HDFC Mid Cap Fund vs Nippon India Nifty 500 Momentum 50 Index Fund

Portfolio Overlap Analysis · HDFC vs Nippon

16.9%
Low Overlap
11 common stocks · Rank #13333 of 28,292 pairs
Fund A
HDFC Mid Cap Fund
HDFC · Mid Cap
Fund B
Nippon India Nifty 500 Momentum 50 Index Fund
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC Mid CapWt% in Nippon India Nifty 500 MomentuOverlap
The Federal Bank Limited
Banks
2.70%4.07%2.70%
AU Small Finance Bank Limited
Banks
2.52%4.00%2.52%
Cummins India Limited
Industrial Products
2.56%2.34%2.34%
Max Financial Services Limited
Insurance
1.85%4.96%1.85%
Fortis Healthcare Limited
Healthcare Services
1.78%3.09%1.78%
Indian Bank
Banks
1.65%3.87%1.65%
Glenmark Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
1.11%2.91%1.11%
Karur Vysya Bank Limited
Banks
1.10%1.37%1.10%
Mahindra & Mahindra Financial Services Limited
Finance
1.08%2.46%1.08%
City Union Bank Limited
Banks
0.88%0.78%0.78%

Unique to HDFC Mid Cap

  • Balkrishna Industries Ltd.3.38%
  • Ipca Laboratories Ltd.2.92%
  • Vishal Mega Mart Limited2.67%
  • Hindustan Petroleum Corp. Ltd.2.58%

Unique to Nippon India Nifty 500 Momentu

  • Shriram Finance Limited5.43%
  • Eicher Motors Limited5.36%
  • Bajaj Finance Limited4.95%
  • Mahindra & Mahindra Limited4.66%
  • Hindalco Industries Limited4.58%
  • Maruti Suzuki India Limited4.45%
  • Bharti Airtel Limited4.43%
  • Asian Paints Limited4.05%
  • TVS Motor Company Limited3.75%
  • Hero MotoCorp Limited3.36%

Sector Overlap Breakdown

Banks
8.8% (5)
Industrial Products
2.3% (1)
Insurance
1.9% (1)
Healthcare Services
1.8% (2)
Pharmaceuticals & Biotechnology
1.1% (1)
Finance
1.1% (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.