HDFC BSE 500 INDEX FUND vs HDFC Hybrid Debt Fund

Portfolio Overlap Analysis · HDFC vs HDFC

18.9%
Low Overlap
32 common stocks · Rank #11776 of 28,292 pairs
Fund A
HDFC BSE 500 INDEX FUND
HDFC · Equity - Other
Fund B
HDFC Hybrid Debt Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC BSE 500 INDEXWt% in HDFC Hybrid DebtOverlap
ICICI Bank Ltd.
Banks
5.12%2.06%2.06%
HDFC Bank Ltd.
Banks
7.02%1.86%1.86%
State Bank of India
Banks
2.59%1.62%1.62%
Axis Bank Ltd.
Banks
2.05%1.35%1.35%
Reliance Industries Ltd.
Petroleum Products
4.90%1.04%1.04%
Larsen and Toubro Ltd.
Construction
2.60%0.90%0.90%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
0.95%0.78%0.78%
Kotak Mahindra Bank Limited
Banks
1.59%0.75%0.75%
NTPC Limited
Power
0.94%0.69%0.69%
Bharti Airtel Ltd.
Telecom - Services
2.73%0.68%0.68%

Unique to HDFC BSE 500 INDEX

  • Infosys Limited2.41%
  • Mahindra & Mahindra Ltd.1.58%

Unique to HDFC Hybrid Debt

  • Oil & Natural Gas Corporation Ltd.0.75%

Sector Overlap Breakdown

Banks
7.8% (6)
IT - Software
1.8% (3)
Petroleum Products
1.6% (3)
Pharmaceuticals & Biotechnology
1.5% (3)
Power
1.4% (3)
Telecom - Services
0.9% (2)
Construction
0.9% (1)
Automobiles
0.7% (2)
Oil
0.6% (1)
Diversified FMCG
0.5% (1)
Insurance
0.5% (1)
Finance
0.4% (2)
Consumable Fuels
0.3% (1)
Transport Services
0.1% (1)
Agricultural, Commercial & Construction Vehicles
0.1% (1)
Industrial Products
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC BSE 500 INDEX

More comparisons for HDFC Hybrid Debt

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