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17 of 114 unique stocks in common · Jaccard: 14.9%
A weighted portfolio overlap of 27.32% indicates a moderate overlap (a meaningful shared core). This means that out of every ₹100 you invest across these two schemes, approximately ₹27.32 is allocated to the exact same companies at the same relative proportions. The schemes share 17 common holdings.
The largest overlapping asset in their portfolios is ICICI Bank, which commands a weight of 8.83% in HDFC Flexi Cap Fund and 4.44% in HDFC Infrastructure Fund. Holding both schemes increases your concentration in ICICI Bank rather than expanding your diversification.
If the overlap is above 30%, it is typically because both schemes benchmark to the same index (e.g. Nifty 50 or Nifty LargeMidcap 250) or overlap in their top large-cap picks. To improve your portfolio's diversification, consider allocating one of these tranches to a category with lower structural correlation (such as a mid-cap, small-cap, or international equity fund).
| Stock | in HDFC Flexi | in HDFC Infrastructure |
|---|---|---|
| ICICI BankBanks | 8.83% | 4.44% |
| Larsen & ToubroConstruction | 3.55% | 7.17% |
| InterGlobe AviationTransport Services | 2.79% | 3.06% |
| Power Grid Corporation of IndiaPower | 2.51% | 2.91% |
| Bharti AirtelTelecom - Services | 2.96% | 2.14% |
| Reliance IndustriesPetroleum Products | 2.01% | 2.82% |
| HDFC BankBanks | 6.48% | 1.87% |
| State Bank of IndiaBanks | 4.22% | 1.69% |
| Axis BankBanks | 6.84% | 1.51% |
| Tata SteelFerrous Metals | 1.30% | 2.17% |
| Max Healthcare InstituteHealthcare Services | 1.38% | 0.95% |
| Kalpataru Projects InternationalConstruction | 0.59% | 4.13% |
| Apollo Hospitals EnterpriseHealthcare Services | 0.58% | 1.33% |
| Oil & Natural Gas CorporationOil | 0.58% | 1.44% |
| Prestige Estates ProjectsRealty | 0.45% | 1.20% |
| Escorts KubotaAgricultural, Commercial & Construction Vehicles | 0.34% | 0.98% |
| Bharat ElectronicsAerospace & Defense | 0.02% | 1.48% |
Weighted overlap = Σ min(weight in fund A, weight in fund B) across shared stocks, from each fund's latest public monthly portfolio (as on May 2026). Equity holdings only, ISIN-verified. Not investment advice.