HDFC Nifty500 Multicap 50.25.25 Index Fund vs NIPPON INDIA SMALL CAP FUND

Portfolio Overlap Analysis · HDFC vs Nippon

25.1%
Moderate Overlap
135 common stocks · Rank #7939 of 28,292 pairs
Fund B
NIPPON INDIA SMALL CAP FUND
Nippon · Small Cap

Common Holdings (10)

StockWt% in HDFC Nifty500 Multicap 50.25.2Wt% in NIPPON INDIA SMALL CAPOverlap
HDFC Bank Limited
Banks
2.01%4.92%2.01%
State Bank of India
Banks
1.42%1.81%1.42%
Axis Bank Limited
Banks
1.22%1.44%1.22%
ITC Limited
Diversified FMCG
0.83%1.09%0.83%
Multi Commodity Exchange of India Limited
Capital Markets
2.89%0.80%0.80%
Hindustan Unilever Limited
Diversified FMCG
0.95%0.75%0.75%
NTPC Limited
Power
0.48%0.66%0.48%
Vedanta Limited
Diversified Metals
0.74%0.44%0.44%
Karur Vysya Bank Limited
Banks
1.54%0.40%0.40%
Asian Paints Limited
Consumer Durables
0.48%0.39%0.39%

Unique to HDFC Nifty500 Multicap 50.25.2

  • ICICI Bank Ltd.3.57%
  • Reliance Industries Ltd.3.41%
  • Bharti Airtel Ltd.1.90%
  • Larsen and Toubro Ltd.1.82%
  • Infosys Limited1.65%
  • Kotak Mahindra Bank Limited1.11%
  • Mahindra & Mahindra Ltd.1.10%

Unique to NIPPON INDIA SMALL CAP

  • Apar Industries Limited1.45%
  • TD Power Systems Limited1.30%
  • Bharat Heavy Electricals Limited1.16%
  • Emami Limited1.13%
  • Kirloskar Brothers Limited1.06%

Sector Overlap Breakdown

Banks
5.7% (7)
Consumer Durables
1.8% (11)
Diversified FMCG
1.6% (2)
Capital Markets
1.4% (5)
Pharmaceuticals & Biotechnology
1.1% (7)
IT - Software
1.0% (6)
Power
1.0% (6)
Healthcare Services
0.9% (7)
Auto Components
0.9% (6)
Finance
0.9% (7)
Electrical Equipment
0.9% (6)
Aerospace & Defense
0.7% (4)
Industrial Products
0.7% (7)
Chemicals & Petrochemicals
0.6% (5)
Leisure Services
0.5% (6)
Diversified Metals
0.4% (1)
Agricultural Food & other Products
0.4% (3)
Petroleum Products
0.4% (2)
Construction
0.4% (4)
Transport Infrastructure
0.4% (1)
Consumable Fuels
0.3% (1)
Cement & Cement Products
0.3% (3)
Transport Services
0.3% (1)
Insurance
0.3% (1)
Beverages
0.3% (1)
Realty
0.3% (2)
Fertilizers & Agrochemicals
0.2% (3)
Retailing
0.2% (4)
IT - Services
0.2% (2)
Industrial Manufacturing
0.2% (2)
Textiles & Apparels
0.1% (2)
Personal Products
0.1% (1)
Commercial Services & Supplies
0.1% (1)
Household Products
0.1% (2)
Paper, Forest & Jute Products
0.1% (1)
Entertainment
0.1% (1)
Agricultural, Commercial & Construction Vehicles
0.1% (1)
Diversified
0.1% (1)
Telecom - Equipment & Accessories
0.1% (1)
Food Products
0.0% (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.