HDFC Large Cap Fund vs HDFC NIFTY 100 Index Fund
Portfolio Overlap Analysis · HDFC vs HDFC
52.4%
High Overlap
34 common stocks · Rank #850 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Large Cap | Wt% in HDFC NIFTY 100 Index | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 8.58% | 9.82% | 8.58% |
ICICI Bank Ltd. Banks | 9.50% | 7.13% | 7.13% |
Reliance Industries Ltd. Petroleum Products | 4.96% | 6.81% | 4.96% |
Bharti Airtel Ltd. Telecom - Services | 5.59% | 3.79% | 3.79% |
Infosys Limited IT - Software | 3.67% | 3.29% | 3.29% |
Axis Bank Ltd. Banks | 3.70% | 2.87% | 2.87% |
Kotak Mahindra Bank Limited Banks | 5.34% | 2.21% | 2.21% |
State Bank of India Banks | 1.91% | 3.61% | 1.91% |
Larsen and Toubro Ltd. Construction | 1.40% | 3.63% | 1.40% |
Maruti Suzuki India Limited Automobiles | 1.33% | 1.41% | 1.33% |
Unique to HDFC Large Cap
- Titan Company Ltd.4.45%
- Torrent Pharmaceuticals Ltd.3.44%
- Bajaj Auto Limited3.10%
Unique to HDFC NIFTY 100 Index
- ITC LIMITED2.19%
Sector Overlap Breakdown
Banks22.7% (5)
Petroleum Products5.0% (1)
Automobiles4.6% (6)
Telecom - Services3.8% (1)
IT - Software3.3% (1)
Consumer Durables1.5% (2)
Construction1.4% (1)
Finance1.4% (2)
Power1.3% (1)
Retailing1.3% (1)
Cement & Cement Products1.3% (2)
Pharmaceuticals & Biotechnology0.8% (2)
Transport Infrastructure0.8% (1)
Transport Services0.8% (1)
Healthcare Services0.6% (1)
Agricultural Food & Other Products0.5% (1)
Electrical Equipment0.4% (1)
Beverages0.3% (1)
Realty0.3% (1)
Non - Ferrous Metals0.2% (1)
Insurance0.2% (1)
Analysis
AI-generated comparative analysis coming soon.
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.