HDFC Multi Cap Fund vs SBI MultiCap Fund

Portfolio Overlap Analysis · SBI vs HDFC

23.9%
Moderate Overlap
23 common stocks · Rank #8622 of 28,282 pairs
Fund A
HDFC Multi Cap Fund
HDFC · Multi Cap
Fund B
SBI MultiCap Fund
SBI · Multi Cap

Common Holdings (10)

StockWt% in HDFC Multi CapWt% in SBI MultiCapOverlap
HDFC Bank Ltd.
Banks
4.39%3.72%3.72%
ICICI Bank Ltd.
Banks
3.18%3.26%3.18%
Axis Bank Ltd.
Banks
2.75%2.14%2.14%
Bharti Airtel Ltd.
Telecom - Services
2.01%2.82%2.01%
Infosys Ltd.
IT - Software
1.45%1.64%1.45%
Kotak Mahindra Bank Ltd.
Banks
1.44%4.24%1.44%
Jubilant Foodworks Ltd.
Leisure Services
1.14%2.49%1.14%
Balkrishna Industries Ltd.
Auto Components
1.10%1.14%1.10%
Tata Steel Ltd.
Ferrous Metals
1.09%1.35%1.09%
Eternal Ltd.
Retailing
1.12%0.99%0.99%

Unique to HDFC Multi Cap

  • Reliance Industries Ltd.2.71%
  • Britannia Industries Ltd.2.42%
  • Larsen and Toubro Ltd.1.84%
  • NTPC Limited1.50%
  • ICICI Lombard General Insurance Co1.45%

Unique to SBI MultiCap

  • Bajaj Finserv Ltd.3.25%
  • Indus Towers Ltd.3.25%
  • Adani Power Ltd.3.16%
  • K.P.R. Mill Ltd.3.09%
  • Torrent Power Ltd.2.96%
  • Dalmia Bharat Ltd.2.73%

Sector Overlap Breakdown

Banks
11.3% (5)
Telecom - Services
2.0% (1)
Auto Components
1.9% (2)
IT - Software
1.8% (2)
Leisure Services
1.7% (2)
Retailing
1.5% (2)
Ferrous Metals
1.1% (1)
Textiles & Apparels
0.5% (1)
Pharmaceuticals & Biotechnology
0.4% (1)
Consumer Durables
0.3% (1)
Construction
0.3% (1)
Chemicals & Petrochemicals
0.3% (1)
Industrial Products
0.3% (1)
Agricultural, Commercial & Construction Vehicles
0.2% (1)
Beverages
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.