HDFC Hybrid Equity Fund vs NIPPON INDIA LARGE CAP FUND

Portfolio Overlap Analysis · HDFC vs Nippon

43.7%
High Overlap
19 common stocks · Rank #1956 of 28,292 pairs
Fund A
HDFC Hybrid Equity Fund
HDFC · Equity - Other
Fund B
NIPPON INDIA LARGE CAP FUND
Nippon · Large Cap

Common Holdings (10)

StockWt% in HDFC Hybrid EquityWt% in NIPPON INDIA LARGE CAPOverlap
HDFC Bank Limited
Banks
8.82%7.04%7.04%
ICICI Bank Limited
Banks
7.02%6.78%6.78%
Reliance Industries Limited
Petroleum Products
5.30%4.21%4.21%
State Bank of India
Banks
3.99%4.64%3.99%
Axis Bank Limited
Banks
4.20%2.92%2.92%
Larsen & Toubro Limited
Construction
4.24%2.87%2.87%
Infosys Limited
IT - Software
2.94%2.77%2.77%
ITC Limited
Diversified FMCG
2.61%2.17%2.17%
Kotak Mahindra Bank Limited
Banks
2.02%2.62%2.02%
Maruti Suzuki India Limited
Automobiles
2.31%1.81%1.81%

Unique to HDFC Hybrid Equity

  • Bharti Airtel Ltd.2.12%

Unique to NIPPON INDIA LARGE CAP

  • GE Vernova T&D India Limited2.82%
  • Bajaj Finance Limited2.80%

Sector Overlap Breakdown

Banks
22.8% (5)
Petroleum Products
4.2% (1)
IT - Software
4.0% (2)
Construction
2.9% (1)
Automobiles
2.5% (2)
Diversified FMCG
2.2% (1)
Power
1.2% (1)
Pharmaceuticals & Biotechnology
1.1% (1)
Insurance
0.8% (1)
Retailing
0.7% (1)
Leisure Services
0.5% (1)
Personal Products
0.5% (1)
Consumer Durables
0.5% (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.