HDFC Large Cap Fund vs PGIM INDIA ELSS TAX SAVER FUND

HDFC vs PGIM· Portfolio Overlap Analysis

46.6%High Overlap
22 common stocksRank #13866 / 20,000

Investor takeaway: At 46.6% 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 PGIM INDIA ELSS TAX SAVEROverlap
HDFC Bank Ltd.
Banks
8.58%8.22%8.22%
ICICI Bank Ltd.
Banks
9.50%6.82%6.82%
Reliance Industries Ltd.
Petroleum Products
4.96%4.91%4.91%
Bharti Airtel Ltd.
Telecom - Services
5.59%3.84%3.84%
Kotak Mahindra Bank Limited
Banks
5.34%2.40%2.40%
State Bank of India
Banks
1.91%2.38%1.91%
Eternal Limited
Retailing
1.86%1.79%1.79%
Infosys Limited
IT - Software
3.67%1.69%1.69%
Cholamandalam Investment & Finance Co. Ltd.
Finance
2.26%1.64%1.64%
MANKIND PHARMA LIMITED
Pharmaceuticals & Biotechnology
1.54%2.09%1.54%
Titan Company Ltd.
Consumer Durables
4.45%1.51%1.51%
Larsen and Toubro Ltd.
Construction
1.40%3.40%1.40%
Max Healthcare Institute Limited
Healthcare Services
1.37%1.76%1.37%
Vishal Mega Mart Limited
Retailing
1.45%1.21%1.21%
Eicher Motors Ltd.
Automobiles
1.25%1.17%1.17%
ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED
Capital Markets
1.06%1.12%1.06%
UltraTech Cement Limited
Cement & Cement Products
1.03%2.48%1.03%
SRF Ltd.
Chemicals & Petrochemicals
0.89%1.19%0.89%
Mahindra & Mahindra Ltd.
Automobiles
0.84%0.98%0.84%
United Spirits Limited
Beverages
1.65%0.63%0.63%
CG Power and Industrial Solutions Ltd.
Electrical Equipment
0.49%1.10%0.49%
SBI Life Insurance Company Ltd.
Insurance
0.20%1.21%0.20%

Unique to HDFC Large Cap

  • Axis Bank Ltd.3.70%
  • Torrent Pharmaceuticals Ltd.3.44%
  • Bajaj Auto Limited3.10%

Unique to PGIM INDIA ELSS TAX SAVER

  • Bajaj Finance Ltd.2.87%
  • ICICI Lombard General Insurance Co. Ltd.2.59%

Sector Overlap Breakdown

Banks
19.4% (4)
Petroleum Products
4.9% (1)
Telecom - Services
3.8% (1)
Retailing
3.0% (2)
Automobiles
2.0% (2)
IT - Software
1.7% (1)
Finance
1.6% (1)
Pharmaceuticals & Biotechnology
1.5% (1)
Consumer Durables
1.5% (1)
Construction
1.4% (1)
Healthcare Services
1.4% (1)
Capital Markets
1.1% (1)
Cement & Cement Products
1.0% (1)
Chemicals & Petrochemicals
0.9% (1)
Beverages
0.6% (1)
Electrical Equipment
0.5% (1)
Insurance
0.2% (1)

More comparisons for HDFC Large Cap

More comparisons for PGIM INDIA ELSS TAX SAVER

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