Axis Midcap Fund vs HDFC NIFTY MIDCAP 150 ETF

Axis vs HDFC· Portfolio Overlap Analysis

42.5%High Overlap
65 common stocksRank #19701 / 20,000

Investor takeaway: At 42.5% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (65)

StockWt% in Axis MidcapWt% in HDFC NIFTY MIDCAP 150 ETFOverlap
The Federal Bank Limited
Banks
3.98%1.95%1.95%
Cummins India Limited
Industrial Products
1.80%1.75%1.75%
Ashok Leyland Limited
Agricultural, Commercial & Construction Vehicles
1.77%1.60%1.60%
Bharat Forge Limited
Auto Components
1.46%1.35%1.35%
Fortis Healthcare Limited
Healthcare Services
3.85%1.30%1.30%
GE Vernova T&D India Limited
Electrical Equipment
2.39%1.26%1.26%
Persistent Systems Limited
IT - Software
1.07%1.36%1.07%
Lupin Limited
Pharmaceuticals & Biotechnology
1.05%1.47%1.05%
Bharat Heavy Electricals Limited
Electrical Equipment
1.20%1.02%1.02%
AU Small Finance Bank Limited
Banks
0.98%1.43%0.98%
PB Fintech Limited
Financial Technology (Fintech)
0.98%1.33%0.98%
Hindustan Petroleum Corporation Limited
Petroleum Products
0.97%1.11%0.97%
SRF Limited
Chemicals & Petrochemicals
0.97%0.98%0.97%
Indian Bank
Banks
1.48%0.92%0.92%
Coforge Limited
IT - Software
0.88%1.05%0.88%
Sundaram Finance Limited
Finance
0.87%1.00%0.87%
Hitachi Energy India Limited
Electrical Equipment
1.38%0.86%0.86%
HDFC Asset Management Company Limited
Capital Markets
0.86%1.45%0.86%
KEI Industries Limited
Industrial Products
1.17%0.83%0.83%
The Phoenix Mills Limited
Realty
1.92%0.82%0.82%
Torrent Power Limited
Power
1.51%0.79%0.79%
Swiggy Limited
Retailing
0.73%1.07%0.73%
Alkem Laboratories Limited
Pharmaceuticals & Biotechnology
0.72%0.87%0.72%
Coromandel International Limited
Fertilizers & Agrochemicals
1.87%0.69%0.69%
Mphasis Limited
IT - Software
0.75%0.69%0.69%
Supreme Industries Limited
Industrial Products
1.27%0.68%0.68%
Blue Star Limited
Consumer Durables
1.26%0.67%0.67%
PI Industries Limited
Fertilizers & Agrochemicals
1.01%0.67%0.67%
Voltas Limited
Consumer Durables
0.67%0.94%0.67%
Vishal Mega Mart Limited
Retailing
1.30%0.66%0.66%
JK Cement Limited
Cement & Cement Products
1.57%0.63%0.63%
Sona BLW Precision Forgings Limited
Auto Components
1.14%0.63%0.63%
L&T Finance Limited
Finance
0.84%0.61%0.61%
Tube Investments of India Limited
Auto Components
0.60%0.78%0.60%
Prestige Estates Projects Limited
Realty
0.58%0.62%0.58%
UNO Minda Limited
Auto Components
1.73%0.57%0.57%
IPCA Laboratories Limited
Pharmaceuticals & Biotechnology
1.63%0.56%0.56%
Indus Towers Limited
Telecom - Services
0.56%1.56%0.56%
Jubilant Foodworks Limited
Leisure Services
0.59%0.54%0.54%
FSN E-Commerce Ventures Limited
Retailing
0.52%0.96%0.52%
Apar Industries Limited
Electrical Equipment
1.61%0.50%0.50%
Glenmark Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
0.49%0.85%0.49%
Balkrishna Industries Limited
Auto Components
0.47%0.50%0.47%
Schaeffler India Limited
Auto Components
2.30%0.46%0.46%
BSE Limited
Capital Markets
0.45%2.92%0.45%
Oracle Financial Services Software Limited
IT - Software
0.55%0.44%0.44%
ITC Hotels Limited
Leisure Services
0.58%0.43%0.43%
Abbott India Limited
Pharmaceuticals & Biotechnology
1.35%0.37%0.37%
Astral Limited
Industrial Products
0.33%0.54%0.33%
Bharti Hexacom Limited
Telecom - Services
1.37%0.32%0.32%
Dixon Technologies (India) Limited
Consumer Durables
0.29%1.14%0.29%
3M India Limited
Diversified
0.66%0.28%0.28%
K.P.R. Mill Limited
Textiles & Apparels
0.77%0.27%0.27%
L&T Technology Services Limited
IT - Services
0.30%0.26%0.26%
Endurance Technologies Limited
Auto Components
0.46%0.25%0.25%
Mankind Pharma Limited
Pharmaceuticals & Biotechnology
0.24%0.67%0.24%
Page Industries Limited
Textiles & Apparels
0.23%0.54%0.23%
Linde India Limited
Chemicals & Petrochemicals
0.23%0.37%0.23%
Premier Energies Limited
Electrical Equipment
1.21%0.22%0.22%
Tata Communications Limited
Telecom - Services
0.21%0.50%0.21%
ICICI Prudential Life Insurance Company Limited
Insurance
0.19%0.68%0.19%
Oil India Limited
Oil
0.13%0.70%0.13%
Container Corporation of India Limited
Transport Services
0.13%0.45%0.13%
KPIT Technologies Limited
IT - Software
0.10%0.33%0.10%
Honeywell Automation India Limited
Industrial Manufacturing
0.10%0.18%0.10%

Unique to Axis Midcap

  • Multi Commodity Exchange of India Limited2.73%
  • The Indian Hotels Company Limited2.26%
  • TVS Motor Company Limited1.81%

Unique to HDFC NIFTY MIDCAP 150 ETF

  • Hero MotoCorp Ltd.1.96%
  • Indusind Bank Ltd.1.66%

Sector Overlap Breakdown

Auto Components
4.3% (7)
Electrical Equipment
3.9% (5)
Banks
3.9% (3)
Industrial Products
3.6% (4)
Pharmaceuticals & Biotechnology
3.4% (6)
IT - Software
3.2% (5)
Retailing
1.9% (3)
Consumer Durables
1.6% (3)
Agricultural, Commercial & Construction Vehicles
1.6% (1)
Finance
1.5% (2)
Realty
1.4% (2)
Fertilizers & Agrochemicals
1.4% (2)
Capital Markets
1.3% (2)
Healthcare Services
1.3% (1)
Chemicals & Petrochemicals
1.2% (2)
Telecom - Services
1.1% (3)
Financial Technology (Fintech)
1.0% (1)
Petroleum Products
1.0% (1)
Leisure Services
1.0% (2)
Power
0.8% (1)
Cement & Cement Products
0.6% (1)
Textiles & Apparels
0.5% (2)
Diversified
0.3% (1)
IT - Services
0.3% (1)
Insurance
0.2% (1)
Oil
0.1% (1)
Transport Services
0.1% (1)
Industrial Manufacturing
0.1% (1)

More comparisons for Axis Midcap

More comparisons for HDFC NIFTY MIDCAP 150 ETF

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