HDFC Multi Cap Fund vs HDFC500ETF

Portfolio Overlap Analysis · HDFC vs HDFC

43.9%
High Overlap
109 common stocks · Rank #1927 of 28,282 pairs
Fund A
HDFC Multi Cap Fund
HDFC · Multi Cap
Fund B
HDFC500ETF
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Multi CapWt% in HDFC500ETFOverlap
HDFC Bank Ltd.
Banks
4.39%7.01%4.39%
ICICI Bank Ltd.
Banks
3.18%5.11%3.18%
Reliance Industries Ltd.
Petroleum Products
2.71%4.90%2.71%
Axis Bank Ltd.
Banks
2.75%2.05%2.05%
Bharti Airtel Ltd.
Telecom - Services
2.01%2.73%2.01%
Larsen and Toubro Ltd.
Construction
1.84%2.60%1.84%
Infosys Limited
IT - Software
1.45%2.41%1.45%
Mahindra & Mahindra Ltd.
Automobiles
1.45%1.58%1.45%
Kotak Mahindra Bank Limited
Banks
1.44%1.59%1.44%
State Bank of India
Banks
1.34%2.59%1.34%

Unique to HDFC Multi Cap

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

Unique to HDFC500ETF

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
13.4% (9)
IT - Software
3.9% (10)
Petroleum Products
2.9% (2)
Finance
2.7% (8)
Automobiles
2.5% (2)
Telecom - Services
2.1% (2)
Pharmaceuticals & Biotechnology
2.0% (10)
Construction
1.9% (2)
Diversified FMCG
1.7% (2)
Retailing
1.5% (3)
Insurance
1.0% (3)
Power
0.9% (1)
Ferrous Metals
0.9% (1)
Auto Components
0.8% (7)
Consumer Durables
0.7% (8)
Healthcare Services
0.7% (3)
Transport Services
0.7% (2)
Aerospace & Defense
0.6% (2)
Leisure Services
0.5% (5)
Food Products
0.4% (2)
Electrical Equipment
0.3% (3)
Financial Technology (Fintech)
0.3% (1)
Industrial Products
0.3% (3)
Personal Products
0.3% (1)
Realty
0.2% (2)
Oil
0.1% (1)
Capital Markets
0.1% (1)
Textiles & Apparels
0.1% (1)
Gas
0.1% (2)
IT - Services
0.1% (2)
Industrial Manufacturing
0.1% (2)
Agricultural, Commercial & Construction Vehicles
0.1% (1)
Beverages
0.1% (1)
Transport Infrastructure
0.0% (1)
Chemicals & Petrochemicals
0.0% (1)
Household Products
0.0% (1)
Cement & Cement Products
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Multi Cap

More comparisons for HDFC500ETF

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.