HDFC BSE 500 INDEX FUND vs SBI Nifty 50 ETF

Portfolio Overlap Analysis · HDFC vs SBI

59.6%
High Overlap
50 common stocks · Rank #575 of 28,292 pairs
Fund A
HDFC BSE 500 INDEX FUND
HDFC · Equity - Other
Fund B
SBI Nifty 50 ETF
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC BSE 500 INDEXWt% in SBI Nifty 50 ETFOverlap
HDFC Bank Ltd.
Banks
11.83%7.02%7.02%
ICICI Bank Ltd.
Banks
8.58%5.12%5.12%
Reliance Industries Ltd.
Petroleum Products
8.20%4.90%4.90%
Bharti Airtel Ltd.
Telecom - Services
4.56%2.73%2.73%
Larsen & Toubro Ltd.
Construction
4.38%2.60%2.60%
State Bank of India
Banks
4.34%2.59%2.59%
Infosys Ltd.
IT - Software
3.97%2.41%2.41%
Axis Bank Ltd.
Banks
3.45%2.05%2.05%
Kotak Mahindra Bank Ltd.
Banks
2.66%1.59%1.59%
Mahindra & Mahindra Ltd.
Automobiles
2.64%1.58%1.58%

Unique to HDFC BSE 500 INDEX

All top holdings are shared with the other fund.

Unique to SBI Nifty 50 ETF

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.

More comparisons for HDFC BSE 500 INDEX

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