HDFC NIFTY SMALLCAP 250 INDEX FUND vs HDFC500ETF

Portfolio Overlap Analysis · HDFC vs HDFC

9.4%
Low Overlap
230 common stocks · Rank #21413 of 28,292 pairs
Fund A
HDFC NIFTY SMALLCAP 250 INDEX FUND
HDFC · Small Cap
Fund B
HDFC500ETF
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC NIFTY SMALLCAP 250 INDEXWt% in HDFC500ETFOverlap
Multi Commodity Exchange of India L
Capital Markets
0.32%3.26%0.32%
Laurus Labs Ltd.
Pharmaceuticals & Biotechnology
0.22%2.18%0.22%
Delhivery Limited
Transport Services
0.12%1.23%0.12%
Navin Fluorine International Ltd.
Chemicals & Petrochemicals
0.12%1.20%0.12%
Radico Khaitan Limited
Beverages
0.11%1.08%0.11%
City Union Bank Ltd.
Banks
0.11%1.07%0.11%
RBL Bank Ltd.
Banks
0.10%1.01%0.10%
HINDUSTAN COPPER LIMITED
Non - Ferrous Metals
0.10%0.97%0.10%
Krishna Institute Of Medical Sciences Limited
Healthcare Services
0.10%0.96%0.10%
Amber Enterprises India Ltd.
Consumer Durables
0.09%0.91%0.09%

Unique to HDFC NIFTY SMALLCAP 250 INDEX

  • Karur Vysya Bank Ltd.1.61%
  • Central Depository Services (India) Ltd.1.18%

Unique to HDFC500ETF

  • HDFC Bank Ltd.7.01%
  • ICICI Bank Ltd.5.11%
  • Reliance Industries Ltd.4.90%
  • Bharti Airtel Ltd.2.73%
  • Larsen and Toubro Ltd.2.60%
  • State Bank of India2.59%
  • Infosys Limited2.41%
  • Axis Bank Ltd.2.05%
  • Kotak Mahindra Bank Limited1.59%
  • Mahindra & Mahindra Ltd.1.58%

Sector Overlap Breakdown

Pharmaceuticals & Biotechnology
1.0% (20)
Finance
0.9% (19)
Capital Markets
0.8% (9)
Industrial Products
0.7% (19)
Chemicals & Petrochemicals
0.5% (12)
Healthcare Services
0.4% (8)
Consumer Durables
0.4% (10)
Auto Components
0.4% (9)
Banks
0.3% (5)
Construction
0.3% (9)
Transport Services
0.2% (3)
Industrial Manufacturing
0.2% (6)
Leisure Services
0.2% (8)
Power
0.2% (5)
IT - Services
0.2% (5)
IT - Software
0.2% (8)
Commercial Services & Supplies
0.2% (4)
Automobiles
0.1% (4)
Electrical Equipment
0.1% (5)
Realty
0.1% (4)
Gas
0.1% (3)
Insurance
0.1% (3)
Aerospace & Defense
0.1% (3)
Beverages
0.1% (1)
Personal Products
0.1% (3)
Entertainment
0.1% (3)
Fertilizers & Agrochemicals
0.1% (4)
Non - Ferrous Metals
0.1% (1)
Cement & Cement Products
0.1% (3)
Food Products
0.1% (4)
Agricultural Food & Other Products
0.1% (3)
Retailing
0.1% (5)
Petroleum Products
0.1% (3)
Textiles & Apparels
0.1% (4)
Telecom - Services
0.1% (2)
Agricultural, Commercial & Construction Vehicles
0.1% (2)
Minerals & Mining
0.1% (2)
Ferrous Metals
0.1% (2)
Paper, Forest & Jute Products
0.0% (1)
Household Products
0.0% (2)
Healthcare Equipment & Supplies
0.0% (1)
Diversified
0.0% (1)
Telecom - Equipment & Accessories
0.0% (1)
Oil
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC NIFTY SMALLCAP 250 INDEX

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