HDFC Arbitrage Fund vs HDFC BSE 500 INDEX FUND
Portfolio Overlap Analysis · HDFC vs HDFC
52.1%
High Overlap
158 common stocks · Rank #868 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Arbitrage | Wt% in HDFC BSE 500 INDEX | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 6.52% | 7.02% | 6.52% |
Reliance Industries Ltd. Petroleum Products | 4.17% | 4.90% | 4.17% |
ICICI Bank Ltd. Banks | 3.72% | 5.12% | 3.72% |
Axis Bank Ltd. Banks | 2.20% | 2.05% | 2.05% |
Bharti Airtel Ltd. Telecom - Services | 1.68% | 2.73% | 1.68% |
Mahindra & Mahindra Ltd. Automobiles | 1.77% | 1.58% | 1.58% |
ITC LIMITED Diversified FMCG | 1.36% | 1.57% | 1.36% |
Kotak Mahindra Bank Limited Banks | 1.28% | 1.59% | 1.28% |
Bajaj Finance Ltd. Finance | 1.24% | 1.35% | 1.24% |
Larsen and Toubro Ltd. Construction | 1.09% | 2.60% | 1.09% |
Unique to HDFC Arbitrage
- Grasim Industries Ltd.2.41%
- JSW Steel Ltd.2.14%
- Tata Steel Ltd.1.66%
- Maruti Suzuki India Limited1.59%
Unique to HDFC BSE 500 INDEX
- State Bank of India2.59%
- Infosys Limited2.41%
Sector Overlap Breakdown
Banks14.9% (13)
Petroleum Products4.8% (4)
Finance4.0% (14)
Automobiles3.7% (6)
Pharmaceuticals & Biotechnology2.4% (12)
Telecom - Services2.1% (3)
Power2.0% (7)
Ferrous Metals1.6% (4)
Cement & Cement Products1.5% (4)
Diversified FMCG1.5% (2)
Consumer Durables1.4% (7)
Retailing1.2% (4)
Construction1.1% (1)
Aerospace & Defense1.0% (2)
IT - Software0.9% (7)
Transport Services0.8% (3)
Food Products0.7% (2)
Non - Ferrous Metals0.6% (3)
Transport Infrastructure0.6% (2)
Oil0.6% (2)
Industrial Products0.5% (3)
Healthcare Services0.5% (4)
Beverages0.5% (2)
Insurance0.4% (5)
Agricultural Food & Other Products0.4% (3)
Electrical Equipment0.4% (6)
Realty0.4% (5)
Capital Markets0.4% (5)
Financial Technology (Fintech)0.3% (2)
Auto Components0.2% (6)
Fertilizers & Agrochemicals0.2% (1)
Minerals & Mining0.1% (1)
Chemicals & Petrochemicals0.1% (3)
Gas0.1% (2)
Industrial Manufacturing0.1% (2)
Leisure Services0.1% (1)
Personal Products0.1% (2)
Diversified Metals0.0% (1)
Consumable Fuels0.0% (1)
IT - Services0.0% (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.