HDFC Mid Cap Fund vs SBI Long Term Advantage Fund - Series VI

Portfolio Overlap Analysis · HDFC vs SBI

5.3%
Low Overlap
6 common stocks · Rank #27753 of 28,292 pairs
Fund A
HDFC Mid Cap Fund
HDFC · Mid Cap
Fund B
SBI Long Term Advantage Fund - Series VI
SBI · Equity - Other

Common Holdings (6)

StockWt% in HDFC Mid CapWt% in SBI Long Term Advantage Fund -Overlap
Delhivery Ltd.
Transport Services
3.11%1.45%1.45%
AIA Engineering Ltd.
Industrial Products
1.66%1.36%1.36%
Eternal Ltd.
Retailing
2.46%0.94%0.94%
City Union Bank Ltd.
Banks
5.43%0.78%0.78%
Sona Blw Precision Forgings Ltd.
Auto Components
2.52%0.57%0.57%
Colgate Palmolive (India) Ltd.
Personal Products
1.89%0.19%0.19%

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 SBI Long Term Advantage Fund -

  • HDFC Bank Ltd.5.04%
  • Axis Bank Ltd.4.85%
  • Tata Motors Ltd.4.85%
  • Larsen & Toubro Ltd.4.54%
  • Bharti Airtel Ltd.4.12%
  • Astral Ltd.3.84%
  • Bank of Baroda3.71%
  • Krishna Institute of Medical Sciences Ltd.3.13%

Sector Overlap Breakdown

Transport Services
1.4% (1)
Industrial Products
1.4% (1)
Retailing
0.9% (1)
Banks
0.8% (1)
Auto Components
0.6% (1)
Personal Products
0.2% (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.