HDFC Multi Cap Fund vs HDFC Nifty LargeMidcap 250 Index Fund

Portfolio Overlap Analysis · HDFC vs HDFC

45.5%
High Overlap
72 common stocks · Rank #1694 of 28,292 pairs
Fund A
HDFC Multi Cap Fund
HDFC · Multi Cap
Fund B
HDFC Nifty LargeMidcap 250 Index Fund
HDFC · Large & Mid Cap

Common Holdings (10)

StockWt% in HDFC Multi CapWt% in HDFC Nifty LargeMidcap 250 IndOverlap
HDFC Bank Ltd.
Banks
4.39%4.88%4.39%
ICICI Bank Ltd.
Banks
3.18%3.54%3.18%
Reliance Industries Ltd.
Petroleum Products
2.71%3.38%2.71%
Bharti Airtel Ltd.
Telecom - Services
2.01%1.88%1.88%
Larsen and Toubro Ltd.
Construction
1.84%1.81%1.81%
Infosys Limited
IT - Software
1.45%1.64%1.45%
Axis Bank Ltd.
Banks
2.75%1.43%1.43%
State Bank of India
Banks
1.34%1.79%1.34%
Kotak Mahindra Bank Limited
Banks
1.44%1.10%1.10%
Mahindra & Mahindra Ltd.
Automobiles
1.45%1.09%1.09%

Unique to HDFC Multi Cap

  • Britannia Industries Ltd.2.42%
  • NTPC Limited1.50%
  • ICICI Lombard General Insurance Co1.45%

Unique to HDFC Nifty LargeMidcap 250 Ind

  • Bombay Stock Exchange Limited (BSE)1.47%

Sector Overlap Breakdown

Banks
13.5% (8)
IT - Software
4.4% (7)
Petroleum Products
3.3% (2)
Pharmaceuticals & Biotechnology
2.9% (7)
Telecom - Services
2.1% (2)
Finance
2.1% (4)
Auto Components
1.9% (6)
Construction
1.8% (1)
Automobiles
1.8% (2)
Diversified FMCG
1.7% (2)
Retailing
1.3% (3)
Insurance
1.1% (3)
Consumer Durables
1.0% (3)
Financial Technology (Fintech)
0.7% (1)
Power
0.7% (1)
Ferrous Metals
0.6% (1)
Aerospace & Defense
0.6% (1)
Healthcare Services
0.5% (2)
Leisure Services
0.5% (2)
Transport Services
0.4% (1)
Electrical Equipment
0.4% (2)
Oil
0.3% (1)
Industrial Products
0.3% (1)
Realty
0.3% (1)
Textiles & Apparels
0.3% (1)
Food Products
0.3% (1)
Personal Products
0.2% (1)
Agricultural, Commercial & Construction Vehicles
0.2% (1)
Beverages
0.1% (1)
IT - Services
0.1% (1)
Gas
0.1% (1)
Transport Infrastructure
0.1% (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.