COMETF vs HDFC Retirement Savings Fund - Hybrid-Equity Plan

Portfolio Overlap Analysis · ICICI vs HDFC

5.6%
Low Overlap
4 common stocks · Rank #27280 of 28,292 pairs
Fund A
COMETF
ICICI · Equity - Other
Fund B
HDFC Retirement Savings Fund - Hybrid-Equity Plan
HDFC · Equity - Other

Common Holdings (4)

StockWt% in COMETFWt% in HDFC Retirement Savings Fund -Overlap
Reliance Industries Ltd.
Petroleum Products
3.27%9.48%3.27%
Tata Steel Ltd.
Ferrous Metals
0.87%6.75%0.87%
NTPC Limited
Power
0.78%8.19%0.78%
Hindustan Petroleum Corp. Ltd.
Petroleum Products
0.64%2.08%0.64%

Unique to COMETF

  • Ultratech Cement Ltd.7.51%
  • Grasim Industries Ltd.5.42%
  • JSW Steel Ltd.5.14%
  • Hindalco Industries Ltd.5.11%
  • Oil & Natural Gas Corporation Ltd.4.84%
  • Coal India Ltd.4.42%
  • Vedanta Ltd.3.73%

Unique to HDFC Retirement Savings Fund -

  • HDFC Bank Ltd.6.25%
  • ICICI Bank Ltd.5.66%
  • State Bank of India3.53%
  • Axis Bank Ltd.3.25%
  • Kotak Mahindra Bank Limited2.68%
  • Maruti Suzuki India Limited2.62%
  • Tata Consultancy Services Ltd.2.32%
  • Infosys Limited2.29%
  • Bharti Airtel Ltd.2.21%

Sector Overlap Breakdown

Petroleum Products
3.9% (2)
Ferrous Metals
0.9% (1)
Power
0.8% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for COMETF

More comparisons for HDFC Retirement Savings Fund -

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