HDFC Large Cap Fund vs HDFC Nifty 50 Index Fund

Portfolio Overlap Analysis · HDFC vs HDFC

55.5%
High Overlap
26 common stocks · Rank #735 of 28,292 pairs
Fund A
HDFC Large Cap Fund
HDFC · Large Cap
Fund B
HDFC Nifty 50 Index Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Large CapWt% in HDFC Nifty 50 IndexOverlap
ICICI Bank Ltd.
Banks
9.50%8.58%8.58%
HDFC Bank Ltd.
Banks
8.58%11.83%8.58%
Reliance Industries Ltd.
Petroleum Products
4.96%8.20%4.96%
Bharti Airtel Ltd.
Telecom - Services
5.59%4.56%4.56%
Infosys Limited
IT - Software
3.67%3.97%3.67%
Axis Bank Ltd.
Banks
3.70%3.45%3.45%
Kotak Mahindra Bank Limited
Banks
5.34%2.66%2.66%
State Bank of India
Banks
1.91%4.34%1.91%
NTPC Limited
Power
2.13%1.58%1.58%
Titan Company Ltd.
Consumer Durables
4.45%1.56%1.56%

Unique to HDFC Large Cap

  • Torrent Pharmaceuticals Ltd.3.44%
  • Bajaj Auto Limited3.10%

Unique to HDFC Nifty 50 Index

  • Larsen and Toubro Ltd.4.38%
  • Mahindra & Mahindra Ltd.2.64%

Sector Overlap Breakdown

Banks
25.2% (5)
Petroleum Products
5.0% (1)
Automobiles
4.8% (5)
Telecom - Services
4.6% (1)
IT - Software
3.7% (1)
Power
1.6% (1)
Consumer Durables
1.6% (1)
Retailing
1.5% (1)
Construction
1.4% (1)
Cement & Cement Products
1.0% (1)
Finance
1.0% (1)
Transport Infrastructure
1.0% (1)
Transport Services
0.9% (1)
Healthcare Services
0.7% (1)
Agricultural Food & Other Products
0.7% (1)
Pharmaceuticals & Biotechnology
0.5% (1)
Non - Ferrous Metals
0.2% (1)
Insurance
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Large Cap

More comparisons for HDFC Nifty 50 Index

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.