Fund overlap
HDFC Equity Savings Fund vs HDFC Large & Mid Cap Fund
Fund A
HDFC Equity Savings Fund
HDFC Equity Savings Fund - Direct Plan - Growth Option
Open Ended Schemes(Hybrid Scheme - Equity Savings) · 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
20.0%
- Shared holdings
- 61
- Holdings in A
- 127
- 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 61 shared holdings, ordered by the smaller of the two weights.
| Holding | HDFC Equity Savings Fund | HDFC Large & Mid Cap Fund |
|---|---|---|
| HDFC Bank Ltd.£ | 6.96% | 3.64% |
| ICICI Bank Ltd. | 2.87% | 3.66% |
| Bharti Airtel Ltd. | 2.38% | 1.79% |
| Axis Bank Ltd. | 1.61% | 1.95% |
| Reliance Industries Ltd. | 5.23% | 1.42% |
| State Bank of India | 1.56% | 1.42% |
| Kotak Mahindra Bank Limited | 1.74% | 1.23% |
| Maruti Suzuki India Limited | 2.05% | 1.23% |
| Infosys Limited | 1.08% | 1.04% |
| Larsen and Toubro Ltd. | 2.97% | 0.96% |
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.