HDFC Mid Cap Fund vs MIDETF
Portfolio Overlap Analysis · HDFC vs ICICI
23.5%
Moderate Overlap
14 common stocks · Rank #8870 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Mid Cap | Wt% in MIDETF | Overlap |
|---|---|---|---|
The Federal Bank Ltd. Banks | 4.07% | 3.84% | 3.84% |
Au Small Finance Bank Ltd. Banks | 4.00% | 3.20% | 3.20% |
Hindustan Petroleum Corp. Ltd. Petroleum Products | 2.58% | 3.10% | 2.58% |
Cummins India Ltd. Industrial Products | 2.34% | 3.74% | 2.34% |
Coforge Limited IT - Software | 1.97% | 4.47% | 1.97% |
Aurobindo Pharma Ltd. Pharmaceuticals & Biotechnology | 1.73% | 2.46% | 1.73% |
Persistent Systems Limited IT - Software | 1.68% | 4.25% | 1.68% |
Bharat Forge Ltd. Auto Components | 1.31% | 2.41% | 1.31% |
MphasiS Limited. IT - Software | 1.30% | 2.46% | 1.30% |
PB Fintech Limited Financial Technology (Fintech) | 1.12% | 4.63% | 1.12% |
Unique to HDFC Mid Cap
- Max Financial Services Ltd.4.96%
- Indian Bank3.87%
- Balkrishna Industries Ltd.3.38%
- Fortis Healthcare Limited3.09%
- Ipca Laboratories Ltd.2.92%
- Glenmark Pharmaceuticals Ltd.2.91%
- Vishal Mega Mart Limited2.67%
Unique to MIDETF
- MAX Healthcare Institute Ltd7.11%
- Suzlon Energy Ltd.5.33%
- The Indian Hotels Company Ltd.5.06%
- Dixon Technologies (India) Ltd.5.05%
- Lupin Ltd.3.61%
Sector Overlap Breakdown
Banks7.0% (2)
IT - Software5.0% (3)
Industrial Products3.0% (2)
Petroleum Products2.6% (1)
Pharmaceuticals & Biotechnology1.7% (1)
Auto Components1.3% (1)
Financial Technology (Fintech)1.1% (1)
Leisure Services1.0% (1)
Consumer Durables0.6% (1)
Personal Products0.2% (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.