HDFC BSE India Sector Leaders Index Fund vs Nippon India Index Fund - BSE Sensex Plan
Portfolio Overlap Analysis · HDFC vs Nippon
62.6%
High Overlap
24 common stocks · Rank #502 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC BSE India Sector Leaders | Wt% in Nippon India Index Fund - BSE | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 10.25% | 5.18% | 5.18% |
Larsen & Toubro Limited Construction | 5.21% | 4.89% | 4.89% |
State Bank of India Banks | 5.19% | 4.87% | 4.87% |
Bharti Airtel Limited Telecom - Services | 5.46% | 4.66% | 4.66% |
Reliance Industries Limited Petroleum Products | 9.81% | 4.65% | 4.65% |
HDFC Bank Limited Banks | 14.05% | 4.59% | 4.59% |
Infosys Limited IT - Software | 4.83% | 4.20% | 4.20% |
Mahindra & Mahindra Limited Automobiles | 3.17% | 2.97% | 2.97% |
ITC Limited Diversified FMCG | 3.15% | 2.95% | 2.95% |
Tata Consultancy Services Limited IT - Software | 2.78% | 2.61% | 2.61% |
Unique to HDFC BSE India Sector Leaders
All top holdings are shared with the other fund.
Unique to Nippon India Index Fund - BSE
- Axis Bank Limited4.11%
- Kotak Mahindra Bank Limited3.18%
Sector Overlap Breakdown
Banks14.6% (3)
IT - Software6.8% (2)
Diversified FMCG5.0% (2)
Construction4.9% (1)
Automobiles4.9% (2)
Telecom - Services4.7% (1)
Petroleum Products4.7% (1)
Power3.1% (2)
Consumer Durables2.8% (2)
Retailing2.6% (2)
Pharmaceuticals & Biotechnology1.8% (1)
Ferrous Metals1.7% (1)
Aerospace & Defense1.6% (1)
Cement & Cement Products1.5% (1)
Transport Infrastructure1.1% (1)
Transport Services1.1% (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.