HDFC BSE 500 INDEX FUND vs Parag Parikh Arbitrage Fund

Portfolio Overlap Analysis · HDFC vs PPFAS

39.1%
Moderate Overlap
80 common stocks · Rank #2903 of 28,292 pairs
Fund A
HDFC BSE 500 INDEX FUND
HDFC · Equity - Other
Fund B
Parag Parikh Arbitrage Fund
PPFAS · Arbitrage

Common Holdings (10)

StockWt% in HDFC BSE 500 INDEXWt% in Parag Parikh ArbitrageOverlap
HDFC Bank Limited
Banks
6.33%7.02%6.33%
ICICI Bank Limited
Banks
4.56%5.12%4.56%
Reliance Industries Limited
Petroleum Products
3.32%4.90%3.32%
Bharti Airtel Limited
Telecom - Services
3.57%2.73%2.73%
Axis Bank Limited
Banks
3.95%2.05%2.05%
Kotak Mahindra Bank Limited
Banks
3.62%1.59%1.59%
Mahindra & Mahindra Limited
Automobiles
2.82%1.58%1.58%
Tata Consultancy Services Limited
IT - Software
1.35%1.39%1.35%
Tata Steel Limited
Ferrous Metals
2.39%0.91%0.91%
Eternal Limited
Retailing
2.46%0.89%0.89%

Unique to HDFC BSE 500 INDEX

  • Larsen and Toubro Ltd.2.60%
  • State Bank of India2.59%
  • Infosys Limited2.41%

Unique to Parag Parikh Arbitrage

  • Bharat Heavy Electricals Limited2.37%

Sector Overlap Breakdown

Banks
16.0% (11)
Petroleum Products
3.3% (1)
Telecom - Services
2.9% (2)
Finance
2.6% (9)
Automobiles
1.6% (2)
Ferrous Metals
1.4% (4)
IT - Software
1.4% (3)
Cement & Cement Products
1.3% (2)
Aerospace & Defense
1.2% (2)
Retailing
0.9% (1)
Consumer Durables
0.8% (3)
Non - Ferrous Metals
0.7% (2)
Oil
0.6% (1)
Pharmaceuticals & Biotechnology
0.6% (6)
Diversified FMCG
0.5% (1)
Power
0.5% (2)
Realty
0.4% (4)
Beverages
0.4% (2)
Leisure Services
0.3% (1)
Financial Technology (Fintech)
0.3% (2)
Gas
0.2% (2)
Transport Infrastructure
0.2% (1)
Electrical Equipment
0.2% (1)
Auto Components
0.2% (2)
Minerals & Mining
0.1% (1)
Agricultural Food & other Products
0.1% (2)
Industrial Products
0.1% (1)
Insurance
0.1% (2)
Food Products
0.1% (2)
Chemicals & Petrochemicals
0.0% (1)
Healthcare Services
0.0% (1)
Construction
0.0% (1)
Personal Products
0.0% (1)
Transport Services
0.0% (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.