HDFC Large Cap Fund vs Parag Parikh Large Cap Fund

Portfolio Overlap Analysis · HDFC vs PPFAS

52.4%
High Overlap
34 common stocks · Rank #848 of 28,292 pairs
Fund A
HDFC Large Cap Fund
HDFC · Large Cap
Fund B
Parag Parikh Large Cap Fund
PPFAS · Large Cap

Common Holdings (10)

StockWt% in HDFC Large CapWt% in Parag Parikh Large CapOverlap
HDFC Bank Limited
Banks
9.77%8.58%8.58%
ICICI Bank Limited
Banks
7.17%9.50%7.17%
Reliance Industries Limited
Petroleum Products
6.82%4.96%4.96%
Bharti Airtel Limited
Telecom - Services
3.79%5.59%3.79%
Infosys Limited
IT - Software
3.30%3.67%3.30%
Axis Bank Limited
Banks
2.91%3.70%2.91%
Kotak Mahindra Bank Limited
Banks
2.25%5.34%2.25%
State Bank of India
Banks
3.61%1.91%1.91%
Larsen & Toubro Limited
Construction
3.64%1.40%1.40%
Maruti Suzuki India Limited
Automobiles
1.41%1.33%1.33%

Unique to HDFC Large Cap

  • Titan Company Ltd.4.45%
  • Torrent Pharmaceuticals Ltd.3.44%
  • Bajaj Auto Limited3.10%

Unique to Parag Parikh Large Cap

  • Mahindra & Mahindra Limited2.20%

Sector Overlap Breakdown

Banks
22.8% (5)
Petroleum Products
5.0% (1)
Automobiles
4.6% (6)
Telecom - Services
3.8% (1)
IT - Software
3.3% (1)
Consumer Durables
1.6% (2)
Construction
1.4% (1)
Finance
1.4% (2)
Power
1.3% (1)
Retailing
1.3% (1)
Cement & Cement Products
1.1% (2)
Pharmaceuticals & Biotechnology
0.8% (2)
Transport Infrastructure
0.8% (1)
Transport Services
0.8% (1)
Healthcare Services
0.6% (1)
Agricultural Food & other Products
0.5% (1)
Electrical Equipment
0.4% (1)
Beverages
0.3% (1)
Realty
0.3% (1)
Non - Ferrous Metals
0.2% (1)
Insurance
0.2% (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.