HDFC Mid Cap Fund vs Nippon India Nifty Smallcap 250 Index Fund

Portfolio Overlap Analysis · HDFC vs Nippon

9.9%
Low Overlap
17 common stocks · Rank #20692 of 28,292 pairs
Fund A
HDFC Mid Cap Fund
HDFC · Mid Cap

Common Holdings (10)

StockWt% in HDFC Mid CapWt% in Nippon India Nifty Smallcap 25Overlap
Karur Vysya Bank Limited
Banks
1.61%1.37%1.37%
Delhivery Limited
Transport Services
1.23%1.45%1.23%
Redington Limited
Commercial Services & Supplies
0.87%1.06%0.87%
Crompton Greaves Consumer Electricals Limited
Consumer Durables
0.87%0.79%0.79%
City Union Bank Limited
Banks
1.07%0.78%0.78%
Gland Pharma Limited
Pharmaceuticals & Biotechnology
0.76%1.22%0.76%
Timken India Limited
Industrial Products
0.65%0.81%0.65%
Star Health And Allied Insurance Company Limited
Insurance
0.57%1.02%0.57%
Sundram Fasteners Limited
Auto Components
0.50%0.67%0.50%
KEC International Limited
Construction
0.40%0.56%0.40%

Unique to HDFC Mid Cap

  • Max Financial Services Ltd.4.96%
  • 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%
  • Vishal Mega Mart Limited2.67%
  • Hindustan Petroleum Corp. Ltd.2.58%

Unique to Nippon India Nifty Smallcap 25

  • Multi Commodity Exchange of India Limited3.26%
  • Laurus Labs Limited2.18%
  • Navin Fluorine International Limited1.20%
  • Central Depository Services (India) Limited1.18%
  • Radico Khaitan Limited1.08%
  • RBL Bank Limited1.01%
  • Hindustan Copper Limited0.97%

Sector Overlap Breakdown

Banks
2.1% (2)
Transport Services
1.2% (1)
Commercial Services & Supplies
0.9% (1)
Auto Components
0.8% (2)
Consumer Durables
0.8% (1)
Pharmaceuticals & Biotechnology
0.8% (1)
Industrial Products
0.7% (1)
Insurance
0.6% (1)
Finance
0.6% (2)
Construction
0.4% (1)
Chemicals & Petrochemicals
0.4% (1)
Personal Products
0.4% (1)
Textiles & Apparels
0.3% (1)
Healthcare Services
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Mid Cap

More comparisons for Nippon India Nifty Smallcap 25

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