HDFC Banking & Financial Services Fund vs HDFC BSE Sensex Index Fund

Portfolio Overlap Analysis · HDFC vs HDFC

40.7%
High Overlap
7 common stocks · Rank #2579 of 28,282 pairs
Fund A
HDFC Banking & Financial Services Fund
HDFC · Sectoral - Banking
Fund B
HDFC BSE Sensex Index Fund
HDFC · Equity - Other

Common Holdings (7)

StockWt% in HDFC Banking & Financial ServiWt% in HDFC BSE Sensex IndexOverlap
HDFC Bank Ltd.
Banks
16.63%14.07%14.07%
ICICI Bank Ltd.
Banks
13.99%10.27%10.27%
State Bank of India
Banks
7.46%5.20%5.20%
Axis Bank Ltd.
Banks
8.71%4.12%4.12%
Kotak Mahindra Bank Limited
Banks
8.13%3.18%3.18%
Bajaj Finance Ltd.
Finance
4.36%2.71%2.71%
Bajaj Finserv Ltd.
Finance
1.22%1.19%1.19%

Unique to HDFC Banking & Financial Servi

  • Shriram Finance Ltd.4.89%
  • SBI Life Insurance Company Ltd.3.12%
  • Au Small Finance Bank Ltd.2.97%
  • Karur Vysya Bank Ltd.2.33%

Unique to HDFC BSE Sensex Index

  • Reliance Industries Ltd.9.83%
  • Bharti Airtel Ltd.5.47%
  • Larsen and Toubro Ltd.5.21%
  • Infosys Limited4.84%
  • Mahindra & Mahindra Ltd.3.17%

Sector Overlap Breakdown

Banks
36.8% (5)
Finance
3.9% (2)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Banking & Financial Servi

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