HDFC Nifty LargeMidcap 250 Index Fund vs SBI BSE 100 ETF

Portfolio Overlap Analysis · HDFC vs SBI

54.4%
High Overlap
100 common stocks · Rank #797 of 28,292 pairs
Fund A
HDFC Nifty LargeMidcap 250 Index Fund
HDFC · Large & Mid Cap
Fund B
SBI BSE 100 ETF
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Nifty LargeMidcap 250 IndWt% in SBI BSE 100 ETFOverlap
HDFC Bank Ltd.
Banks
9.52%4.88%4.88%
ICICI Bank Ltd.
Banks
6.95%3.54%3.54%
Reliance Industries Ltd.
Petroleum Products
6.65%3.38%3.38%
Bharti Airtel Ltd.
Telecom - Services
3.70%1.88%1.88%
Larsen & Toubro Ltd.
Construction
3.53%1.81%1.81%
State Bank of India
Banks
3.52%1.79%1.79%
Infosys Ltd.
IT - Software
3.27%1.64%1.64%
Axis Bank Ltd.
Banks
2.79%1.43%1.43%
Kotak Mahindra Bank Ltd.
Banks
2.15%1.10%1.10%
Mahindra & Mahindra Ltd.
Automobiles
2.14%1.09%1.09%

Unique to HDFC Nifty LargeMidcap 250 Ind

  • Bombay Stock Exchange Limited (BSE)1.47%

Unique to SBI BSE 100 ETF

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
15.2% (13)
IT - Software
4.5% (8)
Petroleum Products
3.9% (3)
Automobiles
3.7% (7)
Finance
3.0% (8)
Telecom - Services
2.3% (2)
Pharmaceuticals & Biotechnology
1.9% (5)
Diversified FMCG
1.8% (2)
Construction
1.8% (1)
Power
1.6% (4)
Consumer Durables
1.5% (4)
Retailing
1.3% (4)
Cement & Cement Products
1.2% (4)
Ferrous Metals
1.1% (2)
Aerospace & Defense
0.8% (2)
Insurance
0.8% (3)
Food Products
0.6% (2)
Healthcare Services
0.6% (2)
Agricultural Food & other Products
0.6% (2)
Non - Ferrous Metals
0.5% (1)
Industrial Products
0.5% (1)
Diversified Metals
0.4% (1)
Chemicals & Petrochemicals
0.4% (2)
Auto Components
0.4% (2)
Transport Infrastructure
0.4% (1)
Oil
0.4% (1)
Transport Services
0.4% (1)
Personal Products
0.4% (2)
Capital Markets
0.4% (1)
Beverages
0.4% (2)
Electrical Equipment
0.4% (1)
Consumable Fuels
0.3% (1)
Financial Technology (Fintech)
0.3% (1)
Leisure Services
0.2% (1)
Metals & Minerals Trading
0.2% (1)
Gas
0.2% (1)
Realty
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Nifty LargeMidcap 250 Ind

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