HDFC Arbitrage Fund vs SBI Nifty 500 Index Fund

Portfolio Overlap Analysis · HDFC vs SBI

51.9%
High Overlap
159 common stocks · Rank #883 of 28,292 pairs
Fund A
HDFC Arbitrage Fund
HDFC · Arbitrage
Fund B
SBI Nifty 500 Index Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC ArbitrageWt% in SBI Nifty 500 IndexOverlap
HDFC Bank Ltd.
Banks
6.96%6.52%6.52%
Reliance Industries Ltd.
Petroleum Products
4.82%4.17%4.17%
ICICI Bank Ltd.
Banks
5.05%3.72%3.72%
Axis Bank Ltd.
Banks
2.03%2.20%2.03%
Bharti Airtel Ltd.
Telecom - Services
2.68%1.68%1.68%
Mahindra & Mahindra Ltd.
Automobiles
1.55%1.77%1.55%
ITC Ltd.
Diversified FMCG
1.55%1.36%1.36%
Kotak Mahindra Bank Ltd.
Banks
1.56%1.28%1.28%
Bajaj Finance Ltd.
Finance
1.36%1.24%1.24%
Larsen & Toubro Ltd.
Construction
2.58%1.09%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 SBI Nifty 500 Index

  • State Bank of India2.56%
  • Infosys Ltd.2.33%

Sector Overlap Breakdown

Banks
14.9% (13)
Petroleum Products
4.8% (4)
Finance
4.0% (14)
Automobiles
3.6% (6)
Pharmaceuticals & Biotechnology
2.3% (12)
Telecom - Services
2.1% (3)
Power
2.0% (7)
Ferrous Metals
1.6% (4)
Cement & Cement Products
1.5% (4)
Diversified FMCG
1.5% (2)
Consumer Durables
1.4% (7)
Retailing
1.2% (4)
Construction
1.1% (1)
Aerospace & Defense
1.0% (2)
IT - Software
0.9% (7)
Transport Services
0.8% (3)
Food Products
0.7% (2)
Non - Ferrous Metals
0.6% (3)
Transport Infrastructure
0.6% (2)
Oil
0.6% (2)
Healthcare Services
0.5% (4)
Industrial Products
0.5% (3)
Beverages
0.5% (2)
Insurance
0.4% (5)
Agricultural Food & other Products
0.4% (3)
Electrical Equipment
0.4% (6)
Capital Markets
0.4% (6)
Realty
0.4% (5)
Financial Technology (Fintech)
0.3% (2)
Auto Components
0.2% (6)
Fertilizers & Agrochemicals
0.2% (1)
Minerals & Mining
0.1% (1)
Chemicals & Petrochemicals
0.1% (3)
Gas
0.1% (2)
Industrial Manufacturing
0.1% (2)
Leisure Services
0.1% (1)
Personal Products
0.1% (2)
Diversified Metals
0.0% (1)
Consumable Fuels
0.0% (1)
IT - Services
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Arbitrage

More comparisons for SBI Nifty 500 Index

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