HDFC Large Cap Fund vs TATA LARGE CAP FUND
HDFC vs Tata· Portfolio Overlap Analysis
49.6%High Overlap
18 common stocksRank #10628 / 20,000
Investor takeaway: At 49.6% 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 (18)
| Stock | Wt% in HDFC Large Cap | Wt% in TATA LARGE CAP | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 9.50% | 9.12% | 9.12% |
HDFC Bank Ltd. Banks | 8.58% | 8.20% | 8.20% |
Reliance Industries Ltd. Petroleum Products | 4.96% | 5.26% | 4.96% |
Kotak Mahindra Bank Limited Banks | 5.34% | 3.72% | 3.72% |
Axis Bank Ltd. Banks | 3.70% | 4.08% | 3.70% |
Infosys Limited IT - Software | 3.67% | 3.54% | 3.54% |
Bharti Airtel Ltd. Telecom - Services | 5.59% | 2.19% | 2.19% |
State Bank of India Banks | 1.91% | 3.54% | 1.91% |
NTPC Limited Power | 2.13% | 1.79% | 1.79% |
InterGlobe Aviation Ltd. Transport Services | 1.81% | 1.56% | 1.56% |
Indusind Bank Ltd. Banks | 1.47% | 1.72% | 1.47% |
Ambuja Cements Ltd. Cement & Cement Products | 2.78% | 1.43% | 1.43% |
Larsen and Toubro Ltd. Construction | 1.40% | 3.58% | 1.40% |
Adani Ports & Special Economic Zone Transport Infrastructure | 1.45% | 1.34% | 1.34% |
Hyundai Motor India Limited Automobiles | 1.18% | 1.32% | 1.18% |
ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED Capital Markets | 1.06% | 1.83% | 1.06% |
Mahindra & Mahindra Ltd. Automobiles | 0.84% | 2.89% | 0.84% |
Hindalco Industries Ltd. Non - Ferrous Metals | 0.21% | 1.00% | 0.21% |
Unique to HDFC Large Cap
- Titan Company Ltd.4.45%
- Torrent Pharmaceuticals Ltd.3.44%
- Bajaj Auto Limited3.10%
Unique to TATA LARGE CAP
- BAJAJ FINANCE LTD.3.04%
Sector Overlap Breakdown
Banks28.1% (6)
Petroleum Products5.0% (1)
IT - Software3.5% (1)
Telecom - Services2.2% (1)
Automobiles2.0% (2)
Power1.8% (1)
Transport Services1.6% (1)
Cement & Cement Products1.4% (1)
Construction1.4% (1)
Transport Infrastructure1.3% (1)
Capital Markets1.1% (1)
Non - Ferrous Metals0.2% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.