HDFC BSE 500 INDEX FUND vs HDFCNYEXTF

Portfolio Overlap Analysis · HDFC vs HDFC

59.6%
High Overlap
50 common stocks · Rank #576 of 28,282 pairs
Fund A
HDFC BSE 500 INDEX FUND
HDFC · Equity - Other
Fund B
HDFCNYEXTF
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC BSE 500 INDEXWt% in HDFCNYEXTFOverlap
HDFC Bank Ltd.
Banks
7.02%11.83%7.02%
ICICI Bank Ltd.
Banks
5.12%8.58%5.12%
Reliance Industries Ltd.
Petroleum Products
4.90%8.20%4.90%
Bharti Airtel Ltd.
Telecom - Services
2.73%4.56%2.73%
Larsen and Toubro Ltd.
Construction
2.60%4.38%2.60%
State Bank of India
Banks
2.59%4.34%2.59%
Infosys Limited
IT - Software
2.41%3.97%2.41%
Axis Bank Ltd.
Banks
2.05%3.45%2.05%
Kotak Mahindra Bank Limited
Banks
1.59%2.66%1.59%
Mahindra & Mahindra Ltd.
Automobiles
1.58%2.64%1.58%

Unique to HDFC BSE 500 INDEX

All top holdings are shared with the other fund.

Unique to HDFCNYEXTF

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
18.4% (5)
IT - Software
5.3% (5)
Petroleum Products
4.9% (1)
Automobiles
4.2% (5)
Finance
3.2% (4)
Telecom - Services
2.7% (1)
Diversified FMCG
2.6% (2)
Construction
2.6% (1)
Pharmaceuticals & Biotechnology
1.8% (3)
Power
1.6% (2)
Ferrous Metals
1.5% (2)
Consumer Durables
1.5% (2)
Retailing
1.3% (2)
Cement & Cement Products
1.3% (2)
Insurance
0.9% (2)
Aerospace & Defense
0.8% (1)
Healthcare Services
0.8% (2)
Non - Ferrous Metals
0.7% (1)
Transport Infrastructure
0.6% (1)
Oil
0.6% (1)
Transport Services
0.6% (1)
Consumable Fuels
0.5% (1)
Food Products
0.5% (1)
Agricultural Food & Other Products
0.4% (1)
Metals & Minerals Trading
0.3% (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.