HDFC Nifty500 Multicap 50.25.25 Index Fund vs SBI Nifty Smallcap 250 Index Fund

Portfolio Overlap Analysis · HDFC vs SBI

24.5%
Moderate Overlap
250 common stocks · Rank #8273 of 28,292 pairs
Fund A
HDFC Nifty500 Multicap 50.25.25 Index Fund
HDFC · Multi Cap
Fund B
SBI Nifty Smallcap 250 Index Fund
SBI · Small Cap

Common Holdings (10)

StockWt% in HDFC Nifty500 Multicap 50.25.2Wt% in SBI Nifty Smallcap 250 IndexOverlap
Multi Commodity Exchange of India Ltd.
Capital Markets
3.26%0.80%0.80%
Laurus Labs Ltd.
Pharmaceuticals & Biotechnology
2.19%0.54%0.54%
Karur Vysya Bank Ltd.
Banks
1.61%0.40%0.40%
Delhivery Ltd.
Transport Services
1.23%0.30%0.30%
Navin Fluorine International Ltd.
Chemicals & Petrochemicals
1.20%0.30%0.30%
Central Depository Services (I) Ltd.
Capital Markets
1.19%0.29%0.29%
Radico Khaitan Ltd.
Beverages
1.09%0.27%0.27%
City Union Bank Ltd.
Banks
1.07%0.26%0.26%
RBL Bank Ltd.
Banks
1.01%0.25%0.25%
Hindustan Copper Ltd.
Non - Ferrous Metals
0.97%0.24%0.24%

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 SBI Nifty Smallcap 250 Index

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Pharmaceuticals & Biotechnology
2.5% (21)
Finance
2.3% (20)
Capital Markets
2.2% (10)
Industrial Products
1.8% (21)
Chemicals & Petrochemicals
1.3% (12)
Banks
1.2% (6)
Auto Components
1.1% (11)
Healthcare Services
1.1% (9)
Consumer Durables
1.1% (11)
Construction
0.8% (9)
Transport Services
0.6% (4)
Leisure Services
0.6% (10)
Industrial Manufacturing
0.5% (6)
Power
0.5% (6)
IT - Services
0.5% (5)
Commercial Services & Supplies
0.4% (5)
IT - Software
0.4% (8)
Automobiles
0.4% (4)
Realty
0.3% (4)
Electrical Equipment
0.3% (5)
Gas
0.3% (3)
Insurance
0.3% (3)
Entertainment
0.3% (4)
Aerospace & Defense
0.3% (3)
Cement & Cement Products
0.3% (4)
Retailing
0.3% (5)
Beverages
0.3% (1)
Agricultural Food & other Products
0.3% (4)
Personal Products
0.3% (3)
Fertilizers & Agrochemicals
0.3% (4)
Non - Ferrous Metals
0.2% (1)
Food Products
0.2% (4)
Petroleum Products
0.2% (3)
Textiles & Apparels
0.2% (4)
Telecom - Services
0.2% (3)
Agricultural, Commercial & Construction Vehicles
0.1% (2)
Minerals & Mining
0.1% (2)
Ferrous Metals
0.1% (2)
Paper, Forest & Jute Products
0.1% (1)
Household Products
0.1% (2)
Telecom - Equipment & Accessories
0.1% (2)
Healthcare Equipment & Supplies
0.1% (1)
Diversified
0.1% (1)
Oil
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Nifty500 Multicap 50.25.2

More comparisons for SBI Nifty Smallcap 250 Index

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