HDFC Balanced Advantage Fund vs Nippon India Aggressive Hybrid Fund

Portfolio Overlap Analysis · HDFC vs Nippon

39.9%
Moderate Overlap
43 common stocks · Rank #2721 of 28,292 pairs
Fund A
HDFC Balanced Advantage Fund
HDFC · Balanced Advantage
Fund B
Nippon India Aggressive Hybrid Fund
Nippon · Aggressive Hybrid

Common Holdings (10)

StockWt% in HDFC Balanced AdvantageWt% in Nippon India Aggressive HybridOverlap
HDFC Bank Limited
Banks
5.17%4.50%4.50%
ICICI Bank Limited
Banks
3.55%4.77%3.55%
State Bank of India
Banks
2.99%3.91%2.99%
Bharti Airtel Limited
Telecom - Services
2.94%2.82%2.82%
Reliance Industries Limited
Petroleum Products
2.77%3.75%2.77%
Larsen & Toubro Limited
Construction
3.74%2.62%2.62%
Axis Bank Limited
Banks
3.18%2.55%2.55%
NTPC Limited
Power
2.63%2.25%2.25%
Infosys Limited
IT - Software
2.15%1.97%1.97%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.37%1.35%1.35%

Unique to HDFC Balanced Advantage

  • Coal India Ltd.1.87%

Unique to Nippon India Aggressive Hybrid

  • Mahindra & Mahindra Limited1.96%

Sector Overlap Breakdown

Banks
14.4% (5)
IT - Software
3.3% (4)
Petroleum Products
3.0% (2)
Telecom - Services
2.8% (1)
Construction
2.6% (1)
Pharmaceuticals & Biotechnology
2.6% (2)
Power
2.4% (2)
Retailing
1.7% (5)
Ferrous Metals
1.2% (2)
Transport Services
1.0% (1)
Automobiles
0.9% (1)
Insurance
0.8% (1)
Consumable Fuels
0.7% (1)
Diversified FMCG
0.6% (2)
Industrial Manufacturing
0.4% (1)
Aerospace & Defense
0.4% (1)
Finance
0.3% (3)
Consumer Durables
0.3% (2)
Beverages
0.3% (2)
Agricultural, Commercial & Construction Vehicles
0.2% (1)
Healthcare Services
0.0% (1)
Leisure Services
0.0% (1)
Food Products
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.