HDFC BSE 500 ETF vs IB33-GROWW NIFTY 200 ETF

HDFC vs Groww· Portfolio Overlap Analysis

87.0%High Overlap

199 common stocksRank #1732 / 5,000

Investor takeaway: These funds overlap 87.0%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (199)

Stock	Wt% in HDFC BSE 500 ETF	Wt% in IB33-GROWW NIFTY 200 ETF	Overlap
HDFC Bank Ltd. Banks	7.01%	8.03%	7.01%
ICICI Bank Ltd. Banks	5.11%	5.82%	5.11%
Reliance Industries Ltd. Petroleum Products	4.90%	5.56%	4.90%
Bharti Airtel Ltd. Telecom - Services	2.73%	3.09%	2.73%
Larsen and Toubro Ltd. Construction	2.60%	2.97%	2.60%
State Bank of India Banks	2.59%	2.95%	2.59%
Infosys Limited IT - Software	2.41%	2.69%	2.41%
Axis Bank Ltd. Banks	2.05%	2.34%	2.05%
Kotak Mahindra Bank Limited Banks	1.59%	1.80%	1.59%
Mahindra & Mahindra Ltd. Automobiles	1.58%	1.79%	1.58%
ITC LIMITED Diversified FMCG	1.57%	1.79%	1.57%
Tata Consultancy Services Ltd. IT - Software	1.39%	1.59%	1.39%
Bajaj Finance Ltd. Finance	1.35%	1.56%	1.35%
Hindustan Unilever Ltd. Diversified FMCG	1.08%	1.23%	1.08%
Maruti Suzuki India Limited Automobiles	1.02%	1.15%	1.02%
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology	0.95%	1.09%	0.95%
NTPC Limited Power	0.94%	1.07%	0.94%
Titan Company Ltd. Consumer Durables	0.92%	1.06%	0.92%
Tata Steel Ltd. Ferrous Metals	0.91%	1.04%	0.91%
Eternal Limited Retailing	0.89%	1.05%	0.89%
Bharat Electronics Ltd. Aerospace & Defense	0.83%	0.94%	0.83%
Shriram Finance Ltd. Finance	0.78%	0.89%	0.78%
UltraTech Cement Limited Cement & Cement Products	0.77%	0.88%	0.77%
HCL Technologies Ltd. IT - Software	0.76%	0.87%	0.76%
Power Grid Corporation of India Ltd. Power	0.71%	0.80%	0.71%
Hindalco Industries Ltd. Non - Ferrous Metals	0.69%	0.79%	0.69%
Vedanta Ltd. Diversified Metals	0.63%	0.72%	0.63%
JSW Steel Ltd. Ferrous Metals	0.61%	0.70%	0.61%
Bajaj Finserv Ltd. Finance	0.59%	0.67%	0.59%
Adani Ports & Special Economic Zone Transport Infrastructure	0.58%	0.66%	0.58%
Bajaj Auto Limited Automobiles	0.58%	0.65%	0.58%
Eicher Motors Ltd. Automobiles	0.57%	0.65%	0.57%
Oil & Natural Gas Corporation Ltd. Oil	0.57%	0.64%	0.57%
Asian Paints Limited Consumer Durables	0.56%	0.63%	0.56%
InterGlobe Aviation Ltd. Transport Services	0.56%	0.64%	0.56%
Grasim Industries Ltd. Cement & Cement Products	0.55%	0.63%	0.55%
Coal India Ltd. Consumable Fuels	0.51%	0.58%	0.51%
Nestle India Ltd. Food Products	0.48%	0.55%	0.48%
SBI Life Insurance Company Ltd. Insurance	0.48%	0.54%	0.48%
TVS Motor Company Ltd. Automobiles	0.47%	0.53%	0.47%
Tech Mahindra Ltd. IT - Software	0.45%	0.51%	0.45%
Trent Ltd. Retailing	0.45%	0.51%	0.45%
Jio Financial Services Limited Finance	0.44%	0.49%	0.44%
Apollo Hospitals Enterprise Ltd. Healthcare Services	0.42%	0.47%	0.42%
Divis Laboratories Ltd. Pharmaceuticals & Biotechnology	0.42%	0.48%	0.42%
Max Healthcare Institute Limited Healthcare Services	0.42%	0.48%	0.42%
Tata Motors Passenger Vehicles Limited Automobiles	0.42%	0.47%	0.42%
Dr Reddys Laboratories Ltd. Pharmaceuticals & Biotechnology	0.41%	0.46%	0.41%
Cipla Ltd. Pharmaceuticals & Biotechnology	0.40%	0.45%	0.40%
HDFC Life Insurance Company Limited Insurance	0.40%	0.45%	0.40%
Bharat Petroleum Corporation Ltd. Petroleum Products	0.39%	0.44%	0.39%
Hero MotoCorp Ltd. Automobiles	0.39%	0.44%	0.39%
Tata Consumer Products Limited Agricultural Food & Other Products	0.39%	0.44%	0.39%
Cholamandalam Investment & Finance Co. Ltd. Finance	0.38%	0.43%	0.38%
Hindustan Aeronautics Limited Aerospace & Defense	0.38%	0.44%	0.38%
The Federal Bank Ltd. Banks	0.38%	0.44%	0.38%
Britannia Industries Ltd. Food Products	0.37%	0.41%	0.37%
Indian Oil Corporation Ltd. Petroleum Products	0.36%	0.41%	0.36%
Cummins India Ltd. Industrial Products	0.35%	0.39%	0.35%
Indusind Bank Ltd. Banks	0.33%	0.37%	0.33%
The Tata Power Company Ltd. Power	0.33%	0.37%	0.33%
Ashok Leyland Ltd Agricultural, Commercial & Construction Vehicles	0.32%	0.36%	0.32%
Varun Beverages Ltd Beverages	0.32%	0.37%	0.32%
Bank of Baroda Banks	0.31%	0.35%	0.31%
Indian Hotels Company Ltd. Leisure Services	0.31%	0.35%	0.31%
Power Finance Corporation Ltd. Finance	0.31%	0.36%	0.31%
Samvardhana Motherson International Ltd. Auto Components	0.31%	0.35%	0.31%
ADANI ENTERPRISES LIMTIED Metals & Minerals Trading	0.30%	0.33%	0.30%
Avenue Supermarts Ltd. Retailing	0.30%	0.33%	0.30%
Indus Towers Limited Telecom - Services	0.30%	0.35%	0.30%
Wipro Ltd. IT - Software	0.30%	0.34%	0.30%
Lupin Ltd. Pharmaceuticals & Biotechnology	0.29%	0.33%	0.29%
Adani Power (Mundra) Limited Power	0.28%	0.33%	0.28%
Au Small Finance Bank Ltd. Banks	0.28%	0.32%	0.28%
HDFC Asset Management Company Ltd. Capital Markets	0.28%	0.32%	0.28%
Bharat Forge Ltd. Auto Components	0.27%	0.30%	0.27%
Canara Bank Banks	0.27%	0.31%	0.27%
Persistent Systems Limited IT - Software	0.27%	0.30%	0.27%
Suzlon Energy Ltd Electrical Equipment	0.27%	0.31%	0.27%
PB Fintech Limited Financial Technology (Fintech)	0.26%	0.30%	0.26%
Polycab India Limited Industrial Products	0.26%	0.26%	0.26%
CG Power and Industrial Solutions Ltd. Electrical Equipment	0.25%	0.29%	0.25%
Fortis Healthcare Limited Healthcare Services	0.25%	0.29%	0.25%
Godrej Consumer Products Ltd. Personal Products	0.25%	0.29%	0.25%
IDFC First Bank Limited Banks	0.25%	0.29%	0.25%
Max Financial Services Ltd. Insurance	0.25%	0.28%	0.25%
Bajaj Holdings & Investment Ltd Finance	0.24%	0.27%	0.24%
GAIL (India) Ltd. Gas	0.24%	0.27%	0.24%
ICICI Lombard General Insurance Co Insurance	0.24%	0.27%	0.24%
Jindal Steel Limited. Ferrous Metals	0.24%	0.27%	0.24%
Pidilite Industries Ltd. Chemicals & Petrochemicals	0.24%	0.27%	0.24%
Torrent Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology	0.24%	0.27%	0.24%
Dixon Technologies (India) Ltd. Consumer Durables	0.23%	0.25%	0.23%
One 97 Communications Limited Financial Technology (Fintech)	0.23%	0.26%	0.23%
Punjab National Bank Banks	0.23%	0.26%	0.23%
Hindustan Petroleum Corp. Ltd. Petroleum Products	0.22%	0.25%	0.22%
REC Limited. Finance	0.22%	0.26%	0.22%
Swiggy Limited Retailing	0.22%	0.24%	0.22%
APL Apollo Tubes Ltd. Industrial Products	0.21%	0.24%	0.21%
Coforge Limited IT - Software	0.21%	0.23%	0.21%
INFO EDGE (INDIA) LIMITED Retailing	0.21%	0.24%	0.21%
LTIMindtree Limited IT - Software	0.21%	0.24%	0.21%
Marico Ltd. Agricultural Food & Other Products	0.21%	0.25%	0.21%
United Spirits Limited Beverages	0.21%	0.24%	0.21%
DLF LIMITED Realty	0.20%	0.23%	0.20%
Union Bank of India Banks	0.20%	0.23%	0.20%
Fsn Ecommerce Ventures Limited (Nykaa) Retailing	0.19%	0.21%	0.19%
GMR Airports Limited Transport Infrastructure	0.19%	0.21%	0.19%
Muthoot Finance Ltd. Finance	0.19%	0.21%	0.19%
SRF Ltd. Chemicals & Petrochemicals	0.19%	0.22%	0.19%
Voltas Ltd. Consumer Durables	0.19%	0.21%	0.19%
Yes Bank Ltd. Banks	0.19%	0.22%	0.19%
Aurobindo Pharma Ltd. Pharmaceuticals & Biotechnology	0.18%	0.20%	0.18%
Bharat Heavy Electricals Ltd. Electrical Equipment	0.18%	0.23%	0.18%
Havells India Ltd. Consumer Durables	0.18%	0.21%	0.18%
Indian Bank Banks	0.18%	0.21%	0.18%
Shree Cement Ltd. Cement & Cement Products	0.18%	0.19%	0.18%
UPL Ltd. Fertilizers & Agrochemicals	0.18%	0.21%	0.18%
ABB India Ltd. Electrical Equipment	0.17%	0.19%	0.17%
Adani Energy Solutions Limited Power	0.17%	0.21%	0.17%
Alkem Laboratories Ltd. Pharmaceuticals & Biotechnology	0.17%	0.19%	0.17%
Glenmark Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology	0.17%	0.19%	0.17%
Hitachi Energy India Ltd. Electrical Equipment	0.17%	0.19%	0.17%
National Aluminium Co. Ltd. Non - Ferrous Metals	0.17%	0.19%	0.17%
Solar Industries India Ltd. Chemicals & Petrochemicals	0.17%	0.19%	0.17%
Ambuja Cements Ltd. Cement & Cement Products	0.16%	0.18%	0.16%
Bosch Limited Auto Components	0.16%	0.17%	0.16%
Dabur India Ltd. Personal Products	0.16%	0.18%	0.16%
KEI Industries Ltd. Industrial Products	0.16%	0.18%	0.16%
Siemens Ltd. Electrical Equipment	0.16%	0.18%	0.16%
The Phoenix Mills Limited Realty	0.16%	0.18%	0.16%
Torrent Power Ltd. Power	0.16%	0.18%	0.16%
360 ONE WAM LIMITED Capital Markets	0.15%	0.17%	0.15%
Adani Green Energy Limited Power	0.15%	0.17%	0.15%
Colgate-Palmolive ( I ) Ltd. Personal Products	0.15%	0.17%	0.15%
Hyundai Motor India Limited Automobiles	0.15%	0.18%	0.15%
NMDC Limited Minerals & Mining	0.15%	0.17%	0.15%
Tube Investments of India Ltd. Auto Components	0.15%	0.17%	0.15%
VODAFONE IDEA LIMITED Telecom - Services	0.15%	0.17%	0.15%
Aditya Birla Capital ltd. Finance	0.14%	0.16%	0.14%
Biocon Ltd. Pharmaceuticals & Biotechnology	0.14%	0.16%	0.14%
Coromandel International Limited Fertilizers & Agrochemicals	0.14%	0.15%	0.14%
JSW Energy Ltd. Power	0.14%	0.15%	0.14%
Lodha Developers Limited Realty	0.14%	0.16%	0.14%
MphasiS Limited. IT - Software	0.14%	0.15%	0.14%
Siemens Energy India Limited Electrical Equipment	0.14%	0.15%	0.14%
Blue Star Ltd. Consumer Durables	0.13%	0.15%	0.13%
Godrej Properties Ltd. Realty	0.13%	0.15%	0.13%
Hindustan Zinc Ltd. Non - Ferrous Metals	0.13%	0.15%	0.13%
Mahindra & Mahindra Financial Services Ltd. Finance	0.13%	0.15%	0.13%
MANKIND PHARMA LIMITED Pharmaceuticals & Biotechnology	0.13%	0.15%	0.13%
Oil India Limited Oil	0.13%	0.16%	0.13%
PI Industries Ltd. Fertilizers & Agrochemicals	0.13%	0.15%	0.13%
Supreme Industries Ltd. Industrial Products	0.13%	0.15%	0.13%
Vishal Mega Mart Limited Retailing	0.13%	0.15%	0.13%
Waaree Energies Limited Electrical Equipment	0.13%	0.15%	0.13%
L&T Finance Ltd. Finance	0.12%	0.14%	0.12%
NHPC Ltd. Power	0.12%	0.14%	0.12%
Prestige Estates Projects Ltd. Realty	0.12%	0.14%	0.12%
SBI CARDS AND PAYMENT SERVICES LIMITED Finance	0.12%	0.14%	0.12%
Sona Blw Precision Forgings Auto Components	0.12%	0.14%	0.12%
Steel Authority Of India Ltd. Ferrous Metals	0.12%	0.14%	0.12%
Zydus Lifesciences Limited Pharmaceuticals & Biotechnology	0.12%	0.14%	0.12%
Bank of India Banks	0.11%	0.13%	0.11%
Jubilant Foodworks Limited Leisure Services	0.11%	0.12%	0.11%
Page Industries Ltd Textiles & Apparels	0.11%	0.11%	0.11%
Astral Limited Industrial Products	0.10%	0.12%	0.10%
Indian Railways Finance Corp. Ltd. Finance	0.10%	0.11%	0.10%
Tata Communications Limited Telecom - Services	0.10%	0.11%	0.10%
MRF Ltd. Auto Components	0.14%	0.09%	0.09%
Container Corporation of India Ltd. Transport Services	0.09%	0.10%	0.09%
Indian Railway Catering And Tourism Corp Ltd Leisure Services	0.09%	0.10%	0.09%
ITC Hotels Limited Leisure Services	0.09%	0.10%	0.09%
Mazagon Dock Shipbuilders Ltd Industrial Manufacturing	0.09%	0.10%	0.09%
Oberoi Realty Ltd. Realty	0.09%	0.11%	0.09%
Oracle Financial Ser Software Ltd. IT - Software	0.09%	0.09%	0.09%
Patanjali Foods Limited Agricultural Food & Other Products	0.09%	0.10%	0.09%
Rail Vikas Nigam Ltd Construction	0.09%	0.11%	0.09%
Exide Industries Ltd. Auto Components	0.08%	0.09%	0.08%
Kalyan Jewellers India Ltd Consumer Durables	0.08%	0.09%	0.08%
LIC Housing Finance Ltd. Finance	0.08%	0.10%	0.08%
Life Insurance Corporation of India Insurance	0.08%	0.11%	0.08%
Tata Elxsi Ltd. IT - Software	0.08%	0.09%	0.08%
ADANI TOTAL GAS LIMITED Gas	0.07%	0.08%	0.07%
Cochin Shipyard Ltd. Industrial Manufacturing	0.07%	0.07%	0.07%
KPIT Technologies Ltd IT - Software	0.07%	0.07%	0.07%
Bharat Dynamics Limited Aerospace & Defense	0.06%	0.07%	0.06%
Bharti Hexacom Limited Telecom - Services	0.06%	0.07%	0.06%
Indraprastha Gas Ltd. Gas	0.06%	0.07%	0.06%
Motilal Oswal Financial Services Ltd. Capital Markets	0.06%	0.07%	0.06%
ACC Ltd. Cement & Cement Products	0.05%	0.06%	0.05%
Housing and Urban Development Corporation Ltd. Finance	0.05%	0.06%	0.05%
Indian Renewable Energy Development Agency Limited Finance	0.05%	0.06%	0.05%
Tata Technologies Limited IT - Services	0.05%	0.06%	0.05%
Bajaj Housing Finance Ltd. Finance	0.04%	0.05%	0.04%
Godfrey Phillips India Ltd. Cigarettes & Tobacco Products	0.04%	0.05%	0.04%
IRB Infrastructure Developers Ltd. Construction	0.04%	0.05%	0.04%
NTPC Green Energy Limited Power	0.04%	0.05%	0.04%
Premier Energies Limited Electrical Equipment	0.04%	0.05%	0.04%

Unique to HDFC BSE 500 ETF

All top holdings are shared with the other fund.

Unique to IB33-GROWW NIFTY 200 ETF

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks

21.1% (16)

IT - Software

6.4% (12)

Petroleum Products

5.9% (4)

Finance

5.3% (18)

Automobiles

5.2% (8)

Pharmaceuticals & Biotechnology

3.6% (12)

Telecom - Services

3.3% (5)

Power

3.0% (10)

Construction

2.7% (3)

Diversified FMCG

2.6% (2)

Retailing

2.4% (7)

Consumer Durables

2.3% (7)

Ferrous Metals

1.9% (4)

Cement & Cement Products

1.7% (5)

Electrical Equipment

1.5% (9)

Insurance

1.4% (5)

Aerospace & Defense

1.3% (3)

Industrial Products

1.2% (6)

Auto Components

1.2% (7)

Healthcare Services

1.1% (3)

Non - Ferrous Metals

1.0% (3)

Food Products

0.8% (2)

Realty

0.8% (6)

Transport Infrastructure

0.8% (2)

Oil

0.7% (2)

Agricultural Food & Other Products

0.7% (3)

Transport Services

0.7% (2)

Diversified Metals

0.6% (1)

Leisure Services

0.6% (4)

Chemicals & Petrochemicals

0.6% (3)

Personal Products

0.6% (3)

Beverages

0.5% (2)

Consumable Fuels

0.5% (1)

Capital Markets

0.5% (3)

Financial Technology (Fintech)

0.5% (2)

Fertilizers & Agrochemicals

0.5% (3)

Gas

0.4% (3)

Agricultural, Commercial & Construction Vehicles

0.3% (1)

Metals & Minerals Trading

0.3% (1)

Industrial Manufacturing

0.2% (2)

Minerals & Mining

0.1% (1)

Textiles & Apparels

0.1% (1)

IT - Services

0.1% (1)

Cigarettes & Tobacco Products

0.0% (1)

More comparisons for HDFC BSE 500 ETF

vs HDFC BSE 500 INDEX100.0% · 500 stocks
vs ICICI Prudential BSE 500 ETF100.0% · 500 stocks
vs SBI Nifty 500 Index98.3% · 477 stocks
vs Motilal Oswal Nifty 500 ETF98.3% · 477 stocks
vs Motilal Oswal Nifty 500 Index98.2% · 477 stocks

More comparisons for IB33-GROWW NIFTY 200 ETF

vs ADITYA BIRLA SUN LIFE MSCI IND87.7% · 157 stocks
vs Kotak MSCI India ETF87.6% · 157 stocks
vs DSP MSCI India ETF87.4% · 157 stocks
vs HDFC BSE 500 INDEX87.1% · 199 stocks
vs ICICI Prudential BSE 500 ETF87.0% · 199 stocks

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