BZ vs HDFC Balanced Advantage Fund

Portfolio Overlap Analysis · Nippon vs HDFC

6.1%
Low Overlap
16 common stocks · Rank #26279 of 28,282 pairs
Fund A
BZ
Nippon · Equity - Other
Fund B
HDFC Balanced Advantage Fund
HDFC · Balanced Advantage

Common Holdings (10)

StockWt% in BZWt% in HDFC Balanced AdvantageOverlap
Coal India Limited
Consumable Fuels
3.77%1.87%1.87%
SBI Life Insurance Company Limited
Insurance
3.53%0.80%0.80%
Power Finance Corporation Limited
Finance
2.30%0.71%0.71%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
3.13%0.53%0.53%
Bajaj Auto Limited
Automobiles
4.28%0.36%0.36%
Hindustan Aeronautics Limited
Aerospace & Defense
2.81%0.36%0.36%
Oil & Natural Gas Corporation Limited
Oil
4.19%0.34%0.34%
Britannia Industries Limited
Food Products
2.71%0.31%0.31%
HDFC Life Insurance Company Limited
Insurance
2.96%0.17%0.17%
Shriram Finance Limited
Finance
5.77%0.14%0.14%

Unique to BZ

  • Hindalco Industries Limited5.11%
  • Vedanta Limited4.64%
  • JSW Steel Limited4.52%
  • Eicher Motors Limited4.22%
  • Grasim Industries Limited4.10%
  • Nestle India Limited3.54%

Unique to HDFC Balanced Advantage

  • ICICI Bank Ltd.4.77%
  • HDFC Bank Ltd.4.50%
  • State Bank of India3.91%
  • Reliance Industries Ltd.3.75%
  • Bharti Airtel Ltd.2.82%
  • Larsen and Toubro Ltd.2.62%
  • Axis Bank Ltd.2.55%
  • NTPC Limited2.25%
  • Infosys Limited1.97%

Sector Overlap Breakdown

Consumable Fuels
1.9% (1)
Finance
1.0% (3)
Insurance
1.0% (2)
Pharmaceuticals & Biotechnology
0.8% (3)
Automobiles
0.5% (2)
Aerospace & Defense
0.4% (1)
Oil
0.3% (1)
Food Products
0.3% (1)
Beverages
0.0% (1)
Agricultural Food & other Products
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

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