HDFC Balanced Advantage Fund vs NIPPON INDIA ETF NIFTY 50 BEES

Portfolio Overlap Analysis · HDFC vs Nippon

44.3%
High Overlap
36 common stocks · Rank #1866 of 28,292 pairs
Fund A
HDFC Balanced Advantage Fund
HDFC · Balanced Advantage
Fund B
NIPPON INDIA ETF NIFTY 50 BEES
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC Balanced AdvantageWt% in NIPPON INDIA ETF NIFTY 50 BEESOverlap
ICICI Bank Limited
Banks
8.57%4.77%4.77%
HDFC Bank Limited
Banks
11.82%4.50%4.50%
State Bank of India
Banks
4.34%3.91%3.91%
Reliance Industries Limited
Petroleum Products
8.19%3.75%3.75%
Bharti Airtel Limited
Telecom - Services
4.56%2.82%2.82%
Larsen & Toubro Limited
Construction
4.37%2.62%2.62%
Axis Bank Limited
Banks
3.45%2.55%2.55%
Infosys Limited
IT - Software
3.96%1.97%1.97%
NTPC Limited
Power
1.58%2.25%1.58%
Maruti Suzuki India Limited
Automobiles
1.70%1.57%1.57%

Unique to HDFC Balanced Advantage

  • Coal India Ltd.1.87%

Unique to NIPPON INDIA ETF NIFTY 50 BEES

  • Kotak Mahindra Bank Limited2.66%
  • Mahindra & Mahindra Limited2.64%

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 NIPPON INDIA ETF NIFTY 50 BEES

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