HDFC Mid Cap Fund vs MD150ETF

Portfolio Overlap Analysis · HDFC vs ICICI

28.2%
Moderate Overlap
39 common stocks · Rank #6531 of 28,282 pairs
Fund A
HDFC Mid Cap Fund
HDFC · Mid Cap
Fund B
MD150ETF
ICICI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Mid CapWt% in MD150ETFOverlap
Coforge Limited
IT - Software
1.97%1.64%1.64%
Persistent Systems Limited
IT - Software
1.68%1.56%1.56%
The Federal Bank Ltd.
Banks
4.07%1.40%1.40%
Cummins India Ltd.
Industrial Products
2.34%1.35%1.35%
Fortis Healthcare Limited
Healthcare Services
3.09%1.26%1.26%
Au Small Finance Bank Ltd.
Banks
4.00%1.17%1.17%
Hindustan Petroleum Corp. Ltd.
Petroleum Products
2.58%1.13%1.13%
PB Fintech Limited
Financial Technology (Fintech)
1.12%1.69%1.12%
Max Financial Services Ltd.
Insurance
4.96%1.11%1.11%
Marico Ltd.
Agricultural Food & Other Products
2.52%1.05%1.05%

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%

Unique to MD150ETF

  • BSE Ltd.2.78%
  • MAX Healthcare Institute Ltd2.61%
  • Suzlon Energy Ltd.2.06%
  • Dixon Technologies (India) Ltd.1.84%
  • HDFC Asset Management Company Ltd.1.61%

Sector Overlap Breakdown

IT - Software
4.3% (4)
Banks
3.9% (4)
Pharmaceuticals & Biotechnology
3.6% (5)
Auto Components
2.5% (4)
Industrial Products
2.4% (3)
Insurance
1.4% (2)
Healthcare Services
1.3% (1)
Petroleum Products
1.1% (1)
Financial Technology (Fintech)
1.1% (1)
Agricultural Food & Other Products
1.1% (1)
Fertilizers & Agrochemicals
0.9% (1)
Telecom - Services
0.8% (2)
Consumer Durables
0.6% (1)
Personal Products
0.5% (2)
Finance
0.5% (1)
Retailing
0.5% (1)
Chemicals & Petrochemicals
0.4% (1)
Capital Markets
0.4% (1)
Gas
0.4% (1)
Cement & Cement Products
0.3% (1)
Agricultural, Commercial & Construction Vehicles
0.3% (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.