HDFC Banking & Financial Services Fund vs HDFCM30ETF

Portfolio Overlap Analysis · HDFC vs HDFC

23.1%

Moderate Overlap

6 common stocks · Rank #9087 of 28,292 pairs

Fund A

HDFC Banking & Financial Services Fund

HDFC · Sectoral - Banking

Fund B

HDFC · Equity - Other

Common Holdings (6)

Stock	Wt% in HDFC Banking & Financial Servi	Wt% in HDFCM30ETF	Overlap
State Bank of India Banks	7.46%	6.10%	6.10%
Shriram Finance Ltd. Finance	4.89%	5.51%	4.89%
Bajaj Finance Ltd. Finance	4.36%	4.88%	4.36%
SBI Life Insurance Company Ltd. Insurance	3.12%	3.78%	3.12%
Au Small Finance Bank Ltd. Banks	2.97%	3.10%	2.97%
Max Financial Services Ltd. Insurance	1.61%	2.24%	1.61%

Unique to HDFC Banking & Financial Servi

HDFC Bank Ltd.16.63%
ICICI Bank Ltd.13.99%
Axis Bank Ltd.8.71%
Kotak Mahindra Bank Limited8.13%
Karur Vysya Bank Ltd.2.33%

Unique to HDFCM30ETF

Eicher Motors Ltd.5.36%
Hindalco Industries Ltd.5.19%
TVS Motor Company Ltd.4.57%
Maruti Suzuki India Limited4.39%
Bharti Airtel Ltd.4.38%
Asian Paints Limited4.24%
Hero MotoCorp Ltd.4.13%

Sector Overlap Breakdown

Finance

9.3% (2)

Banks

9.1% (2)

Insurance

4.7% (2)

Analysis

AI-generated comparative analysis coming soon.

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