HDFC Mid Cap Fund vs Nippon India ETF BSE Sensex Next 50

Portfolio Overlap Analysis · HDFC vs Nippon

17.9%
Low Overlap
14 common stocks · Rank #12473 of 28,292 pairs
Fund A
HDFC Mid Cap Fund
HDFC · Mid Cap
Fund B
Nippon India ETF BSE Sensex Next 50
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC Mid CapWt% in Nippon India ETF BSE Sensex NeOverlap
The Federal Bank Limited
Banks
2.71%4.07%2.71%
Cummins India Limited
Industrial Products
2.44%2.34%2.34%
AU Small Finance Bank Limited
Banks
1.97%4.00%1.97%
Persistent Systems Limited
IT - Software
1.89%1.68%1.68%
Marico Limited
Agricultural Food & other Products
1.50%2.52%1.50%
Coforge Limited
IT - Software
1.46%1.97%1.46%
United Spirits Limited
Beverages
1.48%1.27%1.27%
PB Fintech Limited
Financial Technology (Fintech)
1.83%1.12%1.12%
The Indian Hotels Company Limited
Leisure Services
2.16%1.00%1.00%
IndusInd Bank Limited
Banks
2.30%0.94%0.94%

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%
  • Hindustan Petroleum Corp. Ltd.2.58%

Unique to Nippon India ETF BSE Sensex Ne

  • Vedanta Limited4.43%
  • TVS Motor Company Limited3.31%
  • Divi's Laboratories Limited3.00%
  • HDFC Life Insurance Company Limited2.83%
  • Bharat Petroleum Corporation Limited2.76%
  • Hero MotoCorp Limited2.72%
  • Cholamandalam Investment and Finance Company Ltd2.67%
  • Britannia Industries Limited2.60%
  • Indian Oil Corporation Limited2.53%

Sector Overlap Breakdown

Banks
5.6% (3)
IT - Software
3.1% (2)
Industrial Products
2.3% (1)
Agricultural Food & other Products
1.5% (1)
Beverages
1.3% (1)
Financial Technology (Fintech)
1.1% (1)
Personal Products
1.1% (2)
Leisure Services
1.0% (1)
Consumer Durables
0.6% (1)
Insurance
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.