How much do HDFC Mid Cap Fund and SBI Midcap Fund overlap?

They share 13 common holdings, a weighted portfolio overlap of about 13.89% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 13.89% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

HDFC Mid Cap Fund vs SBI Midcap Fund

HDFC MF · Mid CapSBI MF · Mid Cap· as on May 2026

Weighted portfolio overlap

13.89%

Low overlap

Common

Only HDFC

Only SBI

13 of 117 unique stocks in common · Jaccard: 11.1%

Common holdings

Stock	in HDFC	in SBI
The Federal BankBanks	3.79%	2.22%
Max Financial ServicesInsurance	4.49%	1.93%
Mahindra & Mahindra Financial ServicesFinance	1.99%	1.75%
AIA EngineeringIndustrial Products	1.54%	2.50%
Bharat ForgeAuto Components	1.29%	2.26%
CoforgeIT - Software	2.28%	1.19%
Star Health & Allied InsuranceInsurance	1.12%	1.42%
Aurobindo PharmaPharmaceuticals & Biotechnology	1.96%	1.01%
Sundram FastenersAuto Components	0.64%	1.29%
Supreme IndustriesIndustrial Products	0.60%	2.73%
ICICI Lombard General Insurance CompanyInsurance	0.24%	2.07%
Billionbrains Garage VenturesCapital Markets	0.19%	0.54%
Colgate Palmolive (India)Personal Products	0.17%	1.58%

FAQ

How much do HDFC Mid Cap Fund and SBI Midcap Fund overlap?: They share 13 common holdings, a weighted portfolio overlap of about 13.89% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 13.89% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

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.