HDFC Nifty LargeMidcap 250 Index Fund vs SBI Multi Asset Allocation Fund

Portfolio Overlap Analysis · SBI vs HDFC

15.9%

Low Overlap

37 common stocks · Rank #14387 of 28,282 pairs

Fund A

HDFC Nifty LargeMidcap 250 Index Fund

HDFC · Large & Mid Cap

Fund B

SBI Multi Asset Allocation Fund

SBI · Equity - Other

Common Holdings (10)

Stock	Wt% in HDFC Nifty LargeMidcap 250 Ind	Wt% in SBI Multi Asset Allocation	Overlap
Reliance Industries Ltd. Petroleum Products	3.38%	1.46%	1.46%
HDFC Bank Ltd. Banks	4.88%	1.44%	1.44%
The Federal Bank Ltd. Banks	0.98%	1.65%	0.98%
Indus Towers Ltd. Telecom - Services	0.78%	1.39%	0.78%
ITC Ltd. Diversified FMCG	1.09%	0.73%	0.73%
State Bank of India Banks	1.79%	0.70%	0.70%
Axis Bank Ltd. Banks	1.43%	0.68%	0.68%
PB Fintech Ltd. Financial Technology (Fintech)	0.67%	0.66%	0.66%
HCL Technologies Ltd. IT - Software	0.53%	0.66%	0.53%
FSN E-Commerce Ventures Ltd. Retailing	0.48%	0.54%	0.48%

Unique to HDFC Nifty LargeMidcap 250 Ind

ICICI Bank Ltd.3.54%
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 SBI Multi Asset Allocation

Brookfield India Real Estate Trust3.42%
GAIL (India) Ltd.2.42%
Bandhan Bank Ltd.2.28%
Oil & Natural Gas Corporation Ltd.1.97%
Punjab National Bank1.66%
Biocon Ltd.1.44%

Sector Overlap Breakdown

Banks

4.4% (7)

Petroleum Products

1.7% (2)

IT - Software

1.5% (5)

Telecom - Services

1.0% (2)

Fertilizers & Agrochemicals

0.8% (2)

Retailing

0.8% (2)

Personal Products

0.8% (2)

Oil

0.7% (2)

Finance

0.7% (2)

Diversified FMCG

0.7% (1)

Financial Technology (Fintech)

0.7% (1)

Ferrous Metals

0.6% (2)

Insurance

0.4% (2)

Pharmaceuticals & Biotechnology

0.4% (1)

Leisure Services

0.2% (1)

Gas

0.2% (1)

Beverages

0.1% (1)

IT - Services

0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Nifty LargeMidcap 250 Ind

vs ICICI Prudential Nifty LargeMi87.3% · 238 stocks
vs HDFC Nifty500 Multicap 50.25.275.0% · 250 stocks
vs SBI Nifty 500 Index69.0% · 250 stocks
vs HDFC500ETF68.4% · 247 stocks
vs HDFC BSE 500 INDEX68.4% · 247 stocks

More comparisons for SBI Multi Asset Allocation

vs SBI Balanced Advantage23.6% · 32 stocks
vs SBI Contra22.9% · 35 stocks
vs ICICI Prudential Nifty LargeMi15.2% · 40 stocks
vs SBI Equity Savings14.4% · 25 stocks
vs SBI ELSS Tax Saver14.3% · 27 stocks

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