Fund overlap
HDFC Mid Cap Fund vs HDFC Large & Mid Cap 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
HDFC Large & Mid Cap Fund
HDFC Large & Mid Cap Fund - Direct Plan - Growth Option
Open Ended Schemes(Equity Schemes - Large & Mid Cap Fund) · HDFC Mutual Fund
Overlap
18.1%
- Shared holdings
- 60
- Holdings in A
- 80
- Holdings in B
- 241
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 60 shared holdings, ordered by the smaller of the two weights.
| Holding | HDFC Mid Cap Fund | HDFC Large & Mid Cap Fund |
|---|---|---|
| Gland Pharma Ltd. | 1.73% | 1.42% |
| Fortis Healthcare Limited | 2.40% | 1.28% |
| Aurobindo Pharma Ltd. | 2.19% | 1.27% |
| Max Financial Services Ltd. | 3.52% | 1.25% |
| MphasiS Limited. | 1.55% | 1.16% |
| Eternal Limited | 1.35% | 1.16% |
| Mahindra & Mahindra Financial Services Ltd. | 2.11% | 1.12% |
| Indusind Bank Ltd. | 1.04% | 1.19% |
| Ipca Laboratories Ltd. | 3.43% | 0.95% |
| Bharat Forge Ltd. | 1.22% | 0.91% |
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.