HDFC Nifty LargeMidcap 250 Index Fund vs HDFC500ETF

Portfolio Overlap Analysis · HDFC vs HDFC

68.4%
High Overlap
247 common stocks · Rank #405 of 28,292 pairs
Fund A
HDFC Nifty LargeMidcap 250 Index Fund
HDFC · Large & Mid Cap
Fund B
HDFC500ETF
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Nifty LargeMidcap 250 IndWt% in HDFC500ETFOverlap
HDFC Bank Ltd.
Banks
7.01%4.88%4.88%
ICICI Bank Ltd.
Banks
5.11%3.54%3.54%
Reliance Industries Ltd.
Petroleum Products
4.90%3.38%3.38%
Bharti Airtel Ltd.
Telecom - Services
2.73%1.88%1.88%
Larsen and Toubro Ltd.
Construction
2.60%1.81%1.81%
State Bank of India
Banks
2.59%1.79%1.79%
Infosys Limited
IT - Software
2.41%1.64%1.64%
Axis Bank Ltd.
Banks
2.05%1.43%1.43%
Kotak Mahindra Bank Limited
Banks
1.59%1.10%1.10%
ITC LIMITED
Diversified FMCG
1.57%1.09%1.09%

Unique to HDFC Nifty LargeMidcap 250 Ind

  • Bombay Stock Exchange Limited (BSE)1.47%

Unique to HDFC500ETF

  • Mahindra & Mahindra Ltd.1.58%

Sector Overlap Breakdown

Banks
15.3% (20)
IT - Software
4.7% (13)
Petroleum Products
4.1% (4)
Finance
4.1% (20)
Automobiles
3.7% (8)
Pharmaceuticals & Biotechnology
3.1% (16)
Telecom - Services
2.5% (5)
Power
2.3% (12)
Construction
1.9% (3)
Consumer Durables
1.9% (8)
Diversified FMCG
1.8% (2)
Retailing
1.8% (7)
Electrical Equipment
1.7% (12)
Auto Components
1.5% (12)
Ferrous Metals
1.5% (5)
Cement & Cement Products
1.4% (7)
Insurance
1.3% (8)
Industrial Products
1.3% (7)
Healthcare Services
0.9% (5)
Aerospace & Defense
0.9% (3)
Non - Ferrous Metals
0.7% (3)
Realty
0.7% (6)
Chemicals & Petrochemicals
0.7% (6)
Transport Infrastructure
0.6% (3)
Agricultural Food & Other Products
0.6% (4)
Capital Markets
0.6% (4)
Food Products
0.6% (2)
Personal Products
0.6% (4)
Oil
0.5% (2)
Leisure Services
0.5% (4)
Financial Technology (Fintech)
0.5% (2)
Transport Services
0.5% (2)
Gas
0.5% (5)
Fertilizers & Agrochemicals
0.5% (3)
Diversified Metals
0.4% (1)
Beverages
0.4% (3)
Agricultural, Commercial & Construction Vehicles
0.4% (2)
Consumable Fuels
0.3% (1)
Minerals & Mining
0.2% (2)
Metals & Minerals Trading
0.2% (1)
Textiles & Apparels
0.2% (2)
Industrial Manufacturing
0.2% (3)
IT - Services
0.1% (2)
Diversified
0.1% (2)
Cigarettes & Tobacco Products
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Nifty LargeMidcap 250 Ind

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