HDFC Balanced Advantage Fund vs HDFC Hybrid Debt Fund
Portfolio Overlap Analysis · HDFC vs HDFC
17.2%
Low Overlap
28 common stocks · Rank #13087 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Balanced Advantage | Wt% in HDFC Hybrid Debt | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 4.77% | 2.06% | 2.06% |
HDFC Bank Ltd. Banks | 4.50% | 1.86% | 1.86% |
State Bank of India Banks | 3.91% | 1.62% | 1.62% |
Axis Bank Ltd. Banks | 2.55% | 1.35% | 1.35% |
Reliance Industries Ltd. Petroleum Products | 3.75% | 1.04% | 1.04% |
Larsen and Toubro Ltd. Construction | 2.62% | 0.90% | 0.90% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.35% | 0.78% | 0.78% |
Kotak Mahindra Bank Limited Banks | 1.47% | 0.75% | 0.75% |
NTPC Limited Power | 2.25% | 0.69% | 0.69% |
Bharti Airtel Ltd. Telecom - Services | 2.82% | 0.68% | 0.68% |
Unique to HDFC Balanced Advantage
- Infosys Limited1.97%
- Coal India Ltd.1.87%
Unique to HDFC Hybrid Debt
- Oil & Natural Gas Corporation Ltd.0.75%
Sector Overlap Breakdown
Banks7.7% (6)
IT - Software1.8% (3)
Petroleum Products1.6% (3)
Pharmaceuticals & Biotechnology1.4% (3)
Construction0.9% (1)
Power0.9% (2)
Telecom - Services0.7% (2)
Diversified FMCG0.5% (1)
Insurance0.5% (1)
Finance0.4% (2)
Oil0.3% (1)
Automobiles0.3% (1)
Consumable Fuels0.3% (1)
Transport 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.