HDFC NIFTY SMALLCAP 250 INDEX FUND vs HDFC Nifty500 Multicap 50.25.25 Index Fund

Portfolio Overlap Analysis · HDFC vs HDFC

24.5%
Moderate Overlap
250 common stocks · Rank #8275 of 28,292 pairs

Common Holdings (10)

StockWt% in HDFC NIFTY SMALLCAP 250 INDEXWt% in HDFC Nifty500 Multicap 50.25.2Overlap
Multi Commodity Exchange of India L
Capital Markets
3.26%0.80%0.80%
Laurus Labs Ltd.
Pharmaceuticals & Biotechnology
2.18%0.54%0.54%
Karur Vysya Bank Ltd.
Banks
1.61%0.40%0.40%
Delhivery Limited
Transport Services
1.23%0.30%0.30%
Navin Fluorine International Ltd.
Chemicals & Petrochemicals
1.20%0.30%0.30%
Central Depository Services (India) Ltd.
Capital Markets
1.18%0.29%0.29%
Radico Khaitan Limited
Beverages
1.08%0.27%0.27%
City Union Bank Ltd.
Banks
1.07%0.26%0.26%
RBL Bank Ltd.
Banks
1.01%0.25%0.25%
HINDUSTAN COPPER LIMITED
Non - Ferrous Metals
0.97%0.24%0.24%

Unique to HDFC NIFTY SMALLCAP 250 INDEX

All top holdings are shared with the other fund.

Unique to HDFC Nifty500 Multicap 50.25.2

  • HDFC Bank Ltd.4.92%
  • ICICI Bank Ltd.3.57%
  • Reliance Industries Ltd.3.41%
  • Bharti Airtel Ltd.1.90%
  • Larsen and Toubro Ltd.1.82%
  • State Bank of India1.81%
  • Infosys Limited1.65%
  • Axis Bank Ltd.1.44%
  • Kotak Mahindra Bank Limited1.11%
  • Mahindra & Mahindra Ltd.1.10%

Sector Overlap Breakdown

Pharmaceuticals & Biotechnology
2.5% (21)
Finance
2.3% (20)
Capital Markets
2.2% (10)
Industrial Products
1.8% (21)
Chemicals & Petrochemicals
1.3% (12)
Banks
1.2% (6)
Auto Components
1.1% (11)
Healthcare Services
1.1% (9)
Consumer Durables
1.1% (11)
Construction
0.8% (9)
Transport Services
0.6% (4)
Leisure Services
0.6% (10)
Industrial Manufacturing
0.5% (6)
Power
0.5% (6)
IT - Services
0.5% (5)
Commercial Services & Supplies
0.4% (5)
IT - Software
0.4% (8)
Automobiles
0.4% (4)
Realty
0.3% (4)
Electrical Equipment
0.3% (5)
Gas
0.3% (3)
Insurance
0.3% (3)
Entertainment
0.3% (4)
Aerospace & Defense
0.3% (3)
Cement & Cement Products
0.3% (4)
Retailing
0.3% (5)
Beverages
0.3% (1)
Agricultural Food & Other Products
0.3% (4)
Personal Products
0.3% (3)
Fertilizers & Agrochemicals
0.3% (4)
Non - Ferrous Metals
0.2% (1)
Food Products
0.2% (4)
Petroleum Products
0.2% (3)
Textiles & Apparels
0.2% (4)
Telecom - Services
0.2% (3)
Agricultural, Commercial & Construction Vehicles
0.1% (2)
Minerals & Mining
0.1% (2)
Ferrous Metals
0.1% (2)
Paper, Forest & Jute Products
0.1% (1)
Household Products
0.1% (2)
Telecom - Equipment & Accessories
0.1% (2)
Healthcare Equipment & Supplies
0.1% (1)
Diversified
0.1% (1)
Oil
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC NIFTY SMALLCAP 250 INDEX

More comparisons for HDFC Nifty500 Multicap 50.25.2

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