HDFC Banking & Financial Services Fund vs HDFCTS
Portfolio Overlap Analysis · HDFC vs HDFC
41.5%
High Overlap
11 common stocks · Rank #2348 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Banking & Financial Servi | Wt% in HDFCTS | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 13.99% | 9.13% | 9.13% |
HDFC Bank Ltd. Banks | 16.63% | 8.87% | 8.87% |
Axis Bank Ltd. Banks | 8.71% | 7.38% | 7.38% |
State Bank of India Banks | 7.46% | 5.06% | 5.06% |
Kotak Mahindra Bank Limited Banks | 8.13% | 4.37% | 4.37% |
SBI Life Insurance Company Ltd. Insurance | 3.12% | 5.52% | 3.12% |
Karur Vysya Bank Ltd. Banks | 2.33% | 1.18% | 1.18% |
ICICI Lombard General Insurance Co Insurance | 2.21% | 1.03% | 1.03% |
ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LIMITED Capital Markets | 1.98% | 0.62% | 0.62% |
PB Fintech Limited Financial Technology (Fintech) | 0.77% | 0.47% | 0.47% |
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 HDFCTS
- Maruti Suzuki India Limited4.92%
- Bharti Airtel Ltd.3.84%
- Bajaj Auto Limited2.85%
- HCL Technologies Ltd.2.80%
Sector Overlap Breakdown
Banks36.0% (6)
Insurance4.5% (3)
Capital Markets0.6% (1)
Financial Technology (Fintech)0.5% (1)
Analysis
AI-generated comparative analysis coming soon.
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More comparisons for HDFCTS
- vs HDFC Flexi Cap70.0% · 35 stocks
- vs HDFC Focused64.7% · 22 stocks
- vs HDFC Retirement Savings Fund -57.2% · 32 stocks
- vs SBI Nifty Index54.3% · 25 stocks
- vs SBI Nifty 50 ETF54.3% · 25 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.