HDFC Balanced Advantage Fund vs NIPPON INDIA INDEX FUND - NIFTY 50 PLAN

Portfolio Overlap Analysis · Nippon vs HDFC

44.3%
High Overlap
36 common stocks · Rank #1865 of 28,282 pairs
Fund A
HDFC Balanced Advantage Fund
HDFC · Balanced Advantage
Fund B
NIPPON INDIA INDEX FUND - NIFTY 50 PLAN
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC Balanced AdvantageWt% in NIPPON INDIA INDEX FUND - NIFTOverlap
ICICI Bank Limited
Banks
4.77%8.57%4.77%
HDFC Bank Limited
Banks
4.50%11.82%4.50%
State Bank of India
Banks
3.91%4.34%3.91%
Reliance Industries Limited
Petroleum Products
3.75%8.19%3.75%
Bharti Airtel Limited
Telecom - Services
2.82%4.56%2.82%
Larsen & Toubro Limited
Construction
2.62%4.37%2.62%
Axis Bank Limited
Banks
2.55%3.45%2.55%
Infosys Limited
IT - Software
1.97%3.96%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 NIPPON INDIA INDEX FUND - NIFT

  • 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 INDEX FUND - NIFT

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