HDFC Mid Cap Fund vs SBI Nifty Midcap 150 Index Fund
Portfolio Overlap Analysis · HDFC vs SBI
30.5%
Moderate Overlap
39 common stocks · Rank #5659 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Mid Cap | Wt% in SBI Nifty Midcap 150 Index | Overlap |
|---|---|---|---|
The Federal Bank Ltd. Banks | 1.95% | 4.07% | 1.95% |
Cummins India Ltd. Industrial Products | 1.75% | 2.34% | 1.75% |
AU Small Finance Bank Ltd. Banks | 1.43% | 4.00% | 1.43% |
Persistent Systems Ltd. IT - Software | 1.36% | 1.68% | 1.36% |
Bharat Forge Ltd. Auto Components | 1.34% | 1.31% | 1.31% |
Fortis Healthcare Ltd. Healthcare Services | 1.30% | 3.09% | 1.30% |
Max Financial Services Ltd. Insurance | 1.26% | 4.96% | 1.26% |
PB Fintech Ltd. Financial Technology (Fintech) | 1.33% | 1.12% | 1.12% |
Hindustan Petroleum Corporation Ltd. Petroleum Products | 1.11% | 2.58% | 1.11% |
Marico Ltd. Agricultural Food & other Products | 1.10% | 2.52% | 1.10% |
Unique to HDFC Mid Cap
- Indian Bank3.87%
- Balkrishna Industries Ltd.3.38%
- Ipca Laboratories Ltd.2.92%
- Glenmark Pharmaceuticals Ltd.2.91%
- Vishal Mega Mart Limited2.67%
Unique to SBI Nifty Midcap 150 Index
- BSE Ltd.2.92%
- Hero MotoCorp Ltd.1.95%
- IndusInd Bank Ltd.1.66%
- Ashok Leyland Ltd.1.59%
- Indus Towers Ltd.1.55%
- Lupin Ltd.1.47%
- HDFC Asset Management Co. Ltd.1.45%
Sector Overlap Breakdown
Banks6.3% (5)
IT - Software3.5% (5)
Pharmaceuticals & Biotechnology3.2% (4)
Industrial Products2.8% (3)
Auto Components2.8% (4)
Healthcare Services1.3% (1)
Insurance1.3% (1)
Financial Technology (Fintech)1.1% (1)
Petroleum Products1.1% (1)
Agricultural Food & other Products1.1% (1)
Personal Products1.0% (2)
Telecom - Services0.7% (2)
Fertilizers & Agrochemicals0.7% (1)
Retailing0.7% (1)
Finance0.7% (1)
Consumer Durables0.6% (1)
Capital Markets0.4% (1)
Chemicals & Petrochemicals0.4% (1)
Gas0.3% (1)
Agricultural, Commercial & Construction Vehicles0.3% (1)
Cement & Cement Products0.3% (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.