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)
| Stock | Wt% in HDFC Large Cap | Wt% in PGIM INDIA ELSS TAX SAVER | Overlap |
|---|---|---|---|
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
Banks19.4% (4)
Petroleum Products4.9% (1)
Telecom - Services3.8% (1)
Retailing3.0% (2)
Automobiles2.0% (2)
IT - Software1.7% (1)
Finance1.6% (1)
Pharmaceuticals & Biotechnology1.5% (1)
Consumer Durables1.5% (1)
Construction1.4% (1)
Healthcare Services1.4% (1)
Capital Markets1.1% (1)
Cement & Cement Products1.0% (1)
Chemicals & Petrochemicals0.9% (1)
Beverages0.6% (1)
Electrical Equipment0.5% (1)
Insurance0.2% (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 PGIM INDIA ELSS TAX SAVER
- vs PGIM INDIA FLEXI CAP64.7% · 47 stocks
- vs PGIM INDIA LARGE CAP62.0% · 32 stocks
- vs PGIM INDIA MULTI CAP60.5% · 56 stocks
- vs PGIM INDIA RETIREMENT59.6% · 52 stocks
- vs CANARA ROBECO LARGE CAP58.0% · 30 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.