HDFC NIFTY200 MOMENTUM 30 INDEX FUND vs HDFC Small Cap Fund

Portfolio Overlap Analysis · HDFC vs HDFC

5.9%
Low Overlap
3 common stocks · Rank #26790 of 28,292 pairs
Fund A
HDFC NIFTY200 MOMENTUM 30 INDEX FUND
HDFC · Equity - Other
Fund B
HDFC Small Cap Fund
HDFC · Small Cap

Common Holdings (3)

StockWt% in HDFC NIFTY200 MOMENTUM 30 INDEWt% in HDFC Small CapOverlap
Fortis Healthcare Limited
Healthcare Services
2.16%2.38%2.16%
Indian Bank
Banks
2.04%2.56%2.04%
The Federal Bank Ltd.
Banks
3.27%1.66%1.66%

Unique to HDFC NIFTY200 MOMENTUM 30 INDE

  • State Bank of India6.10%
  • Shriram Finance Ltd.5.51%
  • Eicher Motors Ltd.5.36%
  • Hindalco Industries Ltd.5.19%
  • Bajaj Finance Ltd.4.88%
  • TVS Motor Company Ltd.4.57%
  • Maruti Suzuki India Limited4.39%
  • Bharti Airtel Ltd.4.37%
  • Asian Paints Limited4.24%
  • Hero MotoCorp Ltd.4.13%

Unique to HDFC Small Cap

  • Aster DM Healthcare Limited4.21%
  • Bank of Baroda4.03%
  • Firstsource Solutions Ltd.3.20%
  • eClerx Services Limited2.58%
  • Gabriel India Ltd.2.48%
  • Eris Lifesciences Ltd2.40%
  • Krishna Institute Of Medical Sciences Limited2.22%
  • Great Eastern Shipping Company Ltd.1.87%

Sector Overlap Breakdown

Banks
3.7% (2)
Healthcare Services
2.2% (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.