HDFC BSE 500 INDEX FUND vs SBI Contra Fund
Portfolio Overlap Analysis · SBI vs HDFC
35.9%
Moderate Overlap
64 common stocks · Rank #3749 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in HDFC BSE 500 INDEX | Wt% in SBI Contra | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.02% | 7.31% | 7.02% |
Reliance Industries Ltd. Petroleum Products | 4.90% | 5.03% | 4.90% |
ICICI Bank Ltd. Banks | 5.12% | 1.96% | 1.96% |
Kotak Mahindra Bank Ltd. Banks | 1.59% | 2.71% | 1.59% |
ITC Ltd. Diversified FMCG | 1.57% | 1.98% | 1.57% |
Axis Bank Ltd. Banks | 2.05% | 1.38% | 1.38% |
State Bank of India Banks | 2.59% | 1.22% | 1.22% |
Bharti Airtel Ltd. Telecom - Services | 2.73% | 1.21% | 1.21% |
Maruti Suzuki India Ltd. Automobiles | 1.02% | 1.19% | 1.02% |
Tata Steel Ltd. Ferrous Metals | 0.91% | 3.20% | 0.91% |
Unique to HDFC BSE 500 INDEX
- Larsen and Toubro Ltd.2.60%
- Infosys Limited2.41%
- Mahindra & Mahindra Ltd.1.58%
Unique to SBI Contra
- Biocon Ltd.3.18%
- Punjab National Bank3.05%
- Indus Towers Ltd.2.60%
- GAIL (India) Ltd.2.12%
- Torrent Power Ltd.2.09%
- Dabur India Ltd.1.99%
Sector Overlap Breakdown
Banks13.6% (8)
Petroleum Products5.3% (2)
IT - Software2.7% (5)
Automobiles2.4% (4)
Diversified FMCG1.6% (1)
Telecom - Services1.5% (2)
Pharmaceuticals & Biotechnology1.4% (7)
Ferrous Metals1.1% (3)
Construction0.9% (1)
Non - Ferrous Metals0.7% (1)
Cement & Cement Products0.7% (4)
Consumer Durables0.6% (3)
Oil0.6% (1)
Gas0.4% (2)
Auto Components0.4% (2)
Capital Markets0.3% (2)
Power0.2% (2)
Insurance0.2% (2)
Beverages0.2% (1)
Retailing0.2% (1)
Fertilizers & Agrochemicals0.2% (1)
Personal Products0.2% (1)
Minerals & Mining0.1% (1)
Finance0.1% (1)
Transport Services0.1% (1)
Industrial Products0.1% (2)
Healthcare Services0.1% (1)
Textiles & Apparels0.1% (1)
Food Products0.1% (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.