HDFC Balanced Advantage Fund vs SBI Nifty 50 ETF

Portfolio Overlap Analysis · HDFC vs SBI

44.3%
High Overlap
36 common stocks · Rank #1868 of 28,292 pairs
Fund A
HDFC Balanced Advantage Fund
HDFC · Balanced Advantage
Fund B
SBI Nifty 50 ETF
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Balanced AdvantageWt% in SBI Nifty 50 ETFOverlap
ICICI Bank Ltd.
Banks
8.58%4.77%4.77%
HDFC Bank Ltd.
Banks
11.83%4.50%4.50%
State Bank of India
Banks
4.34%3.91%3.91%
Reliance Industries Ltd.
Petroleum Products
8.20%3.75%3.75%
Bharti Airtel Ltd.
Telecom - Services
4.56%2.82%2.82%
Larsen & Toubro Ltd.
Construction
4.38%2.62%2.62%
Axis Bank Ltd.
Banks
3.45%2.55%2.55%
Infosys Ltd.
IT - Software
3.97%1.97%1.97%
NTPC Ltd.
Power
1.58%2.25%1.58%
Maruti Suzuki India Ltd.
Automobiles
1.70%1.57%1.57%

Unique to HDFC Balanced Advantage

  • Coal India Ltd.1.87%

Unique to SBI Nifty 50 ETF

  • Kotak Mahindra Bank Ltd.2.66%
  • Mahindra & Mahindra Ltd.2.64%

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

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