HDFC Small Cap Fund vs SBI Smallcap Fund

Portfolio Overlap Analysis · HDFC vs SBI

8.7%
Low Overlap
8 common stocks · Rank #22279 of 28,292 pairs
Fund A
HDFC Small Cap Fund
HDFC · Small Cap
Fund B
SBI Smallcap Fund
SBI · Small Cap

Common Holdings (8)

StockWt% in HDFC Small CapWt% in SBI SmallcapOverlap
Krishna Institute of Medical Sciences Ltd.
Healthcare Services
2.63%2.22%2.22%
Kalpataru Projects International Ltd.
Construction
2.80%1.54%1.54%
City Union Bank Ltd.
Banks
3.21%1.51%1.51%
Chalet Hotels Ltd.
Leisure Services
2.08%1.30%1.30%
Dodla Dairy Ltd.
Food Products
1.23%1.33%1.23%
PVR Inox Ltd.
Entertainment
0.41%1.31%0.41%
G R Infra projects Ltd.
Construction
0.43%0.38%0.38%
Carborundum Universal Ltd.
Industrial Products
1.16%0.14%0.14%

Unique to HDFC Small Cap

  • Aster DM Healthcare Limited4.21%
  • 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%
  • Great Eastern Shipping Company Ltd.1.87%

Unique to SBI Smallcap

  • Ather Energy Ltd.4.09%
  • ZF Commercial Vehicle Control Systems India Ltd.3.04%
  • Navin Fluorine International Ltd.2.69%
  • SBFC Finance Ltd.2.38%
  • Belrise Industries Ltd.2.34%
  • E.I.D-Parry (India) Ltd.2.31%
  • Doms Industries Ltd.2.20%

Sector Overlap Breakdown

Healthcare Services
2.2% (1)
Construction
1.9% (2)
Banks
1.5% (1)
Leisure Services
1.3% (1)
Food Products
1.2% (1)
Entertainment
0.4% (1)
Industrial Products
0.1% (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.