WhiteOak Capital Mid Cap Fund Direct Plan Growth vs HSBC Midcap Fund - Direct Growth — portfolio overlap
23.04% of these two portfolios is the same. A modest shared core. The two portfolios are largely distinct, so holding both does broaden your exposure.
Portfolio overlap
23.04%
Stocks held by both
34
Only in WhiteOak Capital Mutual Fund's fund
124
Only in HSBC Mutual Fund's fund
41
Overlap is weighted: for every stock both funds hold, we take the smaller of the two weights and add them up. So two funds each holding 5% of the same stock overlap by 5 points, not 10. Cash and equivalents (repo, TREPS, receivables) are excluded — nearly every fund holds them, and shared cash is not shared conviction.
Stocks both funds hold— top 25 of 34, by shared weight
| Stock | Sector | In WhiteOak Capital Mutual Fund's | In HSBC Mutual Fund's | Shared |
|---|---|---|---|---|
| The Federal Bank Ltd | Financial | 2.66% | 3.96% | 2.66% |
| PB Fintech Ltd | Financial | 2.63% | 3.87% | 2.63% |
| Coforge Ltd | Technology | 2.91% | 1.92% | 1.92% |
| Lenskart Solutions Ltd. | Consumer Discretionary | 1.61% | 4.81% | 1.61% |
| Ipca Laboratories Ltd | Healthcare | 1.37% | 1.75% | 1.37% |
| Indusind Bank Ltd | Financial | 1.53% | 1.28% | 1.28% |
| Nippon Life India Asset Management Limited | Financial | 1.26% | 2.16% | 1.26% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | 0.96% | 3.61% | 0.96% |
| Multi Commodity Exchange Of India Ltd | Financial | 0.95% | 1.63% | 0.95% |
| Mahindra & Mahindra Financial Services Ltd | Financial | 0.87% | 2.27% | 0.87% |
| Navin Fluorine International Ltd | Materials | 0.80% | 2.06% | 0.80% |
| Mankind Pharma Ltd. | Healthcare | 0.80% | 2.10% | 0.80% |
| Hitachi Energy India Ltd | Industrials | 0.79% | 2.19% | 0.79% |
| GE T&D India Ltd | Industrials | 0.77% | 3.20% | 0.77% |
| Ather Energy Ltd. | Consumer Discretionary | 0.70% | 3.57% | 0.70% |
| One 97 Communications Ltd | Industrials | 0.62% | 1.47% | 0.62% |
| TD Power Systems Ltd | Industrials | 0.48% | 1.22% | 0.48% |
| Aditya Birla Capital Ltd | Financial | 0.45% | 1.74% | 0.45% |
| Aditya Infotech Ltd. | Technology | 0.39% | 2.64% | 0.39% |
| Poly Medicure Ltd | Healthcare | 0.37% | 1.26% | 0.37% |
| The South Indian Bank Ltd | Financial | 0.36% | 1.57% | 0.36% |
| Avalon Technologies Ltd. | Industrials | 0.30% | 1.34% | 0.30% |
| Kirloskar Oil Engines Ltd | Industrials | 0.27% | 0.33% | 0.27% |
| AU Small Finance Bank Ltd | Financial | 0.17% | 1.78% | 0.17% |
| Safari Industries (India) Ltd | Consumer Discretionary | 0.15% | 0.12% | 0.12% |
Holdings are a monthly disclosure, so this reflects the last portfolios both funds published — 162 and 76 holdings respectively — not live positions.