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15 of 139 unique stocks in common · Jaccard: 10.8%
A weighted portfolio overlap of 9.67% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹9.67 is allocated to the exact same companies at the same relative proportions. The schemes share 15 common holdings.
The largest overlapping asset in their portfolios is Persistent Systems, which commands a weight of 1.35% in HDFC Flexi Cap Fund and 1.81% in HDFC Mid Cap Fund. Holding both schemes increases your concentration in Persistent Systems 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 Mid |
|---|---|---|
| Persistent SystemsIT - Software | 1.35% | 1.81% |
| PB FintechFinancial Technology (Fintech) | 1.33% | 1.49% |
| EternalRetailing | 3.36% | 1.24% |
| BoschAuto Components | 1.13% | 1.22% |
| United SpiritsBeverages | 0.79% | 1.98% |
| Vishal Mega MartRetailing | 0.57% | 2.30% |
| Havells IndiaConsumer Durables | 0.56% | 0.70% |
| Aster DM Quality CareHealthcare Services | 0.67% | 0.42% |
| Hexaware TechnologiesIT - Software | 0.41% | 0.80% |
| Crompton Greaves Consumer ElectricalsConsumer Durables | 0.34% | 0.71% |
| Dixon Technologies (India)Consumer Durables | 0.34% | 0.69% |
| Escorts KubotaAgricultural, Commercial & Construction Vehicles | 0.33% | 0.87% |
| Nippon Life India Asset ManagementCapital Markets | 0.33% | 1.10% |
| CIE Automotive IndiaAuto Components | 0.37% | 0.28% |
| Hindustan Petroleum CorporationPetroleum Products | 0.25% | 2.26% |
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 Jul 2026). Equity holdings only, ISIN-verified. Not investment advice.