HDFC Banking & Financial Services Fund vs HDFC Focused Fund
Portfolio Overlap Analysis · HDFC vs HDFC
43.5%
High Overlap
7 common stocks · Rank #1984 of 28,282 pairs
Common Holdings (7)
| Stock | Wt% in HDFC Banking & Financial Servi | Wt% in HDFC Focused | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 13.99% | 9.50% | 9.50% |
HDFC Bank Ltd. Banks | 16.63% | 9.17% | 9.17% |
Axis Bank Ltd. Banks | 8.71% | 7.65% | 7.65% |
State Bank of India Banks | 7.46% | 6.07% | 6.07% |
Kotak Mahindra Bank Limited Banks | 8.13% | 5.78% | 5.78% |
SBI Life Insurance Company Ltd. Insurance | 3.12% | 3.53% | 3.12% |
Karur Vysya Bank Ltd. Banks | 2.33% | 2.26% | 2.26% |
Unique to HDFC Banking & Financial Servi
- Shriram Finance Ltd.4.89%
- Bajaj Finance Ltd.4.36%
- Au Small Finance Bank Ltd.2.97%
Unique to HDFC Focused
- HCL Technologies Ltd.3.97%
- Cipla Ltd.3.79%
- Maruti Suzuki India Limited3.74%
- Bharti Airtel Ltd.3.54%
Sector Overlap Breakdown
Banks40.4% (6)
Insurance3.1% (1)
Analysis
AI-generated comparative analysis coming soon.
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More comparisons for HDFC Focused
- vs HDFC Flexi Cap67.3% · 27 stocks
- vs HDFCTS64.7% · 22 stocks
- vs HDFC Retirement Savings Fund -44.7% · 17 stocks
- vs HDFC BSE Sensex Index43.8% · 12 stocks
- vs Nippon India ETF BSE Sensex43.8% · 12 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.