HDFC Large Cap Fund vs PGIM INDIA LARGE CAP FUND
HDFC vs PGIM· Portfolio Overlap Analysis
53.4%High Overlap
27 common stocksRank #7524 / 20,000
Investor takeaway: At 53.4% 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 (27)
| Stock | Wt% in HDFC Large Cap | Wt% in PGIM INDIA LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 8.58% | 8.93% | 8.58% |
ICICI Bank Ltd. Banks | 9.50% | 7.94% | 7.94% |
Reliance Industries Ltd. Petroleum Products | 4.96% | 6.64% | 4.96% |
Bharti Airtel Ltd. Telecom - Services | 5.59% | 4.72% | 4.72% |
Kotak Mahindra Bank Limited Banks | 5.34% | 2.94% | 2.94% |
Titan Company Ltd. Consumer Durables | 4.45% | 2.30% | 2.30% |
NTPC Limited Power | 2.13% | 2.13% | 2.13% |
State Bank of India Banks | 1.91% | 2.91% | 1.91% |
Eternal Limited Retailing | 1.86% | 2.26% | 1.86% |
Infosys Limited IT - Software | 3.67% | 1.68% | 1.68% |
Larsen and Toubro Ltd. Construction | 1.40% | 4.44% | 1.40% |
MANKIND PHARMA LIMITED Pharmaceuticals & Biotechnology | 1.54% | 1.35% | 1.35% |
Maruti Suzuki India Limited Automobiles | 1.33% | 1.86% | 1.33% |
Eicher Motors Ltd. Automobiles | 1.25% | 1.43% | 1.25% |
Max Healthcare Institute Limited Healthcare Services | 1.37% | 1.06% | 1.06% |
ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED Capital Markets | 1.06% | 1.07% | 1.06% |
UltraTech Cement Limited Cement & Cement Products | 1.03% | 2.04% | 1.03% |
Vishal Mega Mart Limited Retailing | 1.45% | 0.96% | 0.96% |
Mahindra & Mahindra Ltd. Automobiles | 0.84% | 1.67% | 0.84% |
Torrent Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 3.44% | 0.80% | 0.80% |
United Spirits Limited Beverages | 1.65% | 0.79% | 0.79% |
Cholamandalam Investment & Finance Co. Ltd. Finance | 2.26% | 0.54% | 0.54% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 0.51% | 0.91% | 0.51% |
CG Power and Industrial Solutions Ltd. Electrical Equipment | 0.49% | 1.29% | 0.49% |
Tata Capital Ltd. Finance | 0.45% | 1.20% | 0.45% |
Cummins India Ltd. Industrial Products | 0.28% | 1.24% | 0.28% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.21% | 0.65% | 0.21% |
Unique to HDFC Large Cap
- Axis Bank Ltd.3.70%
- Bajaj Auto Limited3.10%
Unique to PGIM INDIA LARGE CAP
- Bajaj Finance Ltd.2.94%
- Tata Consultancy Services Ltd.2.56%
Sector Overlap Breakdown
Banks21.4% (4)
Petroleum Products5.0% (1)
Telecom - Services4.7% (1)
Automobiles3.4% (3)
Retailing2.8% (2)
Pharmaceuticals & Biotechnology2.7% (3)
Consumer Durables2.3% (1)
Power2.1% (1)
IT - Software1.7% (1)
Construction1.4% (1)
Healthcare Services1.1% (1)
Capital Markets1.1% (1)
Cement & Cement Products1.0% (1)
Finance1.0% (2)
Beverages0.8% (1)
Electrical Equipment0.5% (1)
Industrial Products0.3% (1)
Non - Ferrous Metals0.2% (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 LARGE CAP
- vs CANARA ROBECO LARGE CAP69.5% · 37 stocks
- vs Axis Large Cap65.5% · 35 stocks
- vs PGIM INDIA FLEXI CAP64.9% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In63.1% · 28 stocks
- vs HDFC NIFTY 50 ETF63.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.