HDFC Small Cap Fund vs ICICI Prudential Nifty Midcap 150 Index Fund

Portfolio Overlap Analysis · HDFC vs ICICI

5.2%
Low Overlap
7 common stocks · Rank #28019 of 28,292 pairs
Fund A
HDFC Small Cap Fund
HDFC · Small Cap
Fund B
ICICI Prudential Nifty Midcap 150 Index Fund
ICICI · Mid Cap

Common Holdings (7)

StockWt% in HDFC Small CapWt% in ICICI Prudential Nifty Midcap Overlap
The Federal Bank Ltd.
Banks
1.66%1.40%1.40%
Fortis Healthcare Limited
Healthcare Services
2.38%1.26%1.26%
KEI Industries Ltd.
Industrial Products
1.37%0.67%0.67%
Indian Bank
Banks
2.56%0.62%0.62%
Vishal Mega Mart Limited
Retailing
0.93%0.45%0.45%
Apar Industries Limited
Electrical Equipment
1.51%0.42%0.42%
Emami Ltd.
Personal Products
0.42%0.34%0.34%

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 ICICI Prudential Nifty Midcap

  • BSE Ltd.2.78%
  • MAX Healthcare Institute Ltd2.60%
  • Suzlon Energy Ltd.2.06%
  • Dixon Technologies (India) Ltd.1.84%
  • PB Fintech Ltd.1.69%
  • COFORGE Ltd.1.64%
  • HDFC Asset Management Company Ltd.1.61%
  • Persistent Systems Ltd.1.56%
  • Cummins India Ltd.1.35%

Sector Overlap Breakdown

Banks
2.0% (2)
Healthcare Services
1.3% (1)
Industrial Products
0.7% (1)
Retailing
0.5% (1)
Electrical Equipment
0.4% (1)
Personal Products
0.3% (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.