HDFC Nifty LargeMidcap 250 Index Fund vs SBI MultiCap Fund

Portfolio Overlap Analysis · HDFC vs SBI

22.4%
Moderate Overlap
32 common stocks · Rank #9472 of 28,292 pairs
Fund A
HDFC Nifty LargeMidcap 250 Index Fund
HDFC · Large & Mid Cap
Fund B
SBI MultiCap Fund
SBI · Multi Cap

Common Holdings (10)

StockWt% in HDFC Nifty LargeMidcap 250 IndWt% in SBI MultiCapOverlap
HDFC Bank Ltd.
Banks
3.72%4.88%3.72%
ICICI Bank Ltd.
Banks
3.26%3.54%3.26%
Bharti Airtel Ltd.
Telecom - Services
2.82%1.88%1.88%
Infosys Ltd.
IT - Software
1.64%1.64%1.64%
Axis Bank Ltd.
Banks
2.14%1.43%1.43%
Kotak Mahindra Bank Ltd.
Banks
4.24%1.10%1.10%
The Federal Bank Ltd.
Banks
1.31%0.98%0.98%
Indus Towers Ltd.
Telecom - Services
3.25%0.78%0.78%
Eternal Ltd.
Retailing
0.99%0.64%0.64%
Tata Steel Ltd.
Ferrous Metals
1.35%0.63%0.63%

Unique to HDFC Nifty LargeMidcap 250 Ind

  • Reliance Industries Ltd.3.38%
  • Larsen and Toubro Ltd.1.81%
  • State Bank of India1.79%
  • Bombay Stock Exchange Limited (BSE)1.47%

Unique to SBI MultiCap

  • Bajaj Finserv Ltd.3.25%
  • Adani Power Ltd.3.16%
  • K.P.R. Mill Ltd.3.09%
  • Torrent Power Ltd.2.96%
  • Dalmia Bharat Ltd.2.73%

Sector Overlap Breakdown

Banks
10.7% (6)
Telecom - Services
2.7% (2)
IT - Software
2.0% (2)
Retailing
1.0% (2)
Consumer Durables
0.9% (3)
Pharmaceuticals & Biotechnology
0.7% (2)
Ferrous Metals
0.6% (1)
Power
0.6% (2)
Auto Components
0.6% (2)
Non - Ferrous Metals
0.5% (1)
Finance
0.4% (1)
Textiles & Apparels
0.4% (2)
Minerals & Mining
0.4% (1)
Gas
0.3% (1)
Leisure Services
0.3% (1)
Cement & Cement Products
0.2% (1)
Agricultural, Commercial & Construction Vehicles
0.2% (1)
Beverages
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.