HDFC Balanced Advantage Fund vs HDFC Nifty 50 Index Fund

Portfolio Overlap Analysis · HDFC vs HDFC

44.3%
High Overlap
36 common stocks · Rank #1870 of 28,292 pairs
Fund A
HDFC Balanced Advantage Fund
HDFC · Balanced Advantage
Fund B
HDFC Nifty 50 Index Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Balanced AdvantageWt% in HDFC Nifty 50 IndexOverlap
ICICI Bank Ltd.
Banks
4.77%8.58%4.77%
HDFC Bank Ltd.
Banks
4.50%11.83%4.50%
State Bank of India
Banks
3.91%4.34%3.91%
Reliance Industries Ltd.
Petroleum Products
3.75%8.20%3.75%
Bharti Airtel Ltd.
Telecom - Services
2.82%4.56%2.82%
Larsen and Toubro Ltd.
Construction
2.62%4.38%2.62%
Axis Bank Ltd.
Banks
2.55%3.45%2.55%
Infosys Limited
IT - Software
1.97%3.97%1.97%
NTPC Limited
Power
2.25%1.58%1.58%
Maruti Suzuki India Limited
Automobiles
1.57%1.70%1.57%

Unique to HDFC Balanced Advantage

  • Coal India Ltd.1.87%

Unique to HDFC Nifty 50 Index

  • Kotak Mahindra Bank Limited2.66%
  • Mahindra & Mahindra Ltd.2.64%

Sector Overlap Breakdown

Banks
17.2% (5)
IT - Software
4.6% (4)
Petroleum Products
3.8% (1)
Automobiles
3.0% (4)
Telecom - Services
2.8% (1)
Construction
2.6% (1)
Pharmaceuticals & Biotechnology
1.6% (3)
Power
1.6% (1)
Diversified FMCG
1.4% (2)
Retailing
1.2% (2)
Insurance
1.0% (2)
Transport Services
0.9% (1)
Consumable Fuels
0.8% (1)
Ferrous Metals
0.8% (1)
Finance
0.5% (3)
Oil
0.3% (1)
Consumer Durables
0.1% (1)
Transport Infrastructure
0.0% (1)
Agricultural Food & Other Products
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Balanced Advantage

More comparisons for HDFC Nifty 50 Index

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