HDFC Nifty500 Multicap 50.25.25 Index Fund vs HDFCMIDETF

Portfolio Overlap Analysis · HDFC vs HDFC

25.4%
Moderate Overlap
150 common stocks · Rank #7842 of 28,292 pairs
Fund A
HDFC Nifty500 Multicap 50.25.25 Index Fund
HDFC · Multi Cap
Fund B
HDFCMIDETF
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Nifty500 Multicap 50.25.2Wt% in HDFCMIDETFOverlap
Bombay Stock Exchange Limited (BSE)
Capital Markets
2.92%0.74%0.74%
Hero MotoCorp Ltd.
Automobiles
1.96%0.50%0.50%
The Federal Bank Ltd.
Banks
1.95%0.49%0.49%
Cummins India Ltd.
Industrial Products
1.75%0.44%0.44%
Indusind Bank Ltd.
Banks
1.66%0.42%0.42%
Ashok Leyland Ltd
Agricultural, Commercial & Construction Vehicles
1.60%0.40%0.40%
Indus Towers Limited
Telecom - Services
1.56%0.39%0.39%
Lupin Ltd.
Pharmaceuticals & Biotechnology
1.47%0.37%0.37%
HDFC Asset Management Company Ltd.
Capital Markets
1.45%0.37%0.37%
Au Small Finance Bank Ltd.
Banks
1.43%0.36%0.36%

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%

Unique to HDFCMIDETF

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
2.7% (12)
Pharmaceuticals & Biotechnology
1.8% (10)
Industrial Products
1.6% (7)
Electrical Equipment
1.6% (8)
Auto Components
1.5% (10)
Finance
1.5% (11)
Capital Markets
1.5% (5)
IT - Software
1.1% (7)
Consumer Durables
0.9% (5)
Telecom - Services
0.8% (4)
Retailing
0.7% (3)
Realty
0.7% (4)
Financial Technology (Fintech)
0.6% (2)
Fertilizers & Agrochemicals
0.6% (4)
Insurance
0.6% (4)
Chemicals & Petrochemicals
0.5% (4)
Power
0.5% (5)
Automobiles
0.5% (1)
Agricultural, Commercial & Construction Vehicles
0.5% (2)
Personal Products
0.5% (3)
Agricultural Food & Other Products
0.5% (3)
Healthcare Services
0.4% (3)
Gas
0.4% (4)
Leisure Services
0.4% (3)
Cement & Cement Products
0.3% (3)
Ferrous Metals
0.3% (2)
Transport Infrastructure
0.3% (2)
Minerals & Mining
0.3% (2)
Petroleum Products
0.3% (1)
Non - Ferrous Metals
0.2% (1)
Textiles & Apparels
0.2% (2)
Oil
0.2% (1)
Construction
0.2% (2)
IT - Services
0.1% (2)
Industrial Manufacturing
0.1% (2)
Transport Services
0.1% (1)
Diversified
0.1% (2)
Aerospace & Defense
0.1% (1)
Beverages
0.1% (1)
Cigarettes & Tobacco Products
0.1% (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.