HDFC Small Cap Fund vs HDFC Mid Cap Fund

Portfolio Overlap Analysis · HDFC vs HDFC

14.1%
Low Overlap
16 common stocks · Rank #16083 of 28,292 pairs
Fund A
HDFC Small Cap Fund
HDFC · Small Cap
Fund B
HDFC Mid Cap Fund
HDFC · Mid Cap

Common Holdings (10)

StockWt% in HDFC Small CapWt% in HDFC Mid CapOverlap
Indian Bank
Banks
3.87%2.56%2.56%
Fortis Healthcare Limited
Healthcare Services
3.09%2.38%2.38%
The Federal Bank Ltd.
Banks
4.07%1.66%1.66%
Redington Ltd.
Commercial Services & Supplies
1.06%1.02%1.02%
Vishal Mega Mart Limited
Retailing
2.67%0.93%0.93%
Godrej Consumer Products Ltd.
Personal Products
0.93%1.69%0.93%
Timken India Ltd.
Industrial Products
0.81%1.62%0.81%
City Union Bank Ltd.
Banks
0.78%1.51%0.78%
SKF India (Industrial) Limited
Industrial Products
0.64%0.76%0.64%
KEC International Ltd.
Construction
0.56%0.78%0.56%

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%

Unique to HDFC Mid Cap

  • Max Financial Services Ltd.4.96%
  • Au Small Finance Bank Ltd.4.00%
  • Balkrishna Industries Ltd.3.38%
  • Ipca Laboratories Ltd.2.92%
  • Glenmark Pharmaceuticals Ltd.2.91%
  • Hindustan Petroleum Corp. Ltd.2.58%

Sector Overlap Breakdown

Banks
5.0% (3)
Healthcare Services
2.4% (2)
Industrial Products
1.8% (3)
Personal Products
1.3% (2)
Commercial Services & Supplies
1.0% (1)
Retailing
0.9% (1)
Construction
0.6% (1)
Auto Components
0.4% (1)
Textiles & Apparels
0.4% (1)
Consumer Durables
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Small Cap

More comparisons for HDFC Mid Cap

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