Fund overlap
HDFC Equity Savings Fund vs HDFC Multi 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 Multi Cap Fund
HDFC Multi Cap Fund - Direct Plan - IDCW Option
Open Ended Schemes(Equity Scheme - Multi Cap Fund) · HDFC Mutual Fund
Overlap
19.3%
- Shared holdings
- 34
- Holdings in A
- 127
- Holdings in B
- 122
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 34 shared holdings, ordered by the smaller of the two weights.
| Holding | HDFC Equity Savings Fund | HDFC Multi Cap Fund |
|---|---|---|
| HDFC Bank Ltd.£ | 6.96% | 3.93% |
| ICICI Bank Ltd. | 2.87% | 3.66% |
| Reliance Industries Ltd. | 5.23% | 2.41% |
| Bharti Airtel Ltd. | 2.38% | 2.13% |
| Kotak Mahindra Bank Limited | 1.74% | 1.92% |
| NTPC Limited | 3.55% | 1.72% |
| Axis Bank Ltd. | 1.61% | 2.44% |
| State Bank of India | 1.56% | 1.77% |
| TREPS - Tri-party Repo | 9.10% | 1.49% |
| Mahindra & Mahindra Ltd. | 1.12% | 1.32% |
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.