HDFC Manufacturing Fund vs HDFC Mid Cap Fund

Portfolio Overlap Analysis · HDFC vs HDFC

19.1%
Low Overlap
17 common stocks · Rank #11643 of 28,292 pairs
Fund A
HDFC Manufacturing Fund
HDFC · Sectoral - Manufacturing
Fund B
HDFC Mid Cap Fund
HDFC · Mid Cap

Common Holdings (10)

StockWt% in HDFC ManufacturingWt% in HDFC Mid CapOverlap
Hindustan Petroleum Corp. Ltd.
Petroleum Products
2.22%2.58%2.22%
Cummins India Ltd.
Industrial Products
2.20%2.34%2.20%
Glenmark Pharmaceuticals Ltd.
Pharmaceuticals & Biotechnology
2.02%2.91%2.02%
Bosch Limited
Auto Components
1.46%1.43%1.43%
Bharat Forge Ltd.
Auto Components
2.35%1.31%1.31%
Gland Pharma Ltd.
Pharmaceuticals & Biotechnology
1.55%1.22%1.22%
Balkrishna Industries Ltd.
Auto Components
1.17%3.38%1.17%
Jindal Steel Limited.
Ferrous Metals
1.06%1.94%1.06%
Dabur India Ltd.
Personal Products
1.03%1.69%1.03%
ESCORTS KUBOTA LIMITED
Agricultural, Commercial & Construction Vehicles
1.26%0.93%0.93%

Unique to HDFC Manufacturing

  • Reliance Industries Ltd.5.56%
  • Divis Laboratories Ltd.4.24%
  • Maruti Suzuki India Limited4.24%
  • JSW Steel Ltd.3.66%
  • Tata Motors Limited3.30%
  • Mahindra & Mahindra Ltd.3.27%
  • Bharat Electronics Ltd.2.73%
  • Tata Motors Passenger Vehicles Limited2.60%
  • Bajaj Auto Limited2.50%

Unique to HDFC Mid Cap

  • Max Financial Services Ltd.4.96%
  • The Federal Bank Ltd.4.07%
  • Au Small Finance Bank Ltd.4.00%
  • Indian Bank3.87%
  • Fortis Healthcare Limited3.09%
  • Ipca Laboratories Ltd.2.92%
  • Vishal Mega Mart Limited2.67%

Sector Overlap Breakdown

Auto Components
4.9% (5)
Pharmaceuticals & Biotechnology
3.2% (2)
Industrial Products
3.0% (2)
Petroleum Products
2.2% (1)
Personal Products
2.0% (2)
Ferrous Metals
1.1% (1)
Consumer Durables
1.1% (2)
Agricultural, Commercial & Construction Vehicles
0.9% (1)
Gas
0.7% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Manufacturing

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