HDFC Nifty LargeMidcap 250 Index Fund vs NIPPON INDIA SMALL CAP FUND

Portfolio Overlap Analysis · Nippon vs HDFC

17.1%
Low Overlap
49 common stocks · Rank #13189 of 28,282 pairs
Fund A
HDFC Nifty LargeMidcap 250 Index Fund
HDFC · Large & Mid Cap
Fund B
NIPPON INDIA SMALL CAP FUND
Nippon · Small Cap

Common Holdings (10)

StockWt% in HDFC Nifty LargeMidcap 250 IndWt% in NIPPON INDIA SMALL CAPOverlap
HDFC Bank Limited
Banks
4.88%2.01%2.01%
State Bank of India
Banks
1.79%1.42%1.42%
Axis Bank Limited
Banks
1.43%1.22%1.22%
ITC Limited
Diversified FMCG
1.09%0.83%0.83%
Hindustan Unilever Limited
Diversified FMCG
0.75%0.95%0.75%
Dixon Technologies (India) Limited
Consumer Durables
0.58%0.54%0.54%
Bharat Heavy Electricals Limited
Electrical Equipment
0.51%1.16%0.51%
NTPC Limited
Power
0.65%0.48%0.48%
Voltas Limited
Consumer Durables
0.47%0.58%0.47%
Vedanta Limited
Diversified Metals
0.44%0.74%0.44%

Unique to HDFC Nifty LargeMidcap 250 Ind

  • ICICI Bank Ltd.3.54%
  • Reliance Industries Ltd.3.38%
  • Bharti Airtel Ltd.1.88%
  • Larsen and Toubro Ltd.1.81%
  • Infosys Limited1.64%
  • Bombay Stock Exchange Limited (BSE)1.47%
  • Kotak Mahindra Bank Limited1.10%

Unique to NIPPON INDIA SMALL CAP

  • Multi Commodity Exchange of India Limited2.89%
  • Karur Vysya Bank Limited1.54%
  • Apar Industries Limited1.45%
  • TD Power Systems Limited1.30%
  • Emami Limited1.13%
  • Kirloskar Brothers Limited1.06%

Sector Overlap Breakdown

Banks
4.8% (4)
Consumer Durables
1.7% (4)
Diversified FMCG
1.6% (2)
Electrical Equipment
1.3% (4)
Power
0.9% (4)
IT - Software
0.8% (3)
Auto Components
0.8% (3)
Aerospace & Defense
0.7% (3)
Finance
0.6% (3)
Pharmaceuticals & Biotechnology
0.5% (2)
Diversified Metals
0.4% (1)
Agricultural Food & other Products
0.4% (2)
Transport Infrastructure
0.4% (1)
Consumable Fuels
0.3% (1)
Chemicals & Petrochemicals
0.3% (2)
Insurance
0.3% (1)
Petroleum Products
0.3% (1)
Leisure Services
0.3% (2)
Agricultural, Commercial & Construction Vehicles
0.2% (1)
Textiles & Apparels
0.1% (1)
Realty
0.1% (1)
Cement & Cement Products
0.1% (1)
Healthcare Services
0.1% (1)
Diversified
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.