Nippon India Growth Mid Cap Fund (Mid Cap Fund- An open ended equity scheme predominantly investing in mid cap stocks) vs HDFC NIFTY MIDCAP 150 INDEX FUND

Portfolio Overlap Analysis · HDFC vs Nippon

47.6%
High Overlap
61 common stocks · Rank #1368 of 28,292 pairs
Fund A
Nippon India Growth Mid Cap Fund (Mid Cap Fund- An open ended equity scheme predominantly investing in mid cap stocks)
Nippon · Mid Cap
Fund B
HDFC NIFTY MIDCAP 150 INDEX FUND
HDFC · Mid Cap

Common Holdings (10)

StockWt% in Nippon India Growth Mid Cap FuWt% in HDFC NIFTY MIDCAP 150 INDEXOverlap
BSE Limited
Capital Markets
3.26%2.92%2.92%
The Federal Bank Limited
Banks
2.80%1.95%1.95%
Ashok Leyland Limited
Agricultural, Commercial & Construction Vehicles
2.11%1.59%1.59%
Indus Towers Limited
Telecom - Services
1.86%1.55%1.55%
Cummins India Limited
Industrial Products
1.45%1.75%1.45%
AU Small Finance Bank Limited
Banks
2.40%1.43%1.43%
Persistent Systems Limited
IT - Software
1.77%1.36%1.36%
Bharat Forge Limited
Auto Components
2.37%1.34%1.34%
Lupin Limited
Pharmaceuticals & Biotechnology
1.34%1.47%1.34%
Fortis Healthcare Limited
Healthcare Services
2.90%1.30%1.30%

Unique to Nippon India Growth Mid Cap Fu

  • Voltas Limited2.45%
  • Max Financial Services Limited2.10%
  • Power Finance Corporation Limited2.09%
  • Cholamandalam Financial Holdings Limited1.98%

Unique to HDFC NIFTY MIDCAP 150 INDEX

  • Hero MotoCorp Ltd.1.95%
  • Indusind Bank Ltd.1.66%
  • HDFC Asset Management Company Ltd.1.45%

Sector Overlap Breakdown

Banks
6.2% (6)
Capital Markets
3.8% (2)
Industrial Products
3.7% (4)
Pharmaceuticals & Biotechnology
3.7% (5)
Auto Components
3.3% (5)
Consumer Durables
2.7% (3)
Electrical Equipment
2.5% (3)
Retailing
2.1% (3)
IT - Software
1.9% (2)
Telecom - Services
1.8% (2)
Finance
1.6% (2)
Agricultural, Commercial & Construction Vehicles
1.6% (1)
Healthcare Services
1.3% (1)
Insurance
1.3% (1)
Power
1.2% (3)
Financial Technology (Fintech)
1.2% (1)
Leisure Services
1.0% (2)
Petroleum Products
0.9% (1)
Cement & Cement Products
0.8% (2)
Personal Products
0.7% (1)
Realty
0.6% (1)
Fertilizers & Agrochemicals
0.6% (1)
Chemicals & Petrochemicals
0.6% (2)
Textiles & Apparels
0.5% (1)
Gas
0.5% (2)
Transport Services
0.5% (1)
Minerals & Mining
0.4% (1)
Beverages
0.3% (1)
Diversified
0.3% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for Nippon India Growth Mid Cap Fu

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