HDFC Multi Cap Fund vs HDFC Value Fund
Portfolio Overlap Analysis · HDFC vs HDFC
43.2%
High Overlap
39 common stocks · Rank #2032 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Multi Cap | Wt% in HDFC Value | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 4.39% | 6.19% | 4.39% |
ICICI Bank Ltd. Banks | 3.18% | 6.98% | 3.18% |
Axis Bank Ltd. Banks | 2.75% | 4.57% | 2.75% |
Bharti Airtel Ltd. Telecom - Services | 2.01% | 3.30% | 2.01% |
Reliance Industries Ltd. Petroleum Products | 2.71% | 1.89% | 1.89% |
Larsen and Toubro Ltd. Construction | 1.84% | 3.03% | 1.84% |
NTPC Limited Power | 1.50% | 2.58% | 1.50% |
Infosys Limited IT - Software | 1.45% | 3.07% | 1.45% |
Maruti Suzuki India Limited Automobiles | 1.39% | 1.36% | 1.36% |
State Bank of India Banks | 1.34% | 4.46% | 1.34% |
Unique to HDFC Multi Cap
- Britannia Industries Ltd.2.42%
- ICICI Lombard General Insurance Co1.45%
Unique to HDFC Value
- Sun Pharmaceutical Industries Ltd.2.58%
- Au Small Finance Bank Ltd.2.55%
Sector Overlap Breakdown
Banks12.5% (5)
IT - Software3.6% (4)
Petroleum Products2.8% (2)
Insurance2.7% (3)
Finance2.6% (3)
Auto Components2.6% (3)
Telecom - Services2.0% (1)
Retailing2.0% (2)
Pharmaceuticals & Biotechnology1.9% (3)
Construction1.8% (1)
Power1.5% (1)
Automobiles1.4% (1)
Food Products1.4% (2)
Electrical Equipment0.9% (1)
Healthcare Services0.8% (1)
Realty0.7% (1)
Diversified FMCG0.7% (1)
Aerospace & Defense0.6% (1)
Personal Products0.5% (1)
Chemicals & Petrochemicals0.2% (1)
Capital Markets0.1% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC Multi Cap
- vs HDFC Large and Mid Cap54.7% · 91 stocks
- vs HDFC Nifty LargeMidcap 250 Ind45.5% · 72 stocks
- vs Nippon India Flexi Cap45.0% · 43 stocks
- vs ICICI Prudential Nifty LargeMi44.5% · 73 stocks
- vs HDFC500ETF43.9% · 109 stocks
More comparisons for HDFC Value
- vs HDFC Dividend Yield48.8% · 33 stocks
- vs HDFCN100ET48.2% · 32 stocks
- vs Nippon India ETF Nifty 10048.2% · 32 stocks
- vs HDFC NIFTY 100 Index48.2% · 32 stocks
- vs Parag Parikh Large Cap48.1% · 32 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.