Mutual funds holding both HDFC Bank and Midwest

Comparing mutual fund co-ownership helps identify hidden asset concentration. Our reverse lookup database shows that 1 mutual funds hold active equity positions in both HDFC Bank and Midwest. The scheme with the highest combined exposure is Kotak ELSS Tax Saver Fund (Kotak MF), which holds a 7.42% stake in HDFC Bank and a 0.74% stake in Midwest, amounting to a combined conviction weight of 8.16%.

When multiple mutual funds in your portfolio double-up on the same stock pairs, it limits your diversification benefits. If you also hold either of these companies directly in your demat account, your aggregate exposure is amplified. This co-ownership pattern is standard among index-tracking products but represents active, concentrated strategies in equity schemes.