HDFC Banking & Financial Services Fund vs SBI Nifty200 Momentum 30 Index Fund

Portfolio Overlap Analysis · HDFC vs SBI

23.0%

Moderate Overlap

6 common stocks · Rank #9101 of 28,292 pairs

Fund A

HDFC Banking & Financial Services Fund

HDFC · Sectoral - Banking

Fund B

SBI Nifty200 Momentum 30 Index Fund

SBI · Equity - Other

Common Holdings (6)

Stock	Wt% in HDFC Banking & Financial Servi	Wt% in SBI Nifty200 Momentum 30 Index	Overlap
State Bank of India Banks	6.09%	7.46%	6.09%
Shriram Finance Ltd. Finance	5.51%	4.89%	4.89%
Bajaj Finance Ltd. Finance	4.88%	4.36%	4.36%
SBI Life Insurance Co. Ltd. Insurance	3.78%	3.12%	3.12%
AU Small Finance Bank Ltd. Banks	3.09%	2.97%	2.97%
Max Financial Services Ltd. Insurance	2.24%	1.61%	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 SBI Nifty200 Momentum 30 Index

Eicher Motors Ltd.5.36%
Hindalco Industries Ltd.5.19%
TVS Motor Company Ltd.4.57%
Maruti Suzuki India Ltd.4.39%
Bharti Airtel Ltd.4.37%
Asian Paints Ltd.4.24%
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.

More comparisons for HDFC Banking & Financial Servi

vs NIPPON INDIA BANKING & FINANCI63.7% · 17 stocks
vs NIPPON INDIA ETF NIFTY BANK BE59.5% · 7 stocks
vs Nippon India Nifty Bank Index59.5% · 7 stocks
vs SBI Nifty Bank ETF59.5% · 7 stocks
vs SBI Nifty Bank Index59.5% · 7 stocks

More comparisons for SBI Nifty200 Momentum 30 Index

vs HDFCM30ETF99.9% · 30 stocks
vs HDFC NIFTY200 MOMENTUM 30 INDE99.9% · 30 stocks
vs Nippon India Nifty 500 Momentu76.9% · 27 stocks
vs Nippon India Nifty Alpha Low V35.3% · 10 stocks
vs ICICI Prudential Nifty 200 Mom32.9% · 11 stocks

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