HDFC Nifty LargeMidcap 250 Index Fund vs SBI Large and Midcap Fund

Portfolio Overlap Analysis · HDFC vs SBI

30.1%
Moderate Overlap
50 common stocks · Rank #5845 of 28,292 pairs
Fund A
HDFC Nifty LargeMidcap 250 Index Fund
HDFC · Large & Mid Cap
Fund B
SBI Large and Midcap Fund
SBI · Mid Cap

Common Holdings (10)

StockWt% in HDFC Nifty LargeMidcap 250 IndWt% in SBI Large and MidcapOverlap
HDFC Bank Ltd.
Banks
5.04%4.88%4.88%
ICICI Bank Ltd.
Banks
2.95%3.54%2.95%
Reliance Industries Ltd.
Petroleum Products
2.73%3.38%2.73%
State Bank of India
Banks
3.56%1.79%1.79%
Axis Bank Ltd.
Banks
3.28%1.43%1.43%
Infosys Ltd.
IT - Software
1.17%1.64%1.17%
Ashok Leyland Ltd.
Agricultural, Commercial & Construction Vehicles
3.05%0.80%0.80%
Indus Towers Ltd.
Telecom - Services
1.66%0.78%0.78%
Hindustan Unilever Ltd.
Diversified FMCG
1.21%0.75%0.75%
HDFC Asset Management Co. Ltd.
Capital Markets
1.39%0.73%0.73%

Unique to HDFC Nifty LargeMidcap 250 Ind

  • Bharti Airtel Ltd.1.88%
  • Larsen and Toubro Ltd.1.81%
  • Bombay Stock Exchange Limited (BSE)1.47%
  • Kotak Mahindra Bank Limited1.10%

Unique to SBI Large and Midcap

  • Bharat Forge Ltd.3.20%
  • Tata Motors Ltd.2.61%
  • Colgate Palmolive (India) Ltd.2.42%
  • Asian Paints Ltd.2.36%

Sector Overlap Breakdown

Banks
11.5% (6)
Petroleum Products
3.3% (2)
Pharmaceuticals & Biotechnology
1.7% (5)
IT - Software
1.7% (5)
Auto Components
1.4% (4)
Consumer Durables
1.4% (4)
Ferrous Metals
1.1% (3)
Personal Products
0.9% (3)
Agricultural, Commercial & Construction Vehicles
0.8% (1)
Telecom - Services
0.8% (1)
Diversified FMCG
0.8% (1)
Capital Markets
0.7% (1)
Electrical Equipment
0.7% (2)
Retailing
0.5% (1)
Non - Ferrous Metals
0.5% (1)
Diversified Metals
0.4% (1)
Power
0.4% (1)
Insurance
0.3% (1)
Leisure Services
0.3% (1)
Textiles & Apparels
0.3% (1)
Cement & Cement Products
0.3% (2)
Industrial Products
0.2% (1)
Beverages
0.1% (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.