HDFC Multi Cap Fund vs NIPPON INDIA BALANCED ADVANTAGE FUND

Portfolio Overlap Analysis · HDFC vs Nippon

40.6%
High Overlap
43 common stocks · Rank #2618 of 28,292 pairs
Fund A
HDFC Multi Cap Fund
HDFC · Multi Cap
Fund B
NIPPON INDIA BALANCED ADVANTAGE FUND
Nippon · Balanced Advantage

Common Holdings (10)

StockWt% in HDFC Multi CapWt% in NIPPON INDIA BALANCED ADVANTAGOverlap
HDFC Bank Limited
Banks
3.91%4.39%3.91%
ICICI Bank Limited
Banks
5.35%3.18%3.18%
Reliance Industries Limited
Petroleum Products
2.66%2.71%2.66%
Axis Bank Limited
Banks
2.41%2.75%2.41%
Bharti Airtel Limited
Telecom - Services
2.33%2.01%2.01%
Larsen & Toubro Limited
Construction
2.00%1.84%1.84%
NTPC Limited
Power
2.27%1.50%1.50%
Infosys Limited
IT - Software
2.54%1.45%1.45%
Mahindra & Mahindra Limited
Automobiles
2.30%1.45%1.45%
State Bank of India
Banks
3.43%1.34%1.34%

Unique to HDFC Multi Cap

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

Unique to NIPPON INDIA BALANCED ADVANTAG

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
11.9% (5)
Petroleum Products
3.2% (2)
IT - Software
2.5% (4)
Automobiles
2.3% (2)
Telecom - Services
2.0% (1)
Construction
1.8% (1)
Diversified FMCG
1.7% (2)
Pharmaceuticals & Biotechnology
1.6% (3)
Power
1.5% (1)
Transport Services
1.3% (2)
Finance
1.2% (1)
Insurance
1.2% (2)
Leisure Services
1.1% (3)
Retailing
1.0% (1)
Food Products
0.9% (1)
Consumer Durables
0.7% (2)
Ferrous Metals
0.7% (1)
Financial Technology (Fintech)
0.6% (1)
Electrical Equipment
0.5% (1)
Realty
0.5% (1)
Personal Products
0.5% (1)
Textiles & Apparels
0.5% (1)
Aerospace & Defense
0.4% (1)
Industrial Manufacturing
0.4% (1)
Beverages
0.2% (1)
Healthcare Services
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.