HDFC Multi Cap Fund vs SBI Large and Midcap Fund

Portfolio Overlap Analysis · HDFC vs SBI

27.6%
Moderate Overlap
28 common stocks · Rank #6815 of 28,292 pairs
Fund A
HDFC Multi Cap Fund
HDFC · Multi Cap
Fund B
SBI Large and Midcap Fund
SBI · Mid Cap

Common Holdings (10)

StockWt% in HDFC Multi CapWt% in SBI Large and MidcapOverlap
HDFC Bank Ltd.
Banks
5.04%4.39%4.39%
ICICI Bank Ltd.
Banks
2.95%3.18%2.95%
Axis Bank Ltd.
Banks
3.28%2.75%2.75%
Reliance Industries Ltd.
Petroleum Products
2.73%2.71%2.71%
State Bank of India
Banks
3.56%1.34%1.34%
Infosys Ltd.
IT - Software
1.17%1.45%1.17%
Jubilant Foodworks Ltd.
Leisure Services
1.24%1.14%1.14%
Alkem Laboratories Ltd.
Pharmaceuticals & Biotechnology
2.15%1.13%1.13%
Balkrishna Industries Ltd.
Auto Components
1.78%1.10%1.10%
Tata Steel Ltd.
Ferrous Metals
1.10%1.09%1.09%

Unique to HDFC Multi Cap

  • 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%

Unique to SBI Large and Midcap

  • Bharat Forge Ltd.3.20%
  • Ashok Leyland Ltd.3.05%
  • Tata Motors Ltd.2.61%
  • Colgate Palmolive (India) Ltd.2.42%
  • Asian Paints Ltd.2.36%

Sector Overlap Breakdown

Banks
11.4% (4)
Petroleum Products
3.8% (2)
Pharmaceuticals & Biotechnology
2.0% (3)
Auto Components
1.9% (3)
IT - Software
1.6% (3)
Leisure Services
1.1% (1)
Ferrous Metals
1.1% (1)
Transport Services
0.7% (1)
Diversified FMCG
0.7% (1)
Agricultural, Commercial & Construction Vehicles
0.6% (1)
Textiles & Apparels
0.5% (1)
Consumer Durables
0.5% (2)
Industrial Products
0.5% (1)
Personal Products
0.5% (1)
Finance
0.4% (1)
Beverages
0.2% (1)
Food Products
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Multi Cap

More comparisons for SBI Large and Midcap

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