HDFC Multi Cap Fund vs HDFC BSE 500 INDEX FUND
Portfolio Overlap Analysis · HDFC vs HDFC
43.9%
High Overlap
109 common stocks · Rank #1931 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Multi Cap | Wt% in HDFC BSE 500 INDEX | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.02% | 4.39% | 4.39% |
ICICI Bank Ltd. Banks | 5.12% | 3.18% | 3.18% |
Reliance Industries Ltd. Petroleum Products | 4.90% | 2.71% | 2.71% |
Axis Bank Ltd. Banks | 2.05% | 2.75% | 2.05% |
Bharti Airtel Ltd. Telecom - Services | 2.73% | 2.01% | 2.01% |
Larsen and Toubro Ltd. Construction | 2.60% | 1.84% | 1.84% |
Infosys Limited IT - Software | 2.41% | 1.45% | 1.45% |
Mahindra & Mahindra Ltd. Automobiles | 1.58% | 1.45% | 1.45% |
Kotak Mahindra Bank Limited Banks | 1.59% | 1.44% | 1.44% |
State Bank of India Banks | 2.59% | 1.34% | 1.34% |
Unique to HDFC Multi Cap
- Britannia Industries Ltd.2.42%
- NTPC Limited1.50%
- ICICI Lombard General Insurance Co1.45%
Unique to HDFC BSE 500 INDEX
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks13.4% (9)
IT - Software3.9% (10)
Petroleum Products2.9% (2)
Finance2.7% (8)
Automobiles2.5% (2)
Telecom - Services2.1% (2)
Pharmaceuticals & Biotechnology2.0% (10)
Construction1.9% (2)
Diversified FMCG1.7% (2)
Retailing1.5% (3)
Insurance1.0% (3)
Power0.9% (1)
Ferrous Metals0.9% (1)
Auto Components0.8% (7)
Consumer Durables0.7% (8)
Healthcare Services0.7% (3)
Transport Services0.7% (2)
Aerospace & Defense0.6% (2)
Leisure Services0.5% (5)
Food Products0.4% (2)
Electrical Equipment0.3% (3)
Financial Technology (Fintech)0.3% (1)
Personal Products0.3% (1)
Industrial Products0.2% (3)
Realty0.2% (2)
Oil0.1% (1)
Capital Markets0.1% (1)
Gas0.1% (2)
Textiles & Apparels0.1% (1)
IT - Services0.1% (2)
Industrial Manufacturing0.1% (2)
Agricultural, Commercial & Construction Vehicles0.1% (1)
Beverages0.1% (1)
Transport Infrastructure0.0% (1)
Chemicals & Petrochemicals0.0% (1)
Household Products0.0% (1)
Cement & Cement Products0.0% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC Multi Cap
- vs HDFC Large and Mid Cap54.7% · 91 stocks
- vs HDFC Nifty LargeMidcap 250 Ind45.5% · 72 stocks
- vs Nippon India Flexi Cap45.0% · 43 stocks
- vs ICICI Prudential Nifty LargeMi44.5% · 73 stocks
- vs HDFC500ETF43.9% · 109 stocks
More comparisons for HDFC BSE 500 INDEX
- vs HDFC500ETF100.0% · 500 stocks
- vs SBI Nifty 500 Index98.3% · 477 stocks
- vs SPBSEETF88.6% · 457 stocks
- vs HDFC Nifty500 Multicap 50.25.278.2% · 477 stocks
- vs SBI BSE 100 ETF73.7% · 100 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.