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
Fund A
HDFC Mid Cap Fund
HDFC · Mid Cap
Fund B
MIDETF
ICICI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Mid CapWt% in MIDETFOverlap
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

Banks
7.0% (2)
IT - Software
5.0% (3)
Industrial Products
3.0% (2)
Petroleum Products
2.6% (1)
Pharmaceuticals & Biotechnology
1.7% (1)
Auto Components
1.3% (1)
Financial Technology (Fintech)
1.1% (1)
Leisure Services
1.0% (1)
Consumer Durables
0.6% (1)
Personal Products
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Mid Cap

More comparisons for MIDETF

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