HDFC Nifty LargeMidcap 250 Index Fund vs SBI Midcap Fund

Portfolio Overlap Analysis · SBI vs HDFC

14.4%
Low Overlap
40 common stocks · Rank #15803 of 28,282 pairs
Fund A
HDFC Nifty LargeMidcap 250 Index Fund
HDFC · Large & Mid Cap
Fund B
SBI Midcap Fund
SBI · Mid Cap

Common Holdings (10)

StockWt% in HDFC Nifty LargeMidcap 250 IndWt% in SBI MidcapOverlap
State Bank of India
Banks
1.79%2.34%1.79%
The Federal Bank Ltd.
Banks
0.98%2.71%0.98%
Indus Towers Ltd.
Telecom - Services
0.78%1.85%0.78%
Lupin Ltd.
Pharmaceuticals & Biotechnology
0.74%1.07%0.74%
Bharat Forge Ltd.
Auto Components
0.68%2.97%0.68%
Max Financial Services Ltd.
Insurance
0.64%2.82%0.64%
Hindustan Petroleum Corporation Ltd.
Petroleum Products
0.56%1.89%0.56%
Bharat Heavy Electricals Ltd.
Electrical Equipment
0.51%3.43%0.51%
Sundaram Finance Ltd.
Finance
0.50%3.21%0.50%
FSN E-Commerce Ventures Ltd.
Retailing
0.48%2.55%0.48%

Unique to HDFC Nifty LargeMidcap 250 Ind

  • HDFC Bank Ltd.4.88%
  • 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%
  • Axis Bank Ltd.1.43%
  • Kotak Mahindra Bank Limited1.10%

Unique to SBI Midcap

  • Torrent Power Ltd.3.92%
  • CRISIL Ltd.3.21%
  • Supreme Industries Ltd.3.07%
  • Mahindra & Mahindra Financial Services Ltd.3.07%
  • AIA Engineering Ltd.2.81%

Sector Overlap Breakdown

Banks
2.8% (2)
Pharmaceuticals & Biotechnology
1.3% (4)
Insurance
1.1% (3)
Realty
1.0% (3)
Finance
1.0% (3)
Auto Components
0.9% (2)
Electrical Equipment
0.8% (3)
Telecom - Services
0.8% (1)
Cement & Cement Products
0.7% (3)
Power
0.6% (3)
Petroleum Products
0.6% (1)
Industrial Products
0.5% (2)
Personal Products
0.5% (2)
Retailing
0.5% (1)
Textiles & Apparels
0.4% (2)
Fertilizers & Agrochemicals
0.3% (1)
Leisure Services
0.3% (1)
Consumer Durables
0.2% (1)
IT - Services
0.1% (1)
IT - Software
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.