HDFC Mid Cap Fund vs Nippon India Active Momentum Fund

Portfolio Overlap Analysis · HDFC vs Nippon

16.8%
Low Overlap
10 common stocks · Rank #13540 of 28,292 pairs
Fund A
HDFC Mid Cap Fund
HDFC · Mid Cap
Fund B
Nippon India Active Momentum Fund
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC Mid CapWt% in Nippon India Active MomentumOverlap
Fortis Healthcare Limited
Healthcare Services
2.44%3.09%2.44%
Cummins India Limited
Industrial Products
2.52%2.34%2.34%
Indian Bank
Banks
2.26%3.87%2.26%
Max Financial Services Limited
Insurance
2.19%4.96%2.19%
Hindustan Petroleum Corporation Limited
Petroleum Products
1.86%2.58%1.86%
Delhivery Limited
Transport Services
1.96%1.45%1.45%
Karur Vysya Bank Limited
Banks
2.10%1.37%1.37%
Bharat Forge Limited
Auto Components
2.12%1.31%1.31%
Mphasis Limited
IT - Software
1.79%1.30%1.30%
Bharti Hexacom Limited
Telecom - Services
2.67%0.23%0.23%

Unique to HDFC Mid Cap

  • The Federal Bank Ltd.4.07%
  • Au Small Finance Bank Ltd.4.00%
  • Balkrishna Industries Ltd.3.38%
  • Ipca Laboratories Ltd.2.92%
  • Glenmark Pharmaceuticals Ltd.2.91%
  • Vishal Mega Mart Limited2.67%

Unique to Nippon India Active Momentum

  • HDFC Bank Limited7.51%
  • State Bank of India4.67%
  • GE Vernova T&D India Limited3.45%
  • Axis Bank Limited3.25%
  • Mahindra & Mahindra Limited3.14%
  • Multi Commodity Exchange of India Limited2.83%
  • Vedanta Limited2.78%
  • L&T Finance Limited2.77%
  • Bank of Baroda2.72%
  • Bharat Electronics Limited2.70%

Sector Overlap Breakdown

Banks
3.6% (2)
Healthcare Services
2.4% (1)
Industrial Products
2.3% (1)
Insurance
2.2% (1)
Petroleum Products
1.9% (1)
Transport Services
1.4% (1)
Auto Components
1.3% (1)
IT - Software
1.3% (1)
Telecom - Services
0.2% (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.