HDFC Nifty500 Multicap 50.25.25 Index Fund vs HDFC Nifty LargeMidcap 250 Index Fund

Portfolio Overlap Analysis · HDFC vs HDFC

75.0%
High Overlap
250 common stocks · Rank #323 of 28,292 pairs

Common Holdings (10)

StockWt% in HDFC Nifty500 Multicap 50.25.2Wt% in HDFC Nifty LargeMidcap 250 IndOverlap
HDFC Bank Ltd.
Banks
4.88%4.92%4.88%
ICICI Bank Ltd.
Banks
3.54%3.57%3.54%
Reliance Industries Ltd.
Petroleum Products
3.38%3.41%3.38%
Bharti Airtel Ltd.
Telecom - Services
1.88%1.90%1.88%
Larsen and Toubro Ltd.
Construction
1.81%1.82%1.81%
State Bank of India
Banks
1.79%1.81%1.79%
Infosys Limited
IT - Software
1.64%1.65%1.64%
Axis Bank Ltd.
Banks
1.43%1.44%1.43%
Kotak Mahindra Bank Limited
Banks
1.10%1.11%1.10%
ITC LIMITED
Diversified FMCG
1.09%1.09%1.09%

Unique to HDFC Nifty500 Multicap 50.25.2

  • Mahindra & Mahindra Ltd.1.10%

Unique to HDFC Nifty LargeMidcap 250 Ind

  • Bombay Stock Exchange Limited (BSE)1.47%

Sector Overlap Breakdown

Banks
16.0% (20)
IT - Software
4.9% (13)
Finance
4.6% (21)
Petroleum Products
4.2% (4)
Automobiles
3.8% (8)
Pharmaceuticals & Biotechnology
3.5% (16)
Telecom - Services
2.7% (5)
Power
2.4% (12)
Electrical Equipment
2.1% (12)
Consumer Durables
2.1% (8)
Construction
2.0% (3)
Retailing
2.0% (7)
Auto Components
1.9% (12)
Diversified FMCG
1.8% (2)
Industrial Products
1.6% (7)
Ferrous Metals
1.6% (5)
Capital Markets
1.5% (5)
Cement & Cement Products
1.5% (7)
Insurance
1.4% (8)
Healthcare Services
1.0% (5)
Aerospace & Defense
0.9% (3)
Realty
0.9% (6)
Chemicals & Petrochemicals
0.8% (6)
Non - Ferrous Metals
0.8% (3)
Agricultural Food & Other Products
0.7% (4)
Transport Infrastructure
0.7% (3)
Personal Products
0.7% (4)
Financial Technology (Fintech)
0.6% (2)
Fertilizers & Agrochemicals
0.6% (4)
Food Products
0.6% (2)
Oil
0.6% (2)
Leisure Services
0.6% (4)
Gas
0.6% (5)
Transport Services
0.5% (2)
Agricultural, Commercial & Construction Vehicles
0.5% (2)
Beverages
0.5% (3)
Diversified Metals
0.4% (1)
Consumable Fuels
0.3% (1)
Minerals & Mining
0.3% (2)
Textiles & Apparels
0.2% (2)
Metals & Minerals Trading
0.2% (1)
Industrial Manufacturing
0.2% (3)
IT - Services
0.1% (2)
Diversified
0.1% (2)
Cigarettes & Tobacco Products
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Nifty500 Multicap 50.25.2

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