HDFC Large and Mid Cap Fund vs HDFC Nifty500 Multicap 50.25.25 Index Fund

HDFC vs HDFC· Portfolio Overlap Analysis

55.6%High Overlap
205 common stocksRank #6699 / 20,000

Investor takeaway: At 55.6% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (205)

StockWt% in HDFC Large and Mid CapWt% in HDFC Nifty500 Multicap 50.25.2Overlap
HDFC Bank Ltd.
Banks
4.56%4.92%4.56%
ICICI Bank Ltd.
Banks
3.33%3.57%3.33%
Bharti Airtel Ltd.
Telecom - Services
1.88%1.90%1.88%
State Bank of India
Banks
1.77%1.81%1.77%
Infosys Limited
IT - Software
1.47%1.65%1.47%
Axis Bank Ltd.
Banks
2.06%1.44%1.44%
Kotak Mahindra Bank Limited
Banks
1.22%1.11%1.11%
Larsen and Toubro Ltd.
Construction
1.09%1.82%1.09%
Reliance Industries Ltd.
Petroleum Products
0.94%3.41%0.94%
Bajaj Finance Ltd.
Finance
0.89%0.96%0.89%
Tata Consultancy Services Ltd.
IT - Software
0.77%0.98%0.77%
Maruti Suzuki India Limited
Automobiles
1.27%0.71%0.71%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
0.68%0.67%0.67%
NTPC Limited
Power
0.93%0.66%0.66%
Eternal Limited
Retailing
0.89%0.64%0.64%
Tata Steel Ltd.
Ferrous Metals
0.64%0.64%0.64%
Bharat Electronics Ltd.
Aerospace & Defense
0.78%0.58%0.58%
Shriram Finance Ltd.
Finance
1.22%0.55%0.55%
HCL Technologies Ltd.
IT - Software
0.94%0.53%0.53%
The Federal Bank Ltd.
Banks
0.54%0.49%0.49%
Hindalco Industries Ltd.
Non - Ferrous Metals
0.81%0.48%0.48%
Hindustan Unilever Ltd.
Diversified FMCG
0.45%0.75%0.45%
Mahindra & Mahindra Ltd.
Automobiles
0.43%1.10%0.43%
Indusind Bank Ltd.
Banks
1.26%0.42%0.42%
Hero MotoCorp Ltd.
Automobiles
0.42%0.50%0.42%
ITC LIMITED
Diversified FMCG
0.42%1.09%0.42%
Eicher Motors Ltd.
Automobiles
0.98%0.40%0.40%
InterGlobe Aviation Ltd.
Transport Services
0.83%0.40%0.40%
Ashok Leyland Ltd
Agricultural, Commercial & Construction Vehicles
0.74%0.40%0.40%
Power Grid Corporation of India Ltd.
Power
0.40%0.49%0.40%
Lupin Ltd.
Pharmaceuticals & Biotechnology
1.13%0.37%0.37%
Au Small Finance Bank Ltd.
Banks
0.66%0.36%0.36%
Bharat Forge Ltd.
Auto Components
0.90%0.34%0.34%
Persistent Systems Limited
IT - Software
0.66%0.34%0.34%
PB Fintech Limited
Financial Technology (Fintech)
0.38%0.34%0.34%
Oil & Natural Gas Corporation Ltd.
Oil
0.34%0.39%0.34%
Fortis Healthcare Limited
Healthcare Services
1.56%0.33%0.33%
SBI Life Insurance Company Ltd.
Insurance
0.68%0.33%0.33%
IDFC First Bank Limited
Banks
0.54%0.33%0.33%
Max Financial Services Ltd.
Insurance
1.65%0.32%0.32%
Suzlon Energy Ltd
Electrical Equipment
0.32%0.35%0.32%
UltraTech Cement Limited
Cement & Cement Products
0.32%0.54%0.32%
Trent Ltd.
Retailing
0.49%0.31%0.31%
Tech Mahindra Ltd.
IT - Software
0.38%0.31%0.31%
Divis Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.55%0.30%0.30%
Delhivery Limited
Transport Services
0.35%0.30%0.30%
Navin Fluorine International Ltd.
Chemicals & Petrochemicals
0.30%0.30%0.30%
Max Healthcare Institute Limited
Healthcare Services
0.57%0.29%0.29%
Tata Motors Passenger Vehicles Limited
Automobiles
0.35%0.29%0.29%
Hindustan Petroleum Corp. Ltd.
Petroleum Products
1.12%0.28%0.28%
HDFC Life Insurance Company Limited
Insurance
0.30%0.28%0.28%
Coforge Limited
IT - Software
0.57%0.27%0.27%
Hindustan Aeronautics Limited
Aerospace & Defense
0.55%0.27%0.27%
Swiggy Limited
Retailing
0.51%0.27%0.27%
Bharat Petroleum Corporation Ltd.
Petroleum Products
0.49%0.27%0.27%
Tata Consumer Products Limited
Agricultural Food & Other Products
0.49%0.27%0.27%
Cipla Ltd.
Pharmaceuticals & Biotechnology
0.45%0.27%0.27%
Cholamandalam Investment & Finance Co. Ltd.
Finance
0.42%0.27%0.27%
Bombay Stock Exchange Limited (BSE)
Capital Markets
0.26%0.74%0.26%
SRF Ltd.
Chemicals & Petrochemicals
0.56%0.25%0.25%
Asian Paints Limited
Consumer Durables
0.25%0.39%0.25%
Voltas Ltd.
Consumer Durables
0.58%0.24%0.24%
Fsn Ecommerce Ventures Limited (Nykaa)
Retailing
0.50%0.24%0.24%
UPL Ltd.
Fertilizers & Agrochemicals
0.30%0.24%0.24%
Union Bank of India
Banks
0.24%0.26%0.24%
Aurobindo Pharma Ltd.
Pharmaceuticals & Biotechnology
0.93%0.23%0.23%
Indian Bank
Banks
0.67%0.23%0.23%
Dr Reddys Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.23%0.28%0.23%
Glenmark Pharmaceuticals Ltd.
Pharmaceuticals & Biotechnology
0.78%0.22%0.22%
Alkem Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.62%0.22%0.22%
Bank of Baroda
Banks
0.56%0.22%0.22%
Power Finance Corporation Ltd.
Finance
0.51%0.22%0.22%
Indian Hotels Company Ltd.
Leisure Services
0.77%0.21%0.21%
Bandhan Bank Ltd.
Banks
0.59%0.21%0.21%
Redington Ltd.
Commercial Services & Supplies
0.38%0.21%0.21%
The Phoenix Mills Limited
Realty
0.29%0.21%0.21%
Crompton Greaves Consumer Elec. Ltd.
Consumer Durables
0.28%0.21%0.21%
Avenue Supermarts Ltd.
Retailing
0.27%0.21%0.21%
Aster DM Healthcare Limited
Healthcare Services
0.52%0.20%0.20%
Dabur India Ltd.
Personal Products
0.41%0.20%0.20%
PNB Housing Finance Ltd.
Finance
0.36%0.20%0.20%
VODAFONE IDEA LIMITED
Telecom - Services
0.20%0.20%0.20%
Gland Pharma Ltd.
Pharmaceuticals & Biotechnology
0.89%0.19%0.19%
MphasiS Limited.
IT - Software
1.24%0.18%0.18%
Aditya Birla Capital ltd.
Finance
0.45%0.18%0.18%
Oil India Limited
Oil
0.30%0.18%0.18%
Mahindra & Mahindra Financial Services Ltd.
Finance
1.29%0.17%0.17%
Jindal Steel Limited.
Ferrous Metals
0.83%0.17%0.17%
Blue Star Ltd.
Consumer Durables
0.56%0.17%0.17%
ICICI Lombard General Insurance Co
Insurance
0.48%0.17%0.17%
Vishal Mega Mart Limited
Retailing
0.39%0.17%0.17%
GAIL (India) Ltd.
Gas
0.27%0.17%0.17%
ICICI Prudential Life Insurance Company Ltd.
Insurance
0.27%0.17%0.17%
PI Industries Ltd.
Fertilizers & Agrochemicals
0.22%0.17%0.17%
Supreme Industries Ltd.
Industrial Products
0.22%0.17%0.17%
Cholamandalam Financial Holdings Ltd.
Finance
0.17%0.21%0.17%
Prestige Estates Projects Ltd.
Realty
0.90%0.16%0.16%
L&T Finance Ltd.
Finance
0.74%0.16%0.16%
Torrent Pharmaceuticals Ltd.
Pharmaceuticals & Biotechnology
0.51%0.16%0.16%
Steel Authority Of India Ltd.
Ferrous Metals
0.50%0.16%0.16%
Timken India Ltd.
Industrial Products
0.49%0.16%0.16%
Sona Blw Precision Forgings
Auto Components
0.31%0.16%0.16%
NHPC Ltd.
Power
0.26%0.16%0.16%
SBI CARDS AND PAYMENT SERVICES LIMITED
Finance
0.26%0.16%0.16%
REC Limited.
Finance
0.17%0.16%0.16%
Canara Bank
Banks
0.16%0.19%0.16%
Tube Investments of India Ltd.
Auto Components
0.16%0.20%0.16%
TVS Motor Company Ltd.
Automobiles
0.16%0.33%0.16%
KAYNES TECHNOLOGY INDIA LIMITED
Industrial Manufacturing
0.79%0.15%0.15%
United Spirits Limited
Beverages
0.25%0.15%0.15%
LTIMindtree Limited
IT - Software
0.20%0.15%0.15%
Sai Life Sciences Limited
Pharmaceuticals & Biotechnology
0.15%0.18%0.15%
Samvardhana Motherson International Ltd.
Auto Components
0.15%0.21%0.15%
Ipca Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.75%0.14%0.14%
Bank of India
Banks
0.23%0.14%0.14%
Jubilant Foodworks Limited
Leisure Services
0.23%0.14%0.14%
Tata Chemicals Ltd.
Chemicals & Petrochemicals
0.22%0.14%0.14%
Wockhardt Ltd.
Pharmaceuticals & Biotechnology
0.16%0.14%0.14%
360 ONE WAM LIMITED
Capital Markets
0.14%0.19%0.14%
Biocon Ltd.
Pharmaceuticals & Biotechnology
0.14%0.19%0.14%
Godrej Properties Ltd.
Realty
0.14%0.17%0.14%
Balkrishna Industries Ltd.
Auto Components
0.94%0.13%0.13%
Adani Energy Solutions Limited
Power
0.69%0.13%0.13%
Tata Communications Limited
Telecom - Services
0.42%0.13%0.13%
Havells India Ltd.
Consumer Durables
0.21%0.13%0.13%
Page Industries Ltd
Textiles & Apparels
0.14%0.13%0.13%
Computer Age Management Services
Capital Markets
0.13%0.21%0.13%
Solar Industries India Ltd.
Chemicals & Petrochemicals
0.53%0.12%0.12%
Emami Ltd.
Personal Products
0.25%0.12%0.12%
Oberoi Realty Ltd.
Realty
0.25%0.12%0.12%
Carborundum Universal Ltd.
Industrial Products
0.17%0.12%0.12%
Aarti Industries Ltd.
Chemicals & Petrochemicals
0.16%0.12%0.12%
IIFL Finance Limited
Finance
0.12%0.15%0.12%
Ambuja Cements Ltd.
Cement & Cement Products
0.87%0.11%0.11%
LIC Housing Finance Ltd.
Finance
0.85%0.11%0.11%
Hyundai Motor India Limited
Automobiles
0.40%0.11%0.11%
Bosch Limited
Auto Components
0.38%0.11%0.11%
Oracle Financial Ser Software Ltd.
IT - Software
0.23%0.11%0.11%
Gujarat State Petronet Ltd.
Gas
0.13%0.11%0.11%
Nippon Life India Asset Management Limited
Capital Markets
0.13%0.11%0.11%
Bharat Heavy Electricals Ltd.
Electrical Equipment
0.11%0.26%0.11%
Apollo Tyres Ltd.
Auto Components
0.45%0.10%0.10%
Five-Star Business Finance Limited
Finance
0.38%0.10%0.10%
AIA Engineering Ltd.
Industrial Products
0.23%0.10%0.10%
GUJARAT FLUOROCHEMICALS LIMITED
Chemicals & Petrochemicals
0.21%0.10%0.10%
Zee Entertainment Enterprises Ltd.
Entertainment
0.16%0.10%0.10%
Exide Industries Ltd.
Auto Components
0.13%0.10%0.10%
Kajaria Ceramics Ltd.
Consumer Durables
0.11%0.10%0.10%
Container Corporation of India Ltd.
Transport Services
0.10%0.11%0.10%
KEC International Ltd.
Construction
0.10%0.10%0.10%
Lodha Developers Limited
Realty
0.10%0.10%0.10%
Star Health and Allied Insurance Company Ltd
Insurance
0.10%0.14%0.10%
Creditaccess Grameen Limited
Finance
0.32%0.09%0.09%
Eris Lifesciences Ltd
Pharmaceuticals & Biotechnology
0.32%0.09%0.09%
JSW Energy Ltd.
Power
0.17%0.09%0.09%
PVR LIMITED
Entertainment
0.15%0.09%0.09%
Waaree Energies Limited
Electrical Equipment
0.09%0.17%0.09%
ESCORTS KUBOTA LIMITED
Agricultural, Commercial & Construction Vehicles
1.02%0.08%0.08%
Ajanta Pharma Limited
Pharmaceuticals & Biotechnology
0.94%0.08%0.08%
Indraprastha Gas Ltd.
Gas
0.51%0.08%0.08%
Motilal Oswal Financial Services Ltd.
Capital Markets
0.47%0.08%0.08%
Zydus Lifesciences Limited
Pharmaceuticals & Biotechnology
0.11%0.08%0.08%
United Breweries Ltd.
Beverages
0.10%0.08%0.08%
JK Cement Limited
Cement & Cement Products
0.08%0.16%0.08%
One 97 Communications Limited
Financial Technology (Fintech)
0.08%0.30%0.08%
Sun TV Network Limited
Entertainment
0.08%0.08%0.08%
ACC Ltd.
Cement & Cement Products
0.23%0.07%0.07%
Devyani International Ltd
Leisure Services
0.19%0.07%0.07%
Whirlpool of India Ltd.
Consumer Durables
0.18%0.07%0.07%
Titagarh Wagons Limited
Industrial Manufacturing
0.14%0.07%0.07%
Deepak Nitrite Limited
Chemicals & Petrochemicals
0.09%0.07%0.07%
Life Insurance Corporation of India
Insurance
0.08%0.07%0.07%
KEI Industries Ltd.
Industrial Products
0.07%0.21%0.07%
Endurance Technologies Ltd.
Auto Components
0.37%0.06%0.06%
Godfrey Phillips India Ltd.
Cigarettes & Tobacco Products
0.32%0.06%0.06%
NLC India Ltd.
Power
0.18%0.06%0.06%
Cohance Lifesciences Limited
Pharmaceuticals & Biotechnology
0.14%0.06%0.06%
Bata India Ltd.
Consumer Durables
0.10%0.06%0.06%
L&T Technology Services Ltd.
IT - Services
0.10%0.06%0.06%
Brainbees Solutions Limited (FirstCry)
Retailing
0.08%0.06%0.06%
Brigade Enterprises Limited.
Realty
0.06%0.12%0.06%
eClerx Services Limited
Commercial Services & Supplies
0.06%0.09%0.06%
NBCC (India) Limited
Construction
0.06%0.12%0.06%
Syngene International Limited
Healthcare Services
0.09%0.05%0.05%
Hexaware Technologies Ltd.
IT - Software
0.06%0.05%0.05%
CG Power and Industrial Solutions Ltd.
Electrical Equipment
0.05%0.18%0.05%
Motherson Sumi Wiring India Limited
Auto Components
0.05%0.14%0.05%
SAPPHIRE FOODS INDIA LIMITED
Leisure Services
0.05%0.06%0.05%
Sundram Fasteners Ltd.
Auto Components
0.05%0.12%0.05%
Blue Dart Express Ltd.
Transport Services
0.20%0.04%0.04%
Nuvoco Vistas Corporation Ltd.
Cement & Cement Products
0.13%0.04%0.04%
Craftsman Automation Ltd
Auto Components
0.04%0.12%0.04%
Dixon Technologies (India) Ltd.
Consumer Durables
0.04%0.29%0.04%
JSW Infrastructure Limited
Transport Infrastructure
0.04%0.06%0.04%
Bajaj Housing Finance Ltd.
Finance
0.06%0.03%0.03%
Central Depository Services (India) Ltd.
Capital Markets
0.03%0.29%0.03%
Coromandel International Limited
Fertilizers & Agrochemicals
0.03%0.18%0.03%
Indian Railway Catering And Tourism Corp Ltd
Leisure Services
0.03%0.11%0.03%
Titan Company Ltd.
Consumer Durables
0.03%0.65%0.03%
UTI Asset Management Company Ltd
Capital Markets
0.03%0.05%0.03%
ITC Hotels Limited
Leisure Services
0.02%0.11%0.02%
Clean Science & Technology Ltd
Chemicals & Petrochemicals
0.01%0.05%0.01%
Godrej Consumer Products Ltd.
Personal Products
0.01%0.18%0.01%
LATENT VIEW ANALYTICS LIMITED
IT - Software
0.01%0.03%0.01%
Atul Ltd.
Chemicals & Petrochemicals
0.00%0.14%0.00%

Unique to HDFC Large and Mid Cap

All top holdings are shared with the other fund.

Unique to HDFC Nifty500 Multicap 50.25.2

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
15.0% (15)
IT - Software
4.2% (11)
Pharmaceuticals & Biotechnology
3.7% (18)
Finance
3.6% (16)
Automobiles
2.5% (7)
Telecom - Services
2.2% (3)
Retailing
1.9% (7)
Power
1.5% (6)
Petroleum Products
1.5% (3)
Auto Components
1.4% (12)
Insurance
1.4% (7)
Consumer Durables
1.3% (10)
Construction
1.3% (3)
Chemicals & Petrochemicals
1.1% (9)
Ferrous Metals
1.0% (3)
Diversified FMCG
0.9% (2)
Healthcare Services
0.9% (4)
Aerospace & Defense
0.8% (2)
Transport Services
0.8% (4)
Realty
0.8% (6)
Capital Markets
0.8% (7)
Cement & Cement Products
0.6% (5)
Industrial Products
0.6% (5)
Electrical Equipment
0.6% (4)
Oil
0.5% (2)
Leisure Services
0.5% (6)
Non - Ferrous Metals
0.5% (1)
Agricultural, Commercial & Construction Vehicles
0.5% (2)
Fertilizers & Agrochemicals
0.4% (3)
Financial Technology (Fintech)
0.4% (2)
Gas
0.4% (3)
Personal Products
0.3% (3)
Agricultural Food & Other Products
0.3% (1)
Commercial Services & Supplies
0.3% (2)
Entertainment
0.3% (3)
Beverages
0.2% (2)
Industrial Manufacturing
0.2% (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 HDFC Large and Mid Cap

More comparisons for HDFC Nifty500 Multicap 50.25.2

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