HDFC Small Cap Fund vs SBI Long Term Advantage Fund - Series VI

Portfolio Overlap Analysis · HDFC vs SBI

9.8%

Low Overlap

5 common stocks · Rank #20735 of 28,292 pairs

Fund A

HDFC Small Cap Fund

HDFC · Small Cap

Fund B

SBI Long Term Advantage Fund - Series VI

SBI · Equity - Other

Common Holdings (5)

Stock	Wt% in HDFC Small Cap	Wt% in SBI Long Term Advantage Fund -	Overlap
Bank of Baroda Banks	3.71%	4.03%	3.71%
Krishna Institute of Medical Sciences Ltd. Healthcare Services	3.13%	2.22%	2.22%
City Union Bank Ltd. Banks	5.43%	1.51%	1.51%
Power Mech Projects Ltd. Construction	2.39%	1.26%	1.26%
Equitas Small Finance Bank Ltd. Banks	2.35%	1.15%	1.15%

Unique to HDFC Small Cap

Aster DM Healthcare Limited4.21%
Firstsource Solutions Ltd.3.20%
eClerx Services Limited2.58%
Indian Bank2.56%
Gabriel India Ltd.2.48%
Eris Lifesciences Ltd2.40%
Fortis Healthcare Limited2.38%
Great Eastern Shipping Company Ltd.1.87%

Unique to SBI Long Term Advantage Fund -

HDFC Bank Ltd.5.04%
Axis Bank Ltd.4.85%
Tata Motors Ltd.4.85%
Larsen & Toubro Ltd.4.54%
Bharti Airtel Ltd.4.12%
Astral Ltd.3.84%
Delhivery Ltd.3.11%

Sector Overlap Breakdown

Banks

6.4% (3)

Healthcare Services

2.2% (1)

Construction

1.3% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Small Cap

vs HDFC Mid Cap14.1% · 16 stocks
vs HDFC Retirement Savings Fund -13.7% · 26 stocks
vs HDFC Hybrid Equity13.4% · 18 stocks
vs HDFC Retirement Savings Fund -13.4% · 23 stocks
vs HDFC Children's13.4% · 17 stocks

More comparisons for SBI Long Term Advantage Fund -

vs SBI Long Term Advantage Fund -48.8% · 19 stocks
vs SBI Flexicap33.3% · 20 stocks
vs SBI Long Term Advantage Fund -27.3% · 10 stocks
vs SBI Long Term Advantage Fund -26.9% · 8 stocks
vs HDFC Flexi Cap26.6% · 10 stocks

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