Bajaj Finserv Large Cap Fund vs HDFC Large Cap Fund
Bajaj vs HDFC· Portfolio Overlap Analysis
43.6%High Overlap
16 common stocksRank #18099 / 20,000
Investor takeaway: At 43.6% 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 (16)
| Stock | Wt% in Bajaj Finserv Large Cap | Wt% in HDFC Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.48% | 8.58% | 7.48% |
ICICI Bank Limited Banks | 7.21% | 9.50% | 7.21% |
Reliance Industries Limited Petroleum Products | 4.95% | 4.96% | 4.95% |
Titan Company Limited Consumer Durables | 3.17% | 4.45% | 3.17% |
Kotak Mahindra Bank Limited Banks | 2.99% | 5.34% | 2.99% |
Infosys Limited IT - Software | 2.58% | 3.67% | 2.58% |
Axis Bank Limited Banks | 2.25% | 3.70% | 2.25% |
NTPC Limited Power | 4.49% | 2.13% | 2.13% |
State Bank of India Banks | 4.42% | 1.91% | 1.91% |
Bharti Airtel Limited Telecom - Services | 1.87% | 5.59% | 1.87% |
Eternal Limited Retailing | 2.04% | 1.86% | 1.86% |
IndusInd Bank Limited Banks | 3.56% | 1.47% | 1.47% |
Larsen & Toubro Limited Construction | 3.94% | 1.40% | 1.40% |
UltraTech Cement Limited Cement & Cement Products | 4.11% | 1.03% | 1.03% |
Mahindra & Mahindra Limited Automobiles | 2.58% | 0.84% | 0.84% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 3.88% | 0.51% | 0.51% |
Unique to Bajaj Finserv Large Cap
- Divi's Laboratories Limited4.27%
- LG Electronics India Ltd3.82%
Unique to HDFC Large Cap
- Torrent Pharmaceuticals Ltd.3.44%
- Bajaj Auto Limited3.10%
Sector Overlap Breakdown
Banks23.3% (6)
Petroleum Products5.0% (1)
Consumer Durables3.2% (1)
IT - Software2.6% (1)
Power2.1% (1)
Telecom - Services1.9% (1)
Retailing1.9% (1)
Construction1.4% (1)
Cement & Cement Products1.0% (1)
Automobiles0.8% (1)
Pharmaceuticals & Biotechnology0.5% (1)
More comparisons for Bajaj Finserv Large Cap
- vs Axis Large Cap54.6% · 20 stocks
- vs Kotak Large Cap54.5% · 20 stocks
- vs Baroda BNP Paribas Nifty 50 In54.0% · 22 stocks
- vs HDFC NIFTY 50 ETF54.0% · 22 stocks
- vs HDFC Nifty 50 Index54.0% · 22 stocks
More comparisons for HDFC Large Cap
- vs CANARA ROBECO LARGE CAP58.8% · 31 stocks
- vs HDFC NIFTY 50 ETF55.5% · 26 stocks
- vs HDFC Nifty 50 Index55.5% · 26 stocks
- vs ICICI Prudential Nifty 50 ETF55.5% · 26 stocks
- vs Mirae Asset Nifty 50 ETF55.5% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.