HDFC Multi Cap Fund vs NIPPON INDIA SMALL CAP FUND

Portfolio Overlap Analysis · HDFC vs Nippon

19.7%
Low Overlap
45 common stocks · Rank #11265 of 28,292 pairs
Fund A
HDFC Multi Cap Fund
HDFC · Multi Cap
Fund B
NIPPON INDIA SMALL CAP FUND
Nippon · Small Cap

Common Holdings (10)

StockWt% in HDFC Multi CapWt% in NIPPON INDIA SMALL CAPOverlap
HDFC Bank Limited
Banks
2.01%4.39%2.01%
State Bank of India
Banks
1.42%1.34%1.34%
Axis Bank Limited
Banks
1.22%2.75%1.22%
Tube Investments of India Limited
Auto Components
1.02%1.00%1.00%
Apar Industries Limited
Electrical Equipment
1.45%0.86%0.86%
ITC Limited
Diversified FMCG
0.83%1.00%0.83%
Aster DM Healthcare Limited
Healthcare Services
0.92%0.67%0.67%
Hindustan Unilever Limited
Diversified FMCG
0.95%0.66%0.66%
Timken India Limited
Industrial Products
0.61%1.10%0.61%
PNB Housing Finance Limited
Finance
0.57%0.97%0.57%

Unique to HDFC Multi Cap

  • ICICI Bank Ltd.3.18%
  • Reliance Industries Ltd.2.71%
  • Britannia Industries Ltd.2.42%
  • Bharti Airtel Ltd.2.01%
  • Larsen and Toubro Ltd.1.84%
  • NTPC Limited1.50%
  • ICICI Lombard General Insurance Co1.45%
  • Infosys Limited1.45%

Unique to NIPPON INDIA SMALL CAP

  • Multi Commodity Exchange of India Limited2.89%
  • Karur Vysya Bank Limited1.54%
  • TD Power Systems Limited1.30%
  • Bharat Heavy Electricals Limited1.16%
  • Emami Limited1.13%
  • Kirloskar Brothers Limited1.06%

Sector Overlap Breakdown

Banks
4.6% (3)
Consumer Durables
1.9% (5)
Diversified FMCG
1.5% (2)
Auto Components
1.4% (2)
Pharmaceuticals & Biotechnology
1.3% (3)
IT - Software
1.1% (5)
Industrial Products
1.1% (3)
Electrical Equipment
0.9% (2)
Finance
0.8% (2)
Healthcare Services
0.7% (1)
Industrial Manufacturing
0.5% (2)
Power
0.5% (1)
Personal Products
0.5% (1)
Aerospace & Defense
0.5% (2)
Leisure Services
0.4% (2)
Cement & Cement Products
0.4% (1)
Transport Services
0.3% (1)
Construction
0.3% (1)
Petroleum Products
0.3% (1)
Household Products
0.2% (1)
Agricultural, Commercial & Construction Vehicles
0.2% (1)
Realty
0.2% (1)
Capital Markets
0.1% (1)
Chemicals & Petrochemicals
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Multi Cap

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