HDFC Nifty LargeMidcap 250 Index Fund vs SBI Equity Savings Fund

Portfolio Overlap Analysis · HDFC vs SBI

37.0%
Moderate Overlap
90 common stocks · Rank #3424 of 28,292 pairs
Fund A
HDFC Nifty LargeMidcap 250 Index Fund
HDFC · Large & Mid Cap
Fund B
SBI Equity Savings Fund
SBI · Equity Savings

Common Holdings (10)

StockWt% in HDFC Nifty LargeMidcap 250 IndWt% in SBI Equity SavingsOverlap
HDFC Bank Ltd.
Banks
5.19%4.88%4.88%
Reliance Industries Ltd.
Petroleum Products
4.87%3.38%3.38%
ICICI Bank Ltd.
Banks
3.11%3.54%3.11%
Bharti Airtel Ltd.
Telecom - Services
2.06%1.88%1.88%
Larsen & Toubro Ltd.
Construction
2.73%1.81%1.81%
State Bank of India
Banks
2.74%1.79%1.79%
Infosys Ltd.
IT - Software
1.66%1.64%1.64%
Axis Bank Ltd.
Banks
2.27%1.43%1.43%
Kotak Mahindra Bank Ltd.
Banks
4.23%1.10%1.10%
Mahindra & Mahindra Ltd.
Automobiles
1.65%1.09%1.09%

Unique to HDFC Nifty LargeMidcap 250 Ind

  • Bombay Stock Exchange Limited (BSE)1.47%

Unique to SBI Equity Savings

  • Brookfield India Real Estate Trust2.32%
  • Embassy Office Parks Reit2.30%
  • Bajaj Finserv Ltd.2.26%

Sector Overlap Breakdown

Banks
12.9% (10)
Petroleum Products
3.4% (3)
Telecom - Services
2.5% (2)
Finance
2.2% (8)
IT - Software
2.0% (4)
Construction
1.8% (1)
Automobiles
1.8% (3)
Ferrous Metals
1.4% (4)
Retailing
0.9% (3)
Non - Ferrous Metals
0.9% (3)
Personal Products
0.6% (3)
Pharmaceuticals & Biotechnology
0.5% (4)
Transport Infrastructure
0.5% (1)
Consumer Durables
0.5% (2)
Diversified Metals
0.4% (1)
Electrical Equipment
0.4% (2)
Oil
0.4% (1)
Transport Services
0.4% (1)
Diversified FMCG
0.4% (2)
Power
0.4% (4)
Cement & Cement Products
0.3% (5)
Auto Components
0.3% (2)
Healthcare Services
0.3% (2)
Aerospace & Defense
0.3% (1)
Agricultural Food & other Products
0.3% (2)
Insurance
0.2% (3)
Leisure Services
0.2% (2)
Beverages
0.1% (1)
Realty
0.1% (1)
Financial Technology (Fintech)
0.1% (2)
Minerals & Mining
0.1% (1)
Metals & Minerals Trading
0.1% (1)
Capital Markets
0.1% (1)
Food Products
0.1% (1)
Industrial Products
0.1% (1)
Gas
0.0% (1)
Chemicals & Petrochemicals
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Nifty LargeMidcap 250 Ind

More comparisons for SBI Equity Savings

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