HDFC Mid Cap Fund vs NIPPON INDIA LARGE CAP FUND

Portfolio Overlap Analysis · HDFC vs Nippon

5.1%
Low Overlap
9 common stocks · Rank #28042 of 28,292 pairs
Fund A
HDFC Mid Cap Fund
HDFC · Mid Cap
Fund B
NIPPON INDIA LARGE CAP FUND
Nippon · Large Cap

Common Holdings (9)

StockWt% in HDFC Mid CapWt% in NIPPON INDIA LARGE CAPOverlap
The Indian Hotels Company Limited
Leisure Services
0.97%1.00%0.97%
Eternal Limited
Retailing
1.10%0.94%0.94%
PB Fintech Limited
Financial Technology (Fintech)
0.72%1.12%0.72%
Vishal Mega Mart Limited
Retailing
0.69%2.67%0.69%
Max Financial Services Limited
Insurance
0.50%4.96%0.50%
Godrej Consumer Products Limited
Personal Products
0.49%0.93%0.49%
Dixon Technologies (India) Limited
Consumer Durables
0.36%0.57%0.36%
ICICI Lombard General Insurance Company Limited
Insurance
0.74%0.27%0.27%
Colgate Palmolive (India) Limited
Personal Products
0.33%0.19%0.19%

Unique to HDFC Mid Cap

  • The Federal Bank Ltd.4.07%
  • Au Small Finance Bank Ltd.4.00%
  • Indian Bank3.87%
  • Balkrishna Industries Ltd.3.38%
  • Fortis Healthcare Limited3.09%
  • Ipca Laboratories Ltd.2.92%
  • Glenmark Pharmaceuticals Ltd.2.91%
  • Hindustan Petroleum Corp. Ltd.2.58%

Unique to NIPPON INDIA LARGE CAP

  • HDFC Bank Limited8.82%
  • ICICI Bank Limited7.02%
  • Reliance Industries Limited5.30%
  • Larsen & Toubro Limited4.24%
  • Axis Bank Limited4.20%
  • State Bank of India3.99%
  • Infosys Limited2.94%
  • GE Vernova T&D India Limited2.82%
  • Bajaj Finance Limited2.80%
  • ITC Limited2.61%

Sector Overlap Breakdown

Retailing
1.6% (2)
Leisure Services
1.0% (1)
Insurance
0.8% (2)
Financial Technology (Fintech)
0.7% (1)
Personal Products
0.7% (2)
Consumer Durables
0.4% (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.