HDFC Small Cap Fund vs SBI Nifty Smallcap 250 Index Fund

Portfolio Overlap Analysis · HDFC vs SBI

11.9%
Low Overlap
27 common stocks · Rank #18168 of 28,292 pairs
Fund A
HDFC Small Cap Fund
HDFC · Small Cap
Fund B
SBI Nifty Smallcap 250 Index Fund
SBI · Small Cap

Common Holdings (10)

StockWt% in HDFC Small CapWt% in SBI Nifty Smallcap 250 IndexOverlap
City Union Bank Ltd.
Banks
1.07%1.51%1.07%
Krishna Institute of Medical Sciences Ltd.
Healthcare Services
0.96%2.22%0.96%
Redington Ltd.
Commercial Services & Supplies
0.87%1.02%0.87%
Aster DM Healthcare Ltd.
Healthcare Services
0.80%4.21%0.80%
Kalpataru Projects International Ltd.
Construction
0.74%1.54%0.74%
The Great Eastern Shipping Co. Ltd.
Transport Services
0.69%1.87%0.69%
Timken India Ltd.
Industrial Products
0.65%1.62%0.65%
Home First Finance Company India Ltd.
Finance
0.51%1.41%0.51%
Emami Ltd.
Personal Products
0.48%0.42%0.42%
KEC International Ltd.
Construction
0.40%0.78%0.40%

Unique to HDFC Small Cap

  • Bank of Baroda4.03%
  • 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%

Unique to SBI Nifty Smallcap 250 Index

  • Multi Commodity Exchange of India Ltd.3.26%
  • Laurus Labs Ltd.2.19%
  • Karur Vysya Bank Ltd.1.61%
  • Delhivery Ltd.1.23%
  • Navin Fluorine International Ltd.1.20%
  • Central Depository Services (I) Ltd.1.19%
  • Radico Khaitan Ltd.1.09%
  • RBL Bank Ltd.1.01%
  • Hindustan Copper Ltd.0.97%

Sector Overlap Breakdown

Healthcare Services
1.8% (2)
Commercial Services & Supplies
1.6% (3)
Construction
1.1% (2)
Banks
1.1% (1)
Transport Services
0.9% (2)
Industrial Products
0.8% (2)
Finance
0.8% (2)
IT - Software
0.6% (2)
Personal Products
0.4% (1)
Pharmaceuticals & Biotechnology
0.4% (1)
Entertainment
0.4% (1)
Fertilizers & Agrochemicals
0.4% (1)
Auto Components
0.3% (1)
Leisure Services
0.3% (1)
Textiles & Apparels
0.3% (1)
Retailing
0.3% (1)
Capital Markets
0.2% (1)
Consumer Durables
0.2% (1)
Agricultural, Commercial & Construction Vehicles
0.2% (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.