HDFC Nifty LargeMidcap 250 Index Fund vs Nippon India Multi Asset Allocation Fund

Portfolio Overlap Analysis · HDFC vs Nippon

36.7%
Moderate Overlap
72 common stocks · Rank #3518 of 28,292 pairs
Fund A
HDFC Nifty LargeMidcap 250 Index Fund
HDFC · Large & Mid Cap
Fund B
Nippon India Multi Asset Allocation Fund
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC Nifty LargeMidcap 250 IndWt% in Nippon India Multi Asset AllocOverlap
ICICI Bank Limited
Banks
4.30%3.54%3.54%
HDFC Bank Limited
Banks
3.01%4.88%3.01%
Reliance Industries Limited
Petroleum Products
2.66%3.38%2.66%
State Bank of India
Banks
1.68%1.79%1.68%
Infosys Limited
IT - Software
2.36%1.64%1.64%
Axis Bank Limited
Banks
1.73%1.43%1.43%
Kotak Mahindra Bank Limited
Banks
1.54%1.10%1.10%
Bharti Airtel Limited
Telecom - Services
0.88%1.88%0.88%
Mahindra & Mahindra Limited
Automobiles
0.82%1.09%0.82%
Larsen & Toubro Limited
Construction
0.80%1.81%0.80%

Unique to HDFC Nifty LargeMidcap 250 Ind

  • Bombay Stock Exchange Limited (BSE)1.47%

Unique to Nippon India Multi Asset Alloc

  • NTPC Limited1.77%
  • Hindustan Aeronautics Limited1.52%
  • LG Electronics India Ltd1.40%

Sector Overlap Breakdown

Banks
11.1% (6)
Petroleum Products
2.9% (2)
IT - Software
2.4% (4)
Finance
2.4% (6)
Retailing
2.4% (6)
Automobiles
1.6% (4)
Consumer Durables
1.2% (3)
Diversified FMCG
1.1% (2)
Power
1.1% (4)
Pharmaceuticals & Biotechnology
0.9% (3)
Insurance
0.9% (3)
Telecom - Services
0.9% (1)
Electrical Equipment
0.8% (3)
Construction
0.8% (1)
Cement & Cement Products
0.7% (2)
Auto Components
0.5% (2)
Diversified Metals
0.4% (1)
Industrial Products
0.4% (1)
Healthcare Services
0.4% (2)
Oil
0.4% (1)
Beverages
0.4% (2)
Transport Services
0.4% (1)
Realty
0.3% (2)
Capital Markets
0.3% (1)
Aerospace & Defense
0.3% (1)
Food Products
0.3% (1)
Fertilizers & Agrochemicals
0.2% (1)
Chemicals & Petrochemicals
0.2% (1)
Financial Technology (Fintech)
0.2% (1)
Leisure Services
0.2% (1)
Ferrous Metals
0.2% (1)
Gas
0.2% (1)
Industrial Manufacturing
0.1% (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.