HDFC NIFTY MIDCAP 150 ETF vs Nippon India Growth Mid Cap Fund

HDFC vs Nippon· Portfolio Overlap Analysis

47.7%High Overlap

61 common stocksRank #12547 / 20,000

Investor takeaway: At 47.7% 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 (61)

Stock	Wt% in HDFC NIFTY MIDCAP 150 ETF	Wt% in Nippon India Growth Mid Cap	Overlap
Bombay Stock Exchange Limited (BSE) Capital Markets	2.92%	3.26%	2.92%
The Federal Bank Ltd. Banks	1.95%	2.80%	1.95%
Ashok Leyland Ltd Agricultural, Commercial & Construction Vehicles	1.60%	2.11%	1.60%
Indus Towers Limited Telecom - Services	1.56%	1.86%	1.56%
Cummins India Ltd. Industrial Products	1.75%	1.45%	1.45%
Au Small Finance Bank Ltd. Banks	1.43%	2.40%	1.43%
Persistent Systems Limited IT - Software	1.36%	1.77%	1.36%
Bharat Forge Ltd. Auto Components	1.35%	2.37%	1.35%
Lupin Ltd. Pharmaceuticals & Biotechnology	1.47%	1.34%	1.34%
Fortis Healthcare Limited Healthcare Services	1.30%	2.90%	1.30%
GE T&D INDIA LIMITED Electrical Equipment	1.26%	1.68%	1.26%
Max Financial Services Ltd. Insurance	1.26%	2.10%	1.26%
One 97 Communications Limited Financial Technology (Fintech)	1.18%	1.37%	1.18%
Dixon Technologies (India) Ltd. Consumer Durables	1.14%	1.08%	1.08%
APL Apollo Tubes Ltd. Industrial Products	1.07%	1.47%	1.07%
Bharat Heavy Electricals Ltd. Electrical Equipment	1.02%	1.26%	1.02%
Union Bank of India Banks	1.03%	1.01%	1.01%
Sundaram Finance Ltd. Finance	1.00%	1.22%	1.00%
Fsn Ecommerce Ventures Limited (Nykaa) Retailing	0.96%	1.01%	0.96%
Voltas Ltd. Consumer Durables	0.94%	2.45%	0.94%
Indian Bank Banks	0.92%	1.80%	0.92%
HDFC Asset Management Company Ltd. Capital Markets	1.45%	0.89%	0.89%
Alkem Laboratories Ltd. Pharmaceuticals & Biotechnology	0.87%	1.49%	0.87%
Hindustan Petroleum Corp. Ltd. Petroleum Products	1.11%	0.86%	0.86%
Torrent Power Ltd. Power	0.79%	1.25%	0.79%
Tube Investments of India Ltd. Auto Components	0.78%	1.57%	0.78%
Supreme Industries Ltd. Industrial Products	0.68%	1.10%	0.68%
Colgate-Palmolive ( I ) Ltd. Personal Products	0.78%	0.67%	0.67%
Blue Star Ltd. Consumer Durables	0.67%	0.80%	0.67%
MANKIND PHARMA LIMITED Pharmaceuticals & Biotechnology	0.67%	0.76%	0.67%
Vishal Mega Mart Limited Retailing	0.66%	0.93%	0.66%
Mahindra & Mahindra Financial Services Ltd. Finance	0.65%	0.89%	0.65%
Prestige Estates Projects Ltd. Realty	0.62%	1.18%	0.62%
Coromandel International Limited Fertilizers & Agrochemicals	0.69%	0.61%	0.61%
MphasiS Limited. IT - Software	0.69%	0.57%	0.57%
Bank of India Banks	0.57%	0.58%	0.57%
Ipca Laboratories Ltd. Pharmaceuticals & Biotechnology	0.56%	1.08%	0.56%
Astral Limited Industrial Products	0.54%	0.76%	0.54%
Jubilant Foodworks Limited Leisure Services	0.54%	0.79%	0.54%
Page Industries Ltd Textiles & Apparels	0.54%	0.70%	0.54%
Balkrishna Industries Ltd. Auto Components	0.50%	0.60%	0.50%
Swiggy Limited Retailing	1.07%	0.48%	0.48%
Schaeffler India Ltd. Auto Components	0.46%	0.89%	0.46%
Container Corporation of India Ltd. Transport Services	0.45%	0.59%	0.45%
ITC Hotels Limited Leisure Services	0.43%	0.56%	0.43%
NMDC Limited Minerals & Mining	0.75%	0.42%	0.42%
Dalmia Bharat Ltd. Cement & Cement Products	0.42%	0.82%	0.42%
JK Cement Limited Cement & Cement Products	0.63%	0.39%	0.39%
GUJARAT FLUOROCHEMICALS LIMITED Chemicals & Petrochemicals	0.39%	0.48%	0.39%
Indusind Bank Ltd. Banks	1.66%	0.37%	0.37%
United Breweries Ltd. Beverages	0.31%	0.75%	0.31%
3M India Ltd. Diversified	0.28%	0.51%	0.28%
GlaxoSmithkline Pharmaceuticals Ltd Pharmaceuticals & Biotechnology	0.28%	0.33%	0.28%
Indraprastha Gas Ltd. Gas	0.32%	0.27%	0.27%
Endurance Technologies Ltd. Auto Components	0.25%	0.79%	0.25%
Apar Industries Limited Electrical Equipment	0.50%	0.22%	0.22%
NLC India Ltd. Power	0.22%	0.95%	0.22%
NTPC Green Energy Limited Power	0.22%	1.50%	0.22%
Tata Communications Limited Telecom - Services	0.50%	0.21%	0.21%
Deepak Nitrite Limited Chemicals & Petrochemicals	0.29%	0.21%	0.21%
Gujarat Gas Ltd. Gas	0.19%	0.71%	0.19%

Unique to HDFC NIFTY MIDCAP 150 ETF

Hero MotoCorp Ltd.1.96%

Unique to Nippon India Growth Mid Cap

Power Finance Corporation Limited2.09%
Cholamandalam Financial Holdings Limited1.98%

Sector Overlap Breakdown

Banks

6.3% (6)

Capital Markets

3.8% (2)

Industrial Products

3.7% (4)

Pharmaceuticals & Biotechnology

3.7% (5)

Auto Components

3.3% (5)

Consumer Durables

2.7% (3)

Electrical Equipment

2.5% (3)

Retailing

2.1% (3)

IT - Software

1.9% (2)

Telecom - Services

1.8% (2)

Finance

1.6% (2)

Agricultural, Commercial & Construction Vehicles

1.6% (1)

Healthcare Services

1.3% (1)

Insurance

1.3% (1)

Power

1.2% (3)

Financial Technology (Fintech)

1.2% (1)

Leisure Services

1.0% (2)

Petroleum Products

0.9% (1)

Cement & Cement Products

0.8% (2)

Personal Products

0.7% (1)

Realty

0.6% (1)

Fertilizers & Agrochemicals

0.6% (1)

Chemicals & Petrochemicals

0.6% (2)

Textiles & Apparels

0.5% (1)

Gas

0.5% (2)

Transport Services

0.5% (1)

Minerals & Mining

0.4% (1)

Beverages

0.3% (1)

Diversified

0.3% (1)

More comparisons for HDFC NIFTY MIDCAP 150 ETF

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vs ICICI Prudential Nifty Midcap 99.9% · 150 stocks
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More comparisons for Nippon India Growth Mid Cap

vs Nippon India ETF Nifty Midcap 47.8% · 61 stocks
vs Nippon India Nifty Midcap 150 47.8% · 61 stocks
vs TATA NIFTY MIDCAP 150 INDEX47.6% · 61 stocks
vs ICICI Prudential Nifty Midcap 47.6% · 61 stocks
vs Kotak Nifty Midcap 150 ETF47.6% · 61 stocks

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