HDFC Mid Cap Fund vs Nippon India Growth Mid Cap Fund (Mid Cap Fund- An open ended equity scheme predominantly investing in mid cap stocks)

Portfolio Overlap Analysis · Nippon vs HDFC

32.3%

Moderate Overlap

34 common stocks · Rank #4945 of 28,282 pairs

Fund A

HDFC Mid Cap Fund

HDFC · Mid Cap

Fund B

Nippon India Growth Mid Cap Fund (Mid Cap Fund- An open ended equity scheme predominantly investing in mid cap stocks)

Nippon · Mid Cap

Common Holdings (10)

Stock	Wt% in HDFC Mid Cap	Wt% in Nippon India Growth Mid Cap Fu	Overlap
Fortis Healthcare Limited Healthcare Services	3.09%	2.90%	2.90%
The Federal Bank Limited Banks	4.07%	2.80%	2.80%
AU Small Finance Bank Limited Banks	4.00%	2.40%	2.40%
Max Financial Services Limited Insurance	4.96%	2.10%	2.10%
Indian Bank Banks	3.87%	1.80%	1.80%
Persistent Systems Limited IT - Software	1.68%	1.77%	1.68%
Alkem Laboratories Limited Pharmaceuticals & Biotechnology	1.69%	1.49%	1.49%
Cummins India Limited Industrial Products	2.34%	1.45%	1.45%
Bharat Forge Limited Auto Components	1.31%	2.37%	1.31%
Gland Pharma Limited Pharmaceuticals & Biotechnology	1.22%	1.16%	1.16%

Unique to HDFC Mid Cap

Balkrishna Industries Ltd.3.38%
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 Growth Mid Cap Fu

BSE Limited3.26%
Voltas Limited2.45%
Ashok Leyland Limited2.11%
Power Finance Corporation Limited2.09%
Cholamandalam Financial Holdings Limited1.98%

Sector Overlap Breakdown

Banks

8.4% (5)

Pharmaceuticals & Biotechnology

3.7% (3)

Healthcare Services

2.9% (1)

Industrial Products

2.7% (3)

Insurance

2.4% (2)

IT - Software

2.3% (2)

Auto Components

2.2% (3)

Retailing

1.9% (2)

Finance

1.3% (2)

Consumer Durables

1.1% (3)

Leisure Services

0.9% (1)

Petroleum Products

0.9% (1)

Fertilizers & Agrochemicals

0.6% (1)

Chemicals & Petrochemicals

0.5% (1)

Gas

0.3% (1)

Telecom - Services

0.2% (1)

Personal Products

0.2% (1)

Capital Markets

0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Mid Cap

vs HDFCMIDETF30.5% · 39 stocks
vs HDFC NIFTY MIDCAP 150 INDEX30.5% · 39 stocks
vs SBI Nifty Midcap 150 Index30.5% · 39 stocks
vs Nippon India Nifty Midcap 150 30.2% · 38 stocks
vs Nippon India ETF Nifty Midcap 30.2% · 38 stocks

More comparisons for Nippon India Growth Mid Cap Fu

vs Nippon India ETF Nifty Midcap 47.8% · 61 stocks
vs Nippon India Nifty Midcap 150 47.8% · 61 stocks
vs HDFCMIDETF47.7% · 61 stocks
vs SBI Nifty Midcap 150 Index47.6% · 61 stocks
vs HDFC NIFTY MIDCAP 150 INDEX47.6% · 61 stocks

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