HDFC Balanced Advantage Fund vs HDFC Transportation and Logistics Fund

Portfolio Overlap Analysis · HDFC vs HDFC

5.5%
Low Overlap
11 common stocks · Rank #27417 of 28,292 pairs
Fund A
HDFC Balanced Advantage Fund
HDFC · Balanced Advantage
Fund B
HDFC Transportation and Logistics Fund
HDFC · Sectoral - Transport

Common Holdings (10)

StockWt% in HDFC Balanced AdvantageWt% in HDFC Transportation and LogistOverlap
Maruti Suzuki India Limited
Automobiles
1.57%9.89%1.57%
Eternal Limited
Retailing
1.01%2.10%1.01%
Mahindra & Mahindra Ltd.
Automobiles
0.90%3.86%0.90%
Hyundai Motor India Limited
Automobiles
0.80%6.16%0.80%
Apollo Tyres Ltd.
Auto Components
0.38%2.84%0.38%
Bharat Forge Ltd.
Auto Components
0.33%2.72%0.33%
Bosch Limited
Auto Components
0.19%6.63%0.19%
Tata Motors Limited
Agricultural, Commercial & Construction Vehicles
0.18%4.02%0.18%
Aegis Vopak Terminals Limited
Oil
0.06%0.56%0.06%
TENNECO CLEAN AIR INDIA LIMITED
Auto Components
0.04%2.64%0.04%

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 Transportation and Logist

  • Eicher Motors Ltd.10.44%
  • Hero MotoCorp Ltd.5.84%
  • Sona Blw Precision Forgings5.78%
  • Gabriel India Ltd.4.83%

Sector Overlap Breakdown

Automobiles
3.3% (3)
Retailing
1.0% (1)
Auto Components
0.9% (4)
Agricultural, Commercial & Construction Vehicles
0.2% (1)
Oil
0.1% (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.