SBI Midcap Fund vs HDFCMIDETF

Portfolio Overlap Analysis · HDFC vs SBI

23.3%
Moderate Overlap
34 common stocks · Rank #8989 of 28,292 pairs
Fund A
SBI Midcap Fund
SBI · Mid Cap
Fund B
HDFCMIDETF
HDFC · Equity - Other

Common Holdings (10)

StockWt% in SBI MidcapWt% in HDFCMIDETFOverlap
The Federal Bank Ltd.
Banks
2.71%1.95%1.95%
Indus Towers Ltd.
Telecom - Services
1.85%1.56%1.56%
Bharat Forge Ltd.
Auto Components
2.97%1.35%1.35%
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 HDFCMIDETF

  • Bombay Stock Exchange Limited (BSE)2.92%
  • Hero MotoCorp Ltd.1.96%
  • Cummins India Ltd.1.75%
  • Indusind Bank Ltd.1.66%
  • Ashok Leyland Ltd1.60%
  • HDFC Asset Management Company Ltd.1.45%
  • Au Small Finance Bank Ltd.1.43%

Sector Overlap Breakdown

Pharmaceuticals & Biotechnology
2.1% (4)
Realty
2.0% (3)
Banks
1.9% (1)
Insurance
1.9% (2)
Finance
1.9% (3)
Auto Components
1.8% (2)
Telecom - Services
1.6% (1)
Electrical Equipment
1.3% (2)
Petroleum Products
1.1% (1)
Industrial Products
1.1% (2)
Personal Products
1.1% (2)
Cement & Cement Products
1.1% (2)
Retailing
1.0% (1)
Power
0.8% (1)
Textiles & Apparels
0.7% (2)
Fertilizers & Agrochemicals
0.7% (1)
Leisure Services
0.5% (1)
Consumer Durables
0.3% (1)
IT - Services
0.3% (1)
IT - Software
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Midcap

More comparisons for HDFCMIDETF

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