SBI Midcap Fund vs HDFC NIFTY MIDCAP 150 INDEX FUND
Portfolio Overlap Analysis · HDFC vs SBI
23.2%
Moderate Overlap
34 common stocks · Rank #9009 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in SBI Midcap | Wt% in HDFC NIFTY MIDCAP 150 INDEX | Overlap |
|---|---|---|---|
The Federal Bank Ltd. Banks | 2.71% | 1.95% | 1.95% |
Indus Towers Ltd. Telecom - Services | 1.85% | 1.55% | 1.55% |
Bharat Forge Ltd. Auto Components | 2.97% | 1.34% | 1.34% |
Max Financial Services Ltd. Insurance | 2.82% | 1.26% | 1.26% |
Hindustan Petroleum Corporation Ltd. Petroleum Products | 1.89% | 1.11% | 1.11% |
Lupin Ltd. Pharmaceuticals & Biotechnology | 1.07% | 1.47% | 1.07% |
Bharat Heavy Electricals Ltd. Electrical Equipment | 3.43% | 1.02% | 1.02% |
Sundaram Finance Ltd. Finance | 3.21% | 1.00% | 1.00% |
FSN E-Commerce Ventures Ltd. Retailing | 2.55% | 0.96% | 0.96% |
The Phoenix Mills Ltd. Realty | 1.43% | 0.82% | 0.82% |
Unique to SBI Midcap
- Torrent Power Ltd.3.92%
- CRISIL Ltd.3.21%
- Supreme Industries Ltd.3.07%
- Mahindra & Mahindra Financial Services Ltd.3.07%
- AIA Engineering Ltd.2.81%
Unique to HDFC NIFTY MIDCAP 150 INDEX
- Bombay Stock Exchange Limited (BSE)2.92%
- Hero MotoCorp Ltd.1.95%
- Cummins India Ltd.1.75%
- Indusind Bank Ltd.1.66%
- Ashok Leyland Ltd1.59%
- HDFC Asset Management Company Ltd.1.45%
- Au Small Finance Bank Ltd.1.43%
Sector Overlap Breakdown
Pharmaceuticals & Biotechnology2.1% (4)
Realty2.0% (3)
Banks1.9% (1)
Insurance1.9% (2)
Finance1.9% (3)
Auto Components1.8% (2)
Telecom - Services1.6% (1)
Electrical Equipment1.3% (2)
Petroleum Products1.1% (1)
Industrial Products1.1% (2)
Personal Products1.1% (2)
Cement & Cement Products1.0% (2)
Retailing1.0% (1)
Power0.8% (1)
Textiles & Apparels0.7% (2)
Fertilizers & Agrochemicals0.7% (1)
Leisure Services0.5% (1)
Consumer Durables0.3% (1)
IT - Services0.3% (1)
IT - Software0.2% (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.