HDFC Balanced Advantage Fund vs HDFC MNC Fund

Portfolio Overlap Analysis · HDFC vs HDFC

5.8%
Low Overlap
16 common stocks · Rank #26994 of 28,292 pairs
Fund A
HDFC Balanced Advantage Fund
HDFC · Balanced Advantage
Fund B
HDFC MNC Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Balanced AdvantageWt% in HDFC MNCOverlap
Maruti Suzuki India Limited
Automobiles
1.57%6.57%1.57%
Lupin Ltd.
Pharmaceuticals & Biotechnology
1.22%3.00%1.22%
Hyundai Motor India Limited
Automobiles
0.80%2.07%0.80%
Ambuja Cements Ltd.
Cement & Cement Products
0.38%5.80%0.38%
Britannia Industries Ltd.
Food Products
0.31%7.71%0.31%
United Spirits Limited
Beverages
0.27%6.09%0.27%
Hindustan Unilever Ltd.
Diversified FMCG
0.24%7.27%0.24%
Ashok Leyland Ltd
Agricultural, Commercial & Construction Vehicles
0.21%2.95%0.21%
Bosch Limited
Auto Components
0.19%4.04%0.19%
Tata Motors Limited
Agricultural, Commercial & Construction Vehicles
0.18%1.70%0.18%

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%
  • Coal India Ltd.1.87%

Unique to HDFC MNC

  • Nestle India Ltd.7.60%
  • Fortis Healthcare Limited6.34%
  • ESCORTS KUBOTA LIMITED4.58%
  • Timken India Ltd.3.99%

Sector Overlap Breakdown

Automobiles
2.5% (3)
Pharmaceuticals & Biotechnology
1.2% (1)
Agricultural, Commercial & Construction Vehicles
0.4% (2)
Cement & Cement Products
0.4% (1)
Food Products
0.3% (2)
Beverages
0.3% (1)
Diversified FMCG
0.2% (1)
Auto Components
0.2% (1)
Consumer Durables
0.1% (1)
Healthcare Services
0.0% (1)
Industrial Products
0.0% (1)
Transport Services
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.