HDFC Manufacturing Fund vs HDFC Multi Cap Fund

Portfolio Overlap Analysis · HDFC vs HDFC

21.4%
Moderate Overlap
32 common stocks · Rank #10122 of 28,292 pairs
Fund A
HDFC Manufacturing Fund
HDFC · Sectoral - Manufacturing
Fund B
HDFC Multi Cap Fund
HDFC · Multi Cap

Common Holdings (10)

StockWt% in HDFC ManufacturingWt% in HDFC Multi CapOverlap
Reliance Industries Ltd.
Petroleum Products
5.56%2.71%2.71%
Mahindra & Mahindra Ltd.
Automobiles
3.27%1.45%1.45%
Maruti Suzuki India Limited
Automobiles
4.24%1.39%1.39%
Balkrishna Industries Ltd.
Auto Components
1.17%1.10%1.10%
Timken India Ltd.
Industrial Products
1.13%1.10%1.10%
Tata Steel Ltd.
Ferrous Metals
2.13%1.09%1.09%
Hindustan Petroleum Corp. Ltd.
Petroleum Products
2.22%1.07%1.07%
Lupin Ltd.
Pharmaceuticals & Biotechnology
1.91%0.83%0.83%
Havells India Ltd.
Consumer Durables
1.16%0.75%0.75%
ESCORTS KUBOTA LIMITED
Agricultural, Commercial & Construction Vehicles
1.26%0.70%0.70%

Unique to HDFC Manufacturing

  • Divis Laboratories Ltd.4.24%
  • JSW Steel Ltd.3.66%
  • Tata Motors Limited3.30%
  • Bharat Electronics Ltd.2.73%
  • Tata Motors Passenger Vehicles Limited2.60%
  • Bajaj Auto Limited2.50%
  • Bharat Forge Ltd.2.35%

Unique to HDFC Multi Cap

  • HDFC Bank Ltd.4.39%
  • ICICI Bank Ltd.3.18%
  • Axis Bank Ltd.2.75%
  • Britannia Industries Ltd.2.42%
  • Bharti Airtel Ltd.2.01%
  • Larsen and Toubro Ltd.1.84%
  • NTPC Limited1.50%
  • ICICI Lombard General Insurance Co1.45%
  • Infosys Limited1.45%

Sector Overlap Breakdown

Petroleum Products
3.8% (2)
Pharmaceuticals & Biotechnology
3.1% (6)
Automobiles
2.8% (2)
Auto Components
2.7% (4)
Consumer Durables
1.8% (4)
Industrial Products
1.4% (2)
Agricultural, Commercial & Construction Vehicles
1.3% (2)
Ferrous Metals
1.1% (1)
Industrial Manufacturing
0.8% (2)
Aerospace & Defense
0.6% (1)
Chemicals & Petrochemicals
0.6% (2)
Personal Products
0.5% (1)
Cement & Cement Products
0.5% (1)
Electrical Equipment
0.4% (1)
Gas
0.1% (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.