HDFC Balanced Advantage Fund vs SBI Nifty 500 Index Fund
Portfolio Overlap Analysis · HDFC vs SBI
47.8%
High Overlap
119 common stocks · Rank #1355 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Balanced Advantage | Wt% in SBI Nifty 500 Index | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 5.05% | 4.77% | 4.77% |
HDFC Bank Ltd. Banks | 6.96% | 4.50% | 4.50% |
Reliance Industries Ltd. Petroleum Products | 4.82% | 3.75% | 3.75% |
Bharti Airtel Ltd. Telecom - Services | 2.68% | 2.82% | 2.68% |
Larsen & Toubro Ltd. Construction | 2.58% | 2.62% | 2.58% |
State Bank of India Banks | 2.56% | 3.91% | 2.56% |
Axis Bank Ltd. Banks | 2.03% | 2.55% | 2.03% |
Infosys Ltd. IT - Software | 2.33% | 1.97% | 1.97% |
Kotak Mahindra Bank Ltd. Banks | 1.56% | 1.47% | 1.47% |
ITC Ltd. Diversified FMCG | 1.55% | 1.21% | 1.21% |
Unique to HDFC Balanced Advantage
- NTPC Limited2.25%
- Coal India Ltd.1.87%
Unique to SBI Nifty 500 Index
- Mahindra & Mahindra Ltd.1.55%
Sector Overlap Breakdown
Banks16.3% (10)
Petroleum Products4.3% (3)
IT - Software4.3% (6)
Telecom - Services2.8% (4)
Construction2.7% (4)
Automobiles2.6% (5)
Pharmaceuticals & Biotechnology2.4% (11)
Finance1.7% (13)
Diversified FMCG1.4% (2)
Power1.4% (6)
Retailing1.4% (5)
Ferrous Metals1.0% (2)
Insurance0.8% (4)
Transport Services0.6% (3)
Consumable Fuels0.5% (1)
Auto Components0.5% (3)
Aerospace & Defense0.5% (3)
Oil0.4% (2)
Food Products0.3% (1)
Gas0.3% (2)
Agricultural, Commercial & Construction Vehicles0.2% (2)
Beverages0.2% (2)
Consumer Durables0.2% (4)
Electrical Equipment0.2% (2)
Cement & Cement Products0.2% (2)
Realty0.1% (1)
Industrial Manufacturing0.1% (2)
Capital Markets0.1% (2)
Leisure Services0.1% (1)
Healthcare Services0.1% (2)
Chemicals & Petrochemicals0.0% (2)
Entertainment0.0% (1)
Personal Products0.0% (1)
Fertilizers & Agrochemicals0.0% (2)
Transport Infrastructure0.0% (1)
Industrial Products0.0% (1)
Agricultural Food & other Products0.0% (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.