HDFC Small Cap Fund vs Nippon India Active Momentum Fund

Portfolio Overlap Analysis · Nippon vs HDFC

9.6%
Low Overlap
5 common stocks · Rank #21049 of 28,282 pairs
Fund A
HDFC Small Cap Fund
HDFC · Small Cap
Fund B
Nippon India Active Momentum Fund
Nippon · Equity - Other

Common Holdings (5)

StockWt% in HDFC Small CapWt% in Nippon India Active MomentumOverlap
Bank of Baroda
Banks
4.03%2.72%2.72%
Fortis Healthcare Limited
Healthcare Services
2.38%2.44%2.38%
Indian Bank
Banks
2.56%2.26%2.26%
eClerx Services Limited
Commercial Services & Supplies
2.58%1.34%1.34%
Tata Steel Limited
Ferrous Metals
0.88%2.16%0.88%

Unique to HDFC Small Cap

  • Aster DM Healthcare Limited4.21%
  • Firstsource Solutions Ltd.3.20%
  • 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 Nippon India Active Momentum

  • HDFC Bank Limited7.51%
  • State Bank of India4.67%
  • GE Vernova T&D India Limited3.45%
  • Axis Bank Limited3.25%
  • Mahindra & Mahindra Limited3.14%
  • Multi Commodity Exchange of India Limited2.83%
  • Vedanta Limited2.78%
  • L&T Finance Limited2.77%
  • Bharat Electronics Limited2.70%

Sector Overlap Breakdown

Banks
5.0% (2)
Healthcare Services
2.4% (1)
Commercial Services & Supplies
1.3% (1)
Ferrous Metals
0.9% (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.