HDFC Balanced Advantage Fund vs Nippon India ETF Nifty 100
Portfolio Overlap Analysis · HDFC vs Nippon
48.5%
High Overlap
58 common stocks · Rank #1271 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Balanced Advantage | Wt% in Nippon India ETF Nifty 100 | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.13% | 4.77% | 4.77% |
HDFC Bank Limited Banks | 9.83% | 4.50% | 4.50% |
Reliance Industries Limited Petroleum Products | 6.81% | 3.75% | 3.75% |
State Bank of India Banks | 3.61% | 3.91% | 3.61% |
Bharti Airtel Limited Telecom - Services | 3.79% | 2.82% | 2.82% |
Larsen & Toubro Limited Construction | 3.64% | 2.62% | 2.62% |
Axis Bank Limited Banks | 2.87% | 2.55% | 2.55% |
Infosys Limited IT - Software | 3.30% | 1.97% | 1.97% |
Kotak Mahindra Bank Limited Banks | 2.21% | 1.47% | 1.47% |
Maruti Suzuki India Limited Automobiles | 1.41% | 1.57% | 1.41% |
Unique to HDFC Balanced Advantage
- NTPC Limited2.25%
- Coal India Ltd.1.87%
Unique to Nippon India ETF Nifty 100
- Mahindra & Mahindra Limited2.20%
Sector Overlap Breakdown
Banks17.3% (6)
IT - Software4.4% (4)
Petroleum Products4.3% (2)
Automobiles3.0% (5)
Telecom - Services2.8% (1)
Construction2.6% (1)
Pharmaceuticals & Biotechnology2.1% (4)
Finance1.7% (7)
Power1.6% (3)
Diversified FMCG1.4% (2)
Retailing1.3% (4)
Ferrous Metals1.1% (2)
Insurance1.0% (3)
Transport Services0.8% (1)
Consumable Fuels0.7% (1)
Aerospace & Defense0.4% (1)
Oil0.3% (1)
Gas0.3% (1)
Food Products0.3% (1)
Beverages0.3% (2)
Cement & Cement Products0.2% (1)
Auto Components0.2% (1)
Consumer Durables0.1% (1)
Electrical Equipment0.1% (1)
Transport Infrastructure0.0% (1)
Agricultural Food & other Products0.0% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC Balanced Advantage
- vs HDFCN100ET48.5% · 58 stocks
- vs HDFC NIFTY 100 Index48.5% · 58 stocks
- vs Parag Parikh Large Cap48.4% · 58 stocks
- vs SBI BSE 100 ETF48.1% · 55 stocks
- vs HDFC BSE 500 INDEX48.0% · 119 stocks
More comparisons for Nippon India ETF Nifty 100
- vs HDFCN100ET99.9% · 100 stocks
- vs HDFC NIFTY 100 Index99.9% · 100 stocks
- vs Parag Parikh Large Cap99.7% · 100 stocks
- vs SBI BSE 100 ETF93.2% · 81 stocks
- vs CNX10089.0% · 93 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.