AP30ETF vs HDFCN100ET

Portfolio Overlap Analysis · HDFC vs ICICI

33.2%
Moderate Overlap
26 common stocks · Rank #4640 of 28,282 pairs
Fund A
AP30ETF
ICICI · Equity - Other
Fund B
HDFCN100ET
HDFC · Equity - Other

Common Holdings (10)

StockWt% in AP30ETFWt% in HDFCN100ETOverlap
ICICI Bank Ltd.
Banks
4.62%7.14%4.62%
HDFC Bank Ltd.
Banks
4.48%9.84%4.48%
Bharti Airtel Ltd.
Telecom - Services
3.88%3.79%3.79%
Infosys Limited
IT - Software
2.66%3.30%2.66%
ITC LIMITED
Diversified FMCG
4.19%2.19%2.19%
Tata Consultancy Services Ltd.
IT - Software
2.76%1.95%1.95%
Bajaj Finance Ltd.
Finance
3.37%1.92%1.92%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
4.15%1.33%1.33%
UltraTech Cement Limited
Cement & Cement Products
3.15%1.09%1.09%
HCL Technologies Ltd.
IT - Software
2.70%1.06%1.06%

Unique to AP30ETF

  • Apollo Hospitals Enterprise Ltd.4.36%
  • HDFC Life Insurance Company Ltd.3.96%
  • Britannia Industries Ltd.3.87%
  • Divi's Laboratories Ltd.3.75%
  • Dr. Reddy's Laboratories Ltd.3.71%

Unique to HDFCN100ET

  • Reliance Industries Ltd.6.82%
  • Larsen and Toubro Ltd.3.64%
  • State Bank of India3.61%
  • Axis Bank Ltd.2.87%
  • Kotak Mahindra Bank Limited2.21%
  • Mahindra & Mahindra Ltd.2.20%

Sector Overlap Breakdown

Banks
9.1% (2)
IT - Software
6.3% (4)
Telecom - Services
3.8% (1)
Pharmaceuticals & Biotechnology
2.8% (4)
Finance
2.8% (2)
Diversified FMCG
2.2% (1)
Cement & Cement Products
2.1% (3)
Insurance
1.6% (3)
Automobiles
0.7% (1)
Healthcare Services
0.6% (1)
Food Products
0.5% (1)
Chemicals & Petrochemicals
0.3% (1)
Beverages
0.3% (1)
Auto Components
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for AP30ETF

More comparisons for HDFCN100ET

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.