HDFC Balanced Advantage Fund vs HDFC Multi-Asset Allocation Fund

Portfolio Overlap Analysis · HDFC vs HDFC

40.4%
High Overlap
44 common stocks · Rank #2640 of 28,292 pairs
Fund A
HDFC Balanced Advantage Fund
HDFC · Balanced Advantage
Fund B
HDFC Multi-Asset Allocation Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Balanced AdvantageWt% in HDFC Multi-Asset AllocationOverlap
ICICI Bank Ltd.
Banks
4.77%4.21%4.21%
HDFC Bank Ltd.
Banks
4.50%4.14%4.14%
Reliance Industries Ltd.
Petroleum Products
3.75%4.90%3.75%
State Bank of India
Banks
3.91%2.37%2.37%
Bharti Airtel Ltd.
Telecom - Services
2.82%2.34%2.34%
NTPC Limited
Power
2.25%2.34%2.25%
Axis Bank Ltd.
Banks
2.55%1.88%1.88%
Larsen and Toubro Ltd.
Construction
2.62%1.69%1.69%
Maruti Suzuki India Limited
Automobiles
1.57%1.61%1.57%
Kotak Mahindra Bank Limited
Banks
1.47%1.76%1.47%

Unique to HDFC Balanced Advantage

  • Infosys Limited1.97%
  • Coal India Ltd.1.87%

Unique to HDFC Multi-Asset Allocation

  • Oil & Natural Gas Corporation Ltd.1.66%

Sector Overlap Breakdown

Banks
14.1% (5)
Petroleum Products
4.1% (2)
IT - Software
3.7% (4)
Automobiles
3.6% (4)
Pharmaceuticals & Biotechnology
3.2% (6)
Telecom - Services
2.3% (2)
Power
2.3% (1)
Construction
1.7% (1)
Ferrous Metals
1.1% (2)
Diversified FMCG
1.0% (2)
Insurance
0.9% (3)
Retailing
0.6% (1)
Transport Services
0.4% (3)
Cement & Cement Products
0.4% (1)
Oil
0.3% (1)
Beverages
0.3% (1)
Finance
0.2% (1)
Consumer Durables
0.1% (2)
Gas
0.1% (1)
Food Products
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Balanced Advantage

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