HDFC Large Cap Fund vs LIC MF LARGE CAP FUND

HDFC vs LIC· Portfolio Overlap Analysis

47.7%High Overlap
22 common stocksRank #12499 / 20,000

Investor takeaway: At 47.7% 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 (22)

StockWt% in HDFC Large CapWt% in LIC MF LARGE CAPOverlap
HDFC Bank Ltd.
Banks
8.58%9.31%8.58%
ICICI Bank Ltd.
Banks
9.50%8.03%8.03%
Reliance Industries Ltd.
Petroleum Products
4.96%6.45%4.96%
Bharti Airtel Ltd.
Telecom - Services
5.59%4.06%4.06%
Axis Bank Ltd.
Banks
3.70%2.79%2.79%
Infosys Limited
IT - Software
3.67%2.73%2.73%
Titan Company Ltd.
Consumer Durables
4.45%2.01%2.01%
State Bank of India
Banks
1.91%3.32%1.91%
Kotak Mahindra Bank Limited
Banks
5.34%1.54%1.54%
InterGlobe Aviation Ltd.
Transport Services
1.81%1.50%1.50%
Larsen and Toubro Ltd.
Construction
1.40%5.64%1.40%
Eternal Limited
Retailing
1.86%1.34%1.34%
Maruti Suzuki India Limited
Automobiles
1.33%1.24%1.24%
UltraTech Cement Limited
Cement & Cement Products
1.03%1.48%1.03%
Hyundai Motor India Limited
Automobiles
1.18%0.98%0.98%
Mahindra & Mahindra Ltd.
Automobiles
0.84%2.16%0.84%
Tata Motors Passenger Vehicles Limited
Automobiles
0.75%2.46%0.75%
Tata Motors Limited
Agricultural, Commercial & Construction Vehicles
2.16%0.65%0.65%
United Spirits Limited
Beverages
1.65%0.55%0.55%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
0.51%2.08%0.51%
SBI Life Insurance Company Ltd.
Insurance
0.20%1.92%0.20%
Cholamandalam Investment & Finance Co. Ltd.
Finance
2.26%0.12%0.12%

Unique to HDFC Large Cap

  • Torrent Pharmaceuticals Ltd.3.44%
  • Bajaj Auto Limited3.10%

Unique to LIC MF LARGE CAP

  • ITC Ltd.2.57%
  • Hindustan Unilever Ltd.2.55%

Sector Overlap Breakdown

Banks
22.9% (5)
Petroleum Products
5.0% (1)
Telecom - Services
4.1% (1)
Automobiles
3.8% (4)
IT - Software
2.7% (1)
Consumer Durables
2.0% (1)
Transport Services
1.5% (1)
Construction
1.4% (1)
Retailing
1.3% (1)
Cement & Cement Products
1.0% (1)
Agricultural, Commercial & Construction Vehicles
0.7% (1)
Beverages
0.6% (1)
Pharmaceuticals & Biotechnology
0.5% (1)
Insurance
0.2% (1)
Finance
0.1% (1)

More comparisons for HDFC Large Cap

More comparisons for LIC MF LARGE CAP

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