HDFC Flexi Cap Fund vs HDFC Value Fund

Portfolio Overlap Analysis · HDFC vs HDFC

43.9%
High Overlap
19 common stocks · Rank #1929 of 28,282 pairs
Fund A
HDFC Flexi Cap Fund
HDFC · Flexi Cap
Fund B
HDFC Value Fund
HDFC · Value/Contra

Common Holdings (10)

StockWt% in HDFC Flexi CapWt% in HDFC ValueOverlap
ICICI Bank Ltd.
Banks
8.78%6.98%6.98%
HDFC Bank Ltd.
Banks
7.25%6.19%6.19%
Axis Bank Ltd.
Banks
7.44%4.57%4.57%
State Bank of India
Banks
5.26%4.46%4.46%
Bharti Airtel Ltd.
Telecom - Services
3.06%3.30%3.06%
Larsen and Toubro Ltd.
Construction
2.85%3.03%2.85%
SBI Life Insurance Company Ltd.
Insurance
4.06%2.34%2.34%
HCL Technologies Ltd.
IT - Software
2.94%1.75%1.75%
Infosys Limited
IT - Software
1.73%3.07%1.73%
Eicher Motors Ltd.
Automobiles
2.55%1.51%1.51%

Unique to HDFC Flexi Cap

  • Kotak Mahindra Bank Limited3.76%
  • Maruti Suzuki India Limited2.96%

Unique to HDFC Value

  • Sun Pharmaceutical Industries Ltd.2.58%
  • NTPC Limited2.58%
  • Au Small Finance Bank Ltd.2.55%

Sector Overlap Breakdown

Banks
22.2% (4)
Automobiles
4.2% (3)
IT - Software
3.5% (2)
Telecom - Services
3.1% (1)
Construction
2.9% (1)
Insurance
2.3% (1)
Pharmaceuticals & Biotechnology
1.8% (2)
Retailing
1.3% (1)
Auto Components
1.1% (1)
Beverages
0.8% (1)
Healthcare Services
0.6% (1)
Capital Markets
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

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