HDFC Mid Cap Fund vs SBI Large and Midcap Fund
Portfolio Overlap Analysis · HDFC vs SBI
17.5%
Low Overlap
21 common stocks · Rank #12837 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Mid Cap | Wt% in SBI Large and Midcap | Overlap |
|---|---|---|---|
Jindal Steel Ltd. Ferrous Metals | 2.29% | 1.94% | 1.94% |
Balkrishna Industries Ltd. Auto Components | 1.78% | 3.38% | 1.78% |
Aurobindo Pharma Ltd. Pharmaceuticals & Biotechnology | 1.70% | 1.73% | 1.70% |
Alkem Laboratories Ltd. Pharmaceuticals & Biotechnology | 2.15% | 1.69% | 1.69% |
Bharat Forge Ltd. Auto Components | 3.20% | 1.31% | 1.31% |
Gland Pharma Ltd. Pharmaceuticals & Biotechnology | 1.49% | 1.22% | 1.22% |
Hindustan Petroleum Corporation Ltd. Petroleum Products | 1.06% | 2.58% | 1.06% |
AIA Engineering Ltd. Industrial Products | 1.05% | 1.36% | 1.05% |
Godrej Consumer Products Ltd. Personal Products | 1.48% | 0.93% | 0.93% |
Delhivery Ltd. Transport Services | 0.84% | 1.45% | 0.84% |
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%
- Fortis Healthcare Limited3.09%
- Ipca Laboratories Ltd.2.92%
- Glenmark Pharmaceuticals Ltd.2.91%
- Vishal Mega Mart Limited2.67%
Unique to SBI Large and Midcap
- HDFC Bank Ltd.5.04%
- State Bank of India3.56%
- Axis Bank Ltd.3.28%
- Ashok Leyland Ltd.3.05%
- ICICI Bank Ltd.2.95%
- Reliance Industries Ltd.2.73%
- Tata Motors Ltd.2.61%
- Colgate Palmolive (India) Ltd.2.42%
- Asian Paints Ltd.2.36%
Sector Overlap Breakdown
Pharmaceuticals & Biotechnology4.6% (3)
Auto Components3.8% (3)
Ferrous Metals1.9% (1)
Personal Products1.8% (4)
Industrial Products1.6% (2)
Petroleum Products1.1% (1)
Transport Services0.8% (1)
IT - Software0.8% (2)
Cement & Cement Products0.6% (1)
Finance0.4% (1)
Consumer Durables0.2% (1)
Capital Markets0.0% (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.