HDFC BSE 500 INDEX FUND vs HDFC Dividend Yield Fund
Portfolio Overlap Analysis · HDFC vs HDFC
49.0%
High Overlap
95 common stocks · Rank #1207 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC BSE 500 INDEX | Wt% in HDFC Dividend Yield | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.02% | 5.91% | 5.91% |
ICICI Bank Ltd. Banks | 5.12% | 5.05% | 5.05% |
Larsen and Toubro Ltd. Construction | 2.60% | 2.78% | 2.60% |
Bharti Airtel Ltd. Telecom - Services | 2.73% | 2.41% | 2.41% |
Reliance Industries Ltd. Petroleum Products | 4.90% | 2.38% | 2.38% |
State Bank of India Banks | 2.59% | 2.26% | 2.26% |
Axis Bank Ltd. Banks | 2.05% | 3.85% | 2.05% |
Infosys Limited IT - Software | 2.41% | 1.84% | 1.84% |
Kotak Mahindra Bank Limited Banks | 1.59% | 2.25% | 1.59% |
Tata Consultancy Services Ltd. IT - Software | 1.39% | 1.49% | 1.39% |
Unique to HDFC BSE 500 INDEX
- Mahindra & Mahindra Ltd.1.58%
Unique to HDFC Dividend Yield
- Maruti Suzuki India Limited2.46%
- NTPC Limited2.15%
Sector Overlap Breakdown
Banks17.6% (8)
IT - Software4.8% (8)
Automobiles3.0% (5)
Construction2.7% (4)
Petroleum Products2.6% (3)
Telecom - Services2.6% (3)
Pharmaceuticals & Biotechnology2.5% (8)
Diversified FMCG2.3% (2)
Finance1.3% (6)
Power1.1% (4)
Aerospace & Defense1.1% (2)
Insurance0.9% (3)
Ferrous Metals0.9% (1)
Oil0.6% (1)
Industrial Products0.5% (5)
Consumable Fuels0.5% (1)
Healthcare Services0.5% (2)
Food Products0.5% (1)
Transport Services0.4% (2)
Consumer Durables0.4% (2)
Electrical Equipment0.3% (3)
Personal Products0.3% (2)
Gas0.3% (2)
Auto Components0.3% (3)
Fertilizers & Agrochemicals0.2% (2)
Retailing0.2% (1)
Cement & Cement Products0.2% (1)
Entertainment0.1% (2)
IT - Services0.1% (2)
Leisure Services0.1% (1)
Industrial Manufacturing0.1% (1)
Agricultural Food & Other Products0.0% (1)
Textiles & Apparels0.0% (1)
Agricultural, Commercial & Construction Vehicles0.0% (1)
Capital Markets0.0% (1)
Analysis
AI-generated comparative analysis coming soon.
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.