EDELWEISS NIFTY LARGE MID CAP 250 INDEX FUND vs HDFC Large and Mid Cap Fund

Edelweiss vs HDFC· Portfolio Overlap Analysis

59.8%High Overlap
156 common stocksRank #5154 / 20,000

Investor takeaway: At 59.8% 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 (156)

StockWt% in EDELWEISS NIFTY LARGE MID CAP Wt% in HDFC Large and Mid CapOverlap
HDFC Bank Ltd.
Banks
4.88%4.56%4.56%
ICICI Bank Ltd.
Banks
3.54%3.33%3.33%
Bharti Airtel Ltd.
Telecom - Services
1.88%1.88%1.88%
State Bank of India
Banks
1.79%1.77%1.77%
Infosys Ltd.
IT - Software
1.64%1.47%1.47%
Axis Bank Ltd.
Banks
1.43%2.06%1.43%
Kotak Mahindra Bank Ltd.
Banks
1.10%1.22%1.10%
Larsen & Toubro Ltd.
Construction
1.81%1.09%1.09%
Reliance Industries Ltd.
Petroleum Products
3.38%0.94%0.94%
Bajaj Finance Ltd.
Finance
0.95%0.89%0.89%
IndusInd Bank Ltd.
Banks
0.84%1.26%0.84%
Tata Consultancy Services Ltd.
IT - Software
0.97%0.77%0.77%
Ashok Leyland Ltd.
Agricultural, Commercial & Construction Vehicles
0.80%0.74%0.74%
Lupin Ltd.
Pharmaceuticals & Biotechnology
0.74%1.13%0.74%
Maruti Suzuki India Ltd.
Automobiles
0.70%1.27%0.70%
Bharat Forge Ltd.
Auto Components
0.68%0.90%0.68%
AU Small Finance Bank Ltd.
Banks
0.72%0.66%0.66%
Persistent Systems Ltd.
IT - Software
0.68%0.66%0.66%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
0.66%0.68%0.66%
Fortis Healthcare Ltd.
Healthcare Services
0.65%1.56%0.65%
NTPC Ltd.
Power
0.65%0.93%0.65%
Eternal Ltd.
Retailing
0.64%0.89%0.64%
Max Financial Services Ltd.
Insurance
0.64%1.65%0.64%
Tata Steel Ltd.
Ferrous Metals
0.63%0.64%0.63%
Bharat Electronics Ltd.
Aerospace & Defense
0.57%0.78%0.57%
Hindustan Petroleum Corporation Ltd.
Petroleum Products
0.56%1.12%0.56%
The Federal Bank Ltd.
Banks
0.98%0.54%0.54%
IDFC First Bank Ltd.
Banks
0.65%0.54%0.54%
Shriram Finance Ltd.
Finance
0.54%1.22%0.54%
Coforge Ltd.
IT - Software
0.53%0.57%0.53%
HCL Technologies Ltd.
IT - Software
0.53%0.94%0.53%
Swiggy Ltd.
Retailing
0.54%0.51%0.51%
SRF Ltd.
Chemicals & Petrochemicals
0.49%0.56%0.49%
FSN E-Commerce Ventures Ltd.
Retailing
0.48%0.50%0.48%
Hindalco Industries Ltd.
Non - Ferrous Metals
0.48%0.81%0.48%
Voltas Ltd.
Consumer Durables
0.47%0.58%0.47%
Indian Bank
Banks
0.46%0.67%0.46%
Hindustan Unilever Ltd.
Diversified FMCG
0.75%0.45%0.45%
Aurobindo Pharma Ltd.
Pharmaceuticals & Biotechnology
0.45%0.93%0.45%
Alkem Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.44%0.62%0.44%
Mahindra & Mahindra Ltd.
Automobiles
1.09%0.43%0.43%
Glenmark Pharmaceuticals Ltd.
Pharmaceuticals & Biotechnology
0.43%0.78%0.43%
ITC Ltd.
Diversified FMCG
1.09%0.42%0.42%
Hero MotoCorp Ltd.
Automobiles
0.98%0.42%0.42%
Dabur India Ltd.
Personal Products
0.41%0.41%0.41%
Power Grid Corporation of India Ltd.
Power
0.49%0.40%0.40%
Eicher Motors Ltd.
Automobiles
0.40%0.98%0.40%
InterGlobe Aviation Ltd.
Transport Services
0.39%0.83%0.39%
PB Fintech Ltd.
Financial Technology (Fintech)
0.67%0.38%0.38%
Aditya Birla Capital Ltd.
Finance
0.35%0.45%0.35%
Mphasis Ltd.
IT - Software
0.35%1.24%0.35%
Oil & Natural Gas Corporation Ltd.
Oil
0.39%0.34%0.34%
Blue Star Ltd.
Consumer Durables
0.33%0.56%0.33%
Vishal Mega Mart Ltd
Retailing
0.33%0.39%0.33%
Mahindra & Mahindra Financial Services Ltd
Finance
0.33%1.29%0.33%
SBI Life Insurance Company Ltd.
Insurance
0.33%0.68%0.33%
Suzlon Energy Ltd.
Electrical Equipment
0.69%0.32%0.32%
Ultratech Cement Ltd.
Cement & Cement Products
0.54%0.32%0.32%
Steel Authority of India Ltd.
Ferrous Metals
0.32%0.50%0.32%
Sona BLW Precision Forgings Ltd.
Auto Components
0.32%0.31%0.31%
Prestige Estates Projects Ltd.
Realty
0.31%0.90%0.31%
Trent Ltd.
Retailing
0.31%0.49%0.31%
Tech Mahindra Ltd.
IT - Software
0.31%0.38%0.31%
L&T Finance Ltd.
Finance
0.31%0.74%0.31%
UPL Ltd.
Fertilizers & Agrochemicals
0.47%0.30%0.30%
Oil India Ltd.
Oil
0.35%0.30%0.30%
The Phoenix Mills Ltd.
Realty
0.41%0.29%0.29%
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.29%0.55%0.29%
Max Healthcare Institute Ltd.
Healthcare Services
0.29%0.57%0.29%
Tata Motors Passenger Vehicles Ltd.
Automobiles
0.29%0.35%0.29%
IPCA Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.28%0.75%0.28%
HDFC Life Insurance Company Ltd.
Insurance
0.28%0.30%0.28%
ICICI Prudential Life Insurance Co Ltd.
Insurance
0.34%0.27%0.27%
Cipla Ltd.
Pharmaceuticals & Biotechnology
0.27%0.45%0.27%
Bharat Petroleum Corporation Ltd.
Petroleum Products
0.27%0.49%0.27%
Tata Consumer Products Ltd.
Agricultural Food & other Products
0.27%0.49%0.27%
Hindustan Aeronautics Ltd.
Aerospace & Defense
0.27%0.55%0.27%
BSE Ltd.
Capital Markets
1.47%0.26%0.26%
NHPC Ltd.
Power
0.32%0.26%0.26%
SBI Cards & Payment Services Ltd.
Finance
0.31%0.26%0.26%
Cholamandalam Investment & Finance Company Ltd.
Finance
0.26%0.42%0.26%
Asian Paints Ltd.
Consumer Durables
0.39%0.25%0.25%
Balkrishna Industries Ltd.
Auto Components
0.25%0.94%0.25%
Tata Communications Ltd.
Telecom - Services
0.25%0.42%0.25%
Union Bank of India
Banks
0.52%0.24%0.24%
Oberoi Realty Ltd.
Realty
0.24%0.25%0.24%
Bank of India
Banks
0.28%0.23%0.23%
Dr. Reddy's Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.28%0.23%0.23%
Jubilant Foodworks Ltd.
Leisure Services
0.27%0.23%0.23%
Supreme Industries Ltd.
Industrial Products
0.34%0.22%0.22%
PI Industries Ltd.
Fertilizers & Agrochemicals
0.34%0.22%0.22%
Oracle Financial Services Software Ltd.
IT - Software
0.22%0.23%0.22%
Power Finance Corporation Ltd.
Finance
0.22%0.51%0.22%
LIC Housing Finance Ltd.
Finance
0.21%0.85%0.21%
Bank of Baroda
Banks
0.21%0.56%0.21%
The Indian Hotels Company Ltd.
Leisure Services
0.21%0.77%0.21%
Vodafone Idea Ltd.
Telecom - Services
0.39%0.20%0.20%
Avenue Supermarts Ltd.
Retailing
0.20%0.27%0.20%
AIA Engineering Ltd.
Industrial Products
0.20%0.23%0.20%
Apollo Tyres Ltd.
Auto Components
0.20%0.45%0.20%
Gujarat Fluorochemicals Ltd.
Chemicals & Petrochemicals
0.20%0.21%0.20%
Ajanta Pharma Ltd.
Pharmaceuticals & Biotechnology
0.17%0.94%0.17%
Jindal Steel Ltd.
Ferrous Metals
0.17%0.83%0.17%
ICICI Lombard General Insurance Co. Ltd.
Insurance
0.17%0.48%0.17%
Tube Investments Of India Ltd.
Auto Components
0.39%0.16%0.16%
TVS Motor Company Ltd.
Automobiles
0.33%0.16%0.16%
Canara Bank
Banks
0.19%0.16%0.16%
GAIL (India) Ltd.
Gas
0.16%0.27%0.16%
Torrent Pharmaceuticals Ltd.
Pharmaceuticals & Biotechnology
0.16%0.51%0.16%
Indraprastha Gas Ltd.
Gas
0.16%0.51%0.16%
REC Ltd.
Finance
0.16%0.17%0.16%
Escorts Kubota Ltd.
Agricultural, Commercial & Construction Vehicles
0.16%1.02%0.16%
Samvardhana Motherson International Ltd.
Auto Components
0.21%0.15%0.15%
Motilal Oswal Financial Services Ltd.
Capital Markets
0.15%0.47%0.15%
LTIMindtree Ltd.
IT - Software
0.15%0.20%0.15%
United Spirits Ltd.
Beverages
0.15%0.25%0.15%
360 One Wam Ltd.
Capital Markets
0.37%0.14%0.14%
Biocon Ltd.
Pharmaceuticals & Biotechnology
0.37%0.14%0.14%
Godrej Properties Ltd.
Realty
0.34%0.14%0.14%
Page Industries Ltd.
Textiles & Apparels
0.27%0.14%0.14%
Nippon Life India Asset Management Ltd.
Capital Markets
0.22%0.13%0.13%
Exide Industries Ltd.
Auto Components
0.20%0.13%0.13%
ACC Ltd.
Cement & Cement Products
0.13%0.23%0.13%
Havells India Ltd.
Consumer Durables
0.13%0.21%0.13%
Adani Energy Solutions Ltd.
Power
0.13%0.69%0.13%
Endurance Technologies Ltd.
Auto Components
0.12%0.37%0.12%
Solar Industries India Ltd.
Chemicals & Petrochemicals
0.12%0.53%0.12%
Bharat Heavy Electricals Ltd.
Electrical Equipment
0.51%0.11%0.11%
Godfrey Phillips India Ltd.
Cigarettes & Tobacco Products
0.11%0.32%0.11%
Bosch Ltd.
Auto Components
0.11%0.38%0.11%
NLC India Ltd.
Power
0.11%0.18%0.11%
Hyundai Motor India Ltd.
Automobiles
0.11%0.40%0.11%
Ambuja Cements Ltd.
Cement & Cement Products
0.11%0.87%0.11%
Container Corporation Of India Ltd.
Transport Services
0.23%0.10%0.10%
United Breweries Ltd.
Beverages
0.15%0.10%0.10%
L&T Technology Services Ltd.
IT - Services
0.13%0.10%0.10%
Lodha Developers Ltd.
Realty
0.10%0.10%0.10%
Waaree Energies Ltd.
Electrical Equipment
0.34%0.09%0.09%
Deepak Nitrite Ltd.
Chemicals & Petrochemicals
0.14%0.09%0.09%
Syngene International Ltd.
Healthcare Services
0.11%0.09%0.09%
JSW Energy Ltd.
Power
0.09%0.17%0.09%
One 97 Communications Ltd.
Financial Technology (Fintech)
0.59%0.08%0.08%
JK Cement Ltd.
Cement & Cement Products
0.31%0.08%0.08%
Zydus Lifesciences Ltd.
Pharmaceuticals & Biotechnology
0.08%0.11%0.08%
KEI Industries Ltd.
Industrial Products
0.42%0.07%0.07%
Life Insurance Corporation of India
Insurance
0.07%0.08%0.07%
Hexaware Technologies Ltd.
IT - Software
0.09%0.06%0.06%
CG Power and Industrial Solutions Ltd.
Electrical Equipment
0.18%0.05%0.05%
Dixon Technologies (India) Ltd.
Consumer Durables
0.58%0.04%0.04%
JSW Infrastructure Ltd.
Transport Infrastructure
0.11%0.04%0.04%
Titan Company Ltd.
Consumer Durables
0.64%0.03%0.03%
Coromandel International Ltd.
Fertilizers & Agrochemicals
0.35%0.03%0.03%
Indian Railway Catering &Tou. Corp. Ltd.
Leisure Services
0.23%0.03%0.03%
Bajaj Housing Finance Ltd.
Finance
0.03%0.06%0.03%
ITC Hotels Ltd.
Leisure Services
0.22%0.02%0.02%
Godrej Consumer Products Ltd.
Personal Products
0.18%0.01%0.01%

Unique to EDELWEISS NIFTY LARGE MID CAP

All top holdings are shared with the other fund.

Unique to HDFC Large and Mid Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
16.1% (14)
IT - Software
5.0% (10)
Pharmaceuticals & Biotechnology
4.3% (13)
Finance
3.6% (11)
Automobiles
2.5% (7)
Retailing
2.5% (6)
Telecom - Services
2.3% (3)
Auto Components
2.1% (9)
Petroleum Products
1.8% (3)
Insurance
1.8% (6)
Power
1.6% (6)
Consumer Durables
1.3% (6)
Ferrous Metals
1.1% (3)
Construction
1.1% (1)
Realty
1.1% (5)
Healthcare Services
1.0% (3)
Agricultural, Commercial & Construction Vehicles
0.9% (2)
Chemicals & Petrochemicals
0.9% (4)
Diversified FMCG
0.9% (2)
Aerospace & Defense
0.8% (2)
Capital Markets
0.7% (4)
Oil
0.6% (2)
Cement & Cement Products
0.6% (4)
Electrical Equipment
0.6% (4)
Fertilizers & Agrochemicals
0.6% (3)
Transport Services
0.5% (2)
Leisure Services
0.5% (4)
Industrial Products
0.5% (3)
Non - Ferrous Metals
0.5% (1)
Financial Technology (Fintech)
0.5% (2)
Personal Products
0.4% (2)
Gas
0.3% (2)
Agricultural Food & other Products
0.3% (1)
Beverages
0.3% (2)
Textiles & Apparels
0.1% (1)
Cigarettes & Tobacco Products
0.1% (1)
IT - Services
0.1% (1)
Transport Infrastructure
0.0% (1)

More comparisons for EDELWEISS NIFTY LARGE MID CAP

More comparisons for HDFC Large and Mid Cap

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