HDFC Balanced Advantage Fund vs HDFC Multi Cap Fund

Portfolio Overlap Analysis · HDFC vs HDFC

40.3%
High Overlap
50 common stocks · Rank #2651 of 28,282 pairs
Fund A
HDFC Balanced Advantage Fund
HDFC · Balanced Advantage
Fund B
HDFC Multi Cap Fund
HDFC · Multi Cap

Common Holdings (10)

StockWt% in HDFC Balanced AdvantageWt% in HDFC Multi CapOverlap
HDFC Bank Ltd.
Banks
4.50%4.39%4.39%
ICICI Bank Ltd.
Banks
4.77%3.18%3.18%
Reliance Industries Ltd.
Petroleum Products
3.75%2.71%2.71%
Axis Bank Ltd.
Banks
2.55%2.75%2.55%
Bharti Airtel Ltd.
Telecom - Services
2.82%2.01%2.01%
Larsen and Toubro Ltd.
Construction
2.62%1.84%1.84%
NTPC Limited
Power
2.25%1.50%1.50%
Infosys Limited
IT - Software
1.97%1.45%1.45%
Kotak Mahindra Bank Limited
Banks
1.47%1.44%1.44%
Maruti Suzuki India Limited
Automobiles
1.57%1.39%1.39%

Unique to HDFC Balanced Advantage

  • State Bank of India3.91%
  • Coal India Ltd.1.87%

Unique to HDFC Multi Cap

  • Britannia Industries Ltd.2.42%
  • ICICI Lombard General Insurance Co1.45%

Sector Overlap Breakdown

Banks
13.4% (7)
IT - Software
3.7% (4)
Petroleum Products
3.4% (2)
Pharmaceuticals & Biotechnology
2.5% (6)
Automobiles
2.3% (2)
Construction
2.1% (2)
Telecom - Services
2.0% (1)
Retailing
1.6% (3)
Power
1.5% (1)
Diversified FMCG
1.2% (2)
Insurance
1.2% (3)
Finance
1.1% (3)
Transport Services
0.9% (1)
Ferrous Metals
0.8% (1)
Auto Components
0.7% (2)
Electrical Equipment
0.5% (1)
Industrial Manufacturing
0.4% (1)
Food Products
0.3% (2)
Consumer Durables
0.3% (2)
Agricultural, Commercial & Construction Vehicles
0.2% (1)
Capital Markets
0.2% (1)
Gas
0.1% (1)
Healthcare Services
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Balanced Advantage

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