HDFCMIDETF vs Nippon India Nifty 500 Momentum 50 Index Fund

Portfolio Overlap Analysis · HDFC vs Nippon

23.4%
Moderate Overlap
19 common stocks · Rank #8942 of 28,292 pairs
Fund A
HDFCMIDETF
HDFC · Equity - Other
Fund B
Nippon India Nifty 500 Momentum 50 Index Fund
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFCMIDETFWt% in Nippon India Nifty 500 MomentuOverlap
BSE Limited
Capital Markets
3.21%2.92%2.92%
Hero MotoCorp Limited
Automobiles
3.36%1.96%1.96%
The Federal Bank Limited
Banks
2.70%1.95%1.95%
Cummins India Limited
Industrial Products
2.56%1.75%1.75%
AU Small Finance Bank Limited
Banks
2.52%1.43%1.43%
Fortis Healthcare Limited
Healthcare Services
1.78%1.30%1.30%
Max Financial Services Limited
Insurance
1.85%1.26%1.26%
GE Vernova T&D India Limited
Electrical Equipment
1.68%1.26%1.26%
One 97 Communications Limited
Financial Technology (Fintech)
1.75%1.18%1.18%
FSN E-Commerce Ventures Limited
Retailing
1.61%0.96%0.96%

Unique to HDFCMIDETF

  • Indusind Bank Ltd.1.66%
  • Ashok Leyland Ltd1.60%
  • Indus Towers Limited1.56%
  • Lupin Ltd.1.47%
  • HDFC Asset Management Company Ltd.1.45%

Unique to Nippon India Nifty 500 Momentu

  • Shriram Finance Limited5.43%
  • Eicher Motors Limited5.36%
  • Bajaj Finance Limited4.95%
  • Mahindra & Mahindra Limited4.66%
  • Hindalco Industries Limited4.58%
  • Maruti Suzuki India Limited4.45%
  • Bharti Airtel Limited4.43%
  • Asian Paints Limited4.05%
  • TVS Motor Company Limited3.75%

Sector Overlap Breakdown

Banks
4.3% (3)
Capital Markets
2.9% (1)
Finance
2.9% (4)
Electrical Equipment
2.1% (2)
Automobiles
2.0% (1)
Industrial Products
1.8% (1)
Healthcare Services
1.3% (1)
Insurance
1.3% (1)
Financial Technology (Fintech)
1.2% (1)
Retailing
1.0% (1)
Transport Infrastructure
0.9% (1)
Fertilizers & Agrochemicals
0.9% (1)
Pharmaceuticals & Biotechnology
0.8% (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.