HDFC Nifty LargeMidcap 250 Index Fund vs SBI Nifty Midcap 150 Index Fund

Portfolio Overlap Analysis · HDFC vs SBI

50.3%

High Overlap

150 common stocks · Rank #1034 of 28,292 pairs

Fund A

HDFC Nifty LargeMidcap 250 Index Fund

HDFC · Large & Mid Cap

Fund B

SBI Nifty Midcap 150 Index Fund

SBI · Mid Cap

Common Holdings (10)

Stock	Wt% in HDFC Nifty LargeMidcap 250 Ind	Wt% in SBI Nifty Midcap 150 Index	Overlap
BSE Ltd. Capital Markets	2.92%	1.47%	1.47%
Hero MotoCorp Ltd. Automobiles	1.95%	0.98%	0.98%
The Federal Bank Ltd. Banks	1.95%	0.98%	0.98%
Cummins India Ltd. Industrial Products	1.75%	0.88%	0.88%
IndusInd Bank Ltd. Banks	1.66%	0.84%	0.84%
Ashok Leyland Ltd. Agricultural, Commercial & Construction Vehicles	1.59%	0.80%	0.80%
Indus Towers Ltd. Telecom - Services	1.55%	0.78%	0.78%
Lupin Ltd. Pharmaceuticals & Biotechnology	1.47%	0.74%	0.74%
HDFC Asset Management Co. Ltd. Capital Markets	1.45%	0.73%	0.73%
AU Small Finance Bank Ltd. Banks	1.43%	0.72%	0.72%

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%
State Bank of India1.79%
Infosys Limited1.64%
Axis Bank Ltd.1.43%
Kotak Mahindra Bank Limited1.10%

Unique to SBI Nifty Midcap 150 Index

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

5.3% (12)

Pharmaceuticals & Biotechnology

3.5% (10)

Industrial Products

3.3% (7)

Electrical Equipment

3.1% (8)

Auto Components

3.1% (10)

Finance

3.0% (11)

Capital Markets

2.9% (5)

IT - Software

2.3% (7)

Consumer Durables

1.8% (5)

Telecom - Services

1.6% (4)

Retailing

1.4% (3)

Realty

1.3% (4)

Financial Technology (Fintech)

1.3% (2)

Fertilizers & Agrochemicals

1.2% (4)

Insurance

1.2% (4)

Chemicals & Petrochemicals

1.0% (4)

Power

1.0% (5)

Automobiles

1.0% (1)

Agricultural, Commercial & Construction Vehicles

1.0% (2)

Personal Products

0.9% (3)

Agricultural Food & other Products

0.9% (3)

Healthcare Services

0.9% (3)

Gas

0.8% (4)

Leisure Services

0.7% (3)

Ferrous Metals

0.7% (2)

Cement & Cement Products

0.7% (3)

Transport Infrastructure

0.6% (2)

Minerals & Mining

0.6% (2)

Petroleum Products

0.6% (1)

Non - Ferrous Metals

0.4% (1)

Textiles & Apparels

0.4% (2)

Oil

0.3% (1)

Construction

0.3% (2)

Industrial Manufacturing

0.3% (2)

IT - Services

0.3% (2)

Transport Services

0.2% (1)

Diversified

0.2% (2)

Aerospace & Defense

0.1% (1)

Beverages

0.1% (1)

Cigarettes & Tobacco Products

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 Nifty Midcap 150 Index

vs HDFCMIDETF99.9% · 150 stocks
vs HDFC NIFTY MIDCAP 150 INDEX99.8% · 150 stocks
vs Nippon India ETF Nifty Midcap 99.4% · 149 stocks
vs Nippon India Nifty Midcap 150 99.4% · 149 stocks
vs MD150ETF83.1% · 136 stocks

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