EDELWEISS MID CAP FUND vs HDFC NIFTY MIDCAP 150 ETF
Edelweiss vs HDFC· Portfolio Overlap Analysis
50.4%High Overlap
61 common stocksRank #9792 / 20,000
Investor takeaway: At 50.4% 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 (61)
| Stock | Wt% in EDELWEISS MID CAP | Wt% in HDFC NIFTY MIDCAP 150 ETF | Overlap |
|---|---|---|---|
The Federal Bank Ltd. Banks | 2.33% | 1.95% | 1.95% |
BSE Ltd. Capital Markets | 1.73% | 2.92% | 1.73% |
Ashok Leyland Ltd. Agricultural, Commercial & Construction Vehicles | 1.71% | 1.60% | 1.60% |
Indus Towers Ltd. Telecom - Services | 1.62% | 1.56% | 1.56% |
Lupin Ltd. Pharmaceuticals & Biotechnology | 1.55% | 1.47% | 1.47% |
Cummins India Ltd. Industrial Products | 1.47% | 1.75% | 1.47% |
HDFC Asset Management Company Ltd. Capital Markets | 1.58% | 1.45% | 1.45% |
AU Small Finance Bank Ltd. Banks | 1.90% | 1.43% | 1.43% |
Persistent Systems Ltd. IT - Software | 1.61% | 1.36% | 1.36% |
Bharat Forge Ltd. Auto Components | 1.32% | 1.35% | 1.32% |
PB Fintech Ltd. Financial Technology (Fintech) | 1.31% | 1.33% | 1.31% |
Fortis Healthcare Ltd. Healthcare Services | 2.27% | 1.30% | 1.30% |
IDFC First Bank Ltd. Banks | 1.97% | 1.28% | 1.28% |
Max Financial Services Ltd. Insurance | 1.68% | 1.26% | 1.26% |
GE Vernova T&D India Limited Electrical Equipment | 1.34% | 1.26% | 1.26% |
Marico Ltd. Agricultural Food & other Products | 2.43% | 1.10% | 1.10% |
APL Apollo Tubes Ltd. Industrial Products | 2.00% | 1.07% | 1.07% |
Coforge Ltd. IT - Software | 1.54% | 1.05% | 1.05% |
Hindustan Petroleum Corporation Ltd. Petroleum Products | 1.03% | 1.11% | 1.03% |
Polycab India Ltd. Industrial Products | 1.01% | 1.20% | 1.01% |
Sundaram Finance Ltd. Finance | 1.58% | 1.00% | 1.00% |
SRF Ltd. Chemicals & Petrochemicals | 1.63% | 0.98% | 0.98% |
Muthoot Finance Ltd. Finance | 1.16% | 0.95% | 0.95% |
Indian Bank Banks | 2.15% | 0.92% | 0.92% |
KEI Industries Ltd. Industrial Products | 1.54% | 0.83% | 0.83% |
The Phoenix Mills Ltd. Realty | 1.14% | 0.82% | 0.82% |
Torrent Power Ltd. Power | 1.67% | 0.79% | 0.79% |
NMDC Ltd. Minerals & Mining | 1.59% | 0.75% | 0.75% |
Vodafone Idea Ltd. Telecom - Services | 0.74% | 0.77% | 0.74% |
Dixon Technologies (India) Ltd. Consumer Durables | 0.72% | 1.14% | 0.72% |
Oil India Ltd. Oil | 1.91% | 0.70% | 0.70% |
Blue Star Ltd. Consumer Durables | 0.77% | 0.67% | 0.67% |
Mankind Pharma Ltd. Pharmaceuticals & Biotechnology | 0.69% | 0.67% | 0.67% |
Jindal Stainless Ltd. Ferrous Metals | 1.54% | 0.66% | 0.66% |
Vishal Mega Mart Ltd Retailing | 1.16% | 0.66% | 0.66% |
Mahindra & Mahindra Financial Services Ltd Finance | 1.50% | 0.65% | 0.65% |
JK Cement Ltd. Cement & Cement Products | 1.76% | 0.63% | 0.63% |
Hitachi Energy India Ltd. Electrical Equipment | 0.63% | 0.86% | 0.63% |
Prestige Estates Projects Ltd. Realty | 0.86% | 0.62% | 0.62% |
Steel Authority of India Ltd. Ferrous Metals | 0.62% | 0.63% | 0.62% |
L&T Finance Ltd. Finance | 1.65% | 0.61% | 0.61% |
UNO Minda Ltd. Auto Components | 1.70% | 0.57% | 0.57% |
IPCA Laboratories Ltd. Pharmaceuticals & Biotechnology | 1.46% | 0.56% | 0.56% |
Jubilant Foodworks Ltd. Leisure Services | 1.28% | 0.54% | 0.54% |
Page Industries Ltd. Textiles & Apparels | 1.02% | 0.54% | 0.54% |
360 One Wam Ltd. Capital Markets | 0.51% | 0.74% | 0.51% |
Balkrishna Industries Ltd. Auto Components | 0.98% | 0.50% | 0.50% |
Dabur India Ltd. Personal Products | 0.50% | 0.81% | 0.50% |
Swiggy Ltd. Retailing | 0.47% | 1.07% | 0.47% |
Schaeffler India Ltd. Auto Components | 0.82% | 0.46% | 0.46% |
National Aluminium Company Ltd. Non - Ferrous Metals | 0.41% | 0.84% | 0.41% |
Ajanta Pharma Ltd. Pharmaceuticals & Biotechnology | 0.83% | 0.33% | 0.33% |
Bharti Hexacom Ltd. Telecom - Services | 0.88% | 0.32% | 0.32% |
Bharat Dynamics Ltd. Aerospace & Defense | 0.85% | 0.31% | 0.31% |
Astral Ltd. Industrial Products | 0.31% | 0.54% | 0.31% |
Supreme Industries Ltd. Industrial Products | 0.30% | 0.68% | 0.30% |
ITC Hotels Ltd. Leisure Services | 0.30% | 0.43% | 0.30% |
Endurance Technologies Ltd. Auto Components | 1.05% | 0.25% | 0.25% |
Oberoi Realty Ltd. Realty | 0.23% | 0.47% | 0.23% |
Hero MotoCorp Ltd. Automobiles | 0.19% | 1.96% | 0.19% |
Escorts Kubota Ltd. Agricultural, Commercial & Construction Vehicles | 0.12% | 0.31% | 0.12% |
Unique to EDELWEISS MID CAP
- Multi Commodity Exchange Of India Ltd.2.34%
Unique to HDFC NIFTY MIDCAP 150 ETF
- Indusind Bank Ltd.1.66%
Sector Overlap Breakdown
Banks5.6% (4)
Industrial Products5.0% (6)
Capital Markets3.7% (3)
Finance3.2% (4)
Auto Components3.1% (5)
Pharmaceuticals & Biotechnology3.0% (4)
Telecom - Services2.6% (3)
IT - Software2.4% (2)
Electrical Equipment1.9% (2)
Agricultural, Commercial & Construction Vehicles1.7% (2)
Realty1.7% (3)
Consumer Durables1.4% (2)
Financial Technology (Fintech)1.3% (1)
Healthcare Services1.3% (1)
Ferrous Metals1.3% (2)
Insurance1.3% (1)
Retailing1.1% (2)
Agricultural Food & other Products1.1% (1)
Petroleum Products1.0% (1)
Chemicals & Petrochemicals1.0% (1)
Leisure Services0.8% (2)
Power0.8% (1)
Minerals & Mining0.8% (1)
Oil0.7% (1)
Cement & Cement Products0.6% (1)
Textiles & Apparels0.5% (1)
Personal Products0.5% (1)
Non - Ferrous Metals0.4% (1)
Aerospace & Defense0.3% (1)
Automobiles0.2% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.