Fund overlap
HDFC Mid Cap Fund vs Axis Midcap Fund
Fund A
HDFC Mid Cap Fund
HDFC Mid Cap Fund - Direct Plan - IDCW Option
Open Ended Schemes(Equity Scheme - Mid Cap Fund) · HDFC Mutual Fund
Fund B
Axis Midcap Fund
Axis Midcap Fund - Direct Plan - IDCW Option
Open Ended Schemes(Equity Scheme - Mid Cap Fund) · Axis Mutual Fund
Overlap
17.9%
- Shared holdings
- 30
- Holdings in A
- 80
- Holdings in B
- 87
Overlap measures how closely the two portfolios match, holding by holding and weight by weight, using each fund's latest disclosed holdings. 100% would mean the same holdings at the same weights.
Shared holdings
The 10 largest of 30 shared holdings, ordered by the smaller of the two weights.
| Holding | HDFC Mid Cap Fund | Axis Midcap Fund |
|---|---|---|
| The Federal Bank Ltd. | 3.98% | 3.98% |
| Fortis Healthcare Limited | 2.40% | 2.61% |
| Ipca Laboratories Ltd. | 3.43% | 2.30% |
| Cummins India Ltd. | 1.82% | 1.67% |
| Marico Ltd. | 2.37% | 1.58% |
| Coforge Limited | 2.68% | 1.52% |
| Alkem Laboratories Ltd. | 1.72% | 1.37% |
| Eternal Limited | 1.35% | 2.06% |
| Au Small Finance Bank Ltd. | 3.94% | 1.23% |
| Bharat Forge Ltd. | 1.22% | 1.88% |
Data as of 30 Sept 2026
Method: weighted Jaccard
Weighted Jaccard adds up the smaller weight of every holding across both funds and divides by the sum of the larger weights.