HDFC Large Cap Fund vs IB01-Groww Large Cap Fund
HDFC vs Groww· Portfolio Overlap Analysis
52.8%High Overlap
24 common stocksRank #7694 / 20,000
Investor takeaway: At 52.8% 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 (24)
| Stock | Wt% in HDFC Large Cap | Wt% in IB01-Groww Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 9.50% | 8.30% | 8.30% |
HDFC Bank Ltd. Banks | 8.58% | 7.80% | 7.80% |
Reliance Industries Ltd. Petroleum Products | 4.96% | 4.31% | 4.31% |
Bharti Airtel Ltd. Telecom - Services | 5.59% | 4.13% | 4.13% |
Axis Bank Ltd. Banks | 3.70% | 2.61% | 2.61% |
Torrent Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 3.44% | 2.61% | 2.61% |
Kotak Mahindra Bank Limited Banks | 5.34% | 2.47% | 2.47% |
Cholamandalam Investment & Finance Co. Ltd. Finance | 2.26% | 2.45% | 2.26% |
Infosys Limited IT - Software | 3.67% | 2.03% | 2.03% |
State Bank of India Banks | 1.91% | 4.64% | 1.91% |
Eternal Limited Retailing | 1.86% | 2.04% | 1.86% |
Bajaj Auto Limited Automobiles | 3.10% | 1.49% | 1.49% |
Larsen and Toubro Ltd. Construction | 1.40% | 6.74% | 1.40% |
Maruti Suzuki India Limited Automobiles | 1.33% | 1.92% | 1.33% |
Eicher Motors Ltd. Automobiles | 1.25% | 1.88% | 1.25% |
Ambuja Cements Ltd. Cement & Cement Products | 2.78% | 1.21% | 1.21% |
NTPC Limited Power | 2.13% | 1.07% | 1.07% |
UltraTech Cement Limited Cement & Cement Products | 1.03% | 2.48% | 1.03% |
Max Healthcare Institute Limited Healthcare Services | 1.37% | 0.93% | 0.93% |
Mahindra & Mahindra Ltd. Automobiles | 0.84% | 2.60% | 0.84% |
Tata Motors Passenger Vehicles Limited Automobiles | 0.75% | 1.61% | 0.75% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 0.51% | 1.54% | 0.51% |
Swiggy Limited Retailing | 0.73% | 0.44% | 0.44% |
Cummins India Ltd. Industrial Products | 0.28% | 3.39% | 0.28% |
Unique to HDFC Large Cap
- Titan Company Ltd.4.45%
Unique to IB01-Groww Large Cap
- Bajaj Finance Limited3.32%
Sector Overlap Breakdown
Banks23.1% (5)
Automobiles5.7% (5)
Petroleum Products4.3% (1)
Telecom - Services4.1% (1)
Pharmaceuticals & Biotechnology3.1% (2)
Retailing2.3% (2)
Finance2.3% (1)
Cement & Cement Products2.2% (2)
IT - Software2.0% (1)
Construction1.4% (1)
Power1.1% (1)
Healthcare Services0.9% (1)
Industrial Products0.3% (1)
More comparisons for HDFC Large Cap
- vs CANARA ROBECO LARGE CAP58.8% · 31 stocks
- vs HDFC NIFTY 50 ETF55.5% · 26 stocks
- vs HDFC Nifty 50 Index55.5% · 26 stocks
- vs ICICI Prudential Nifty 50 ETF55.5% · 26 stocks
- vs Mirae Asset Nifty 50 ETF55.5% · 26 stocks
More comparisons for IB01-Groww Large Cap
- vs CANARA ROBECO LARGE CAP62.7% · 26 stocks
- vs Axis Large Cap62.6% · 26 stocks
- vs IB03-Groww Aggressive Hybrid62.0% · 32 stocks
- vs Baroda BNP Paribas Nifty 50 In61.4% · 25 stocks
- vs HDFC NIFTY 50 ETF61.3% · 25 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.