HDFC Large Cap Fund vs SBI BSE Sensex Index Fund

Portfolio Overlap Analysis · HDFC vs SBI

55.1%
High Overlap
19 common stocks · Rank #757 of 28,292 pairs
Fund A
HDFC Large Cap Fund
HDFC · Large Cap
Fund B
SBI BSE Sensex Index Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Large CapWt% in SBI BSE Sensex IndexOverlap
ICICI Bank Ltd.
Banks
10.26%9.50%9.50%
HDFC Bank Ltd.
Banks
14.06%8.58%8.58%
Bharti Airtel Ltd.
Telecom - Services
5.47%5.59%5.47%
Reliance Industries Ltd.
Petroleum Products
9.82%4.96%4.96%
Axis Bank Ltd.
Banks
4.11%3.70%3.70%
Infosys Ltd.
IT - Software
4.83%3.67%3.67%
Kotak Mahindra Bank Ltd.
Banks
3.18%5.34%3.18%
State Bank of India
Banks
5.20%1.91%1.91%
NTPC Ltd.
Power
1.89%2.13%1.89%
Titan Company Ltd.
Consumer Durables
1.84%4.45%1.84%

Unique to HDFC Large Cap

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

Unique to SBI BSE Sensex Index

  • Larsen & Toubro Ltd.5.21%
  • Mahindra & Mahindra Ltd.3.17%

Sector Overlap Breakdown

Banks
26.9% (5)
Telecom - Services
5.5% (1)
Petroleum Products
5.0% (1)
IT - Software
3.7% (1)
Automobiles
2.2% (2)
Power
1.9% (1)
Consumer Durables
1.8% (1)
Retailing
1.8% (1)
Construction
1.4% (1)
Finance
1.2% (1)
Transport Infrastructure
1.2% (1)
Transport Services
1.1% (1)
Cement & Cement Products
1.0% (1)
Pharmaceuticals & Biotechnology
0.5% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Large Cap

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