HDFC Mid Cap Fund vs HDFC Nifty LargeMidcap 250 Index Fund

Portfolio Overlap Analysis · HDFC vs HDFC

18.0%
Low Overlap
46 common stocks · Rank #12402 of 28,292 pairs
Fund A
HDFC Mid Cap Fund
HDFC · Mid Cap
Fund B
HDFC Nifty LargeMidcap 250 Index Fund
HDFC · Large & Mid Cap

Common Holdings (10)

StockWt% in HDFC Mid CapWt% in HDFC Nifty LargeMidcap 250 IndOverlap
The Federal Bank Ltd.
Banks
4.07%0.98%0.98%
Cummins India Ltd.
Industrial Products
2.34%0.88%0.88%
Indusind Bank Ltd.
Banks
0.94%0.84%0.84%
Au Small Finance Bank Ltd.
Banks
4.00%0.72%0.72%
Persistent Systems Limited
IT - Software
1.68%0.68%0.68%
Bharat Forge Ltd.
Auto Components
1.31%0.68%0.68%
PB Fintech Limited
Financial Technology (Fintech)
1.12%0.67%0.67%
Fortis Healthcare Limited
Healthcare Services
3.09%0.65%0.65%
Max Financial Services Ltd.
Insurance
4.96%0.64%0.64%
Eternal Limited
Retailing
0.94%0.64%0.64%

Unique to HDFC Mid Cap

  • Indian Bank3.87%
  • Balkrishna Industries Ltd.3.38%
  • Ipca Laboratories Ltd.2.92%
  • Glenmark Pharmaceuticals Ltd.2.91%
  • Vishal Mega Mart Limited2.67%
  • Hindustan Petroleum Corp. Ltd.2.58%

Unique to HDFC Nifty LargeMidcap 250 Ind

  • HDFC Bank Ltd.4.88%
  • ICICI Bank Ltd.3.54%
  • Reliance Industries Ltd.3.38%
  • Bharti Airtel Ltd.1.88%
  • Larsen and Toubro Ltd.1.81%
  • State Bank of India1.79%
  • Infosys Limited1.64%
  • Bombay Stock Exchange Limited (BSE)1.47%
  • Axis Bank Ltd.1.43%
  • Kotak Mahindra Bank Limited1.10%

Sector Overlap Breakdown

Banks
3.5% (5)
IT - Software
1.9% (5)
Pharmaceuticals & Biotechnology
1.6% (4)
Auto Components
1.6% (5)
Industrial Products
1.4% (3)
Retailing
1.0% (2)
Insurance
0.8% (2)
Personal Products
0.8% (3)
Financial Technology (Fintech)
0.7% (1)
Healthcare Services
0.7% (1)
Consumer Durables
0.6% (1)
Petroleum Products
0.6% (1)
Agricultural Food & Other Products
0.6% (1)
Telecom - Services
0.4% (2)
Fertilizers & Agrochemicals
0.3% (1)
Finance
0.3% (1)
Capital Markets
0.2% (1)
Leisure Services
0.2% (1)
Chemicals & Petrochemicals
0.2% (1)
Ferrous Metals
0.2% (1)
Agricultural, Commercial & Construction Vehicles
0.2% (1)
Gas
0.2% (1)
Beverages
0.1% (1)
Cement & Cement Products
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.