HDFC BSE India Sector Leaders Index Fund vs SBI BSE 100 ETF
Portfolio Overlap Analysis · HDFC vs SBI
57.8%
High Overlap
41 common stocks · Rank #661 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC BSE India Sector Leaders | Wt% in SBI BSE 100 ETF | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 6.95% | 5.18% | 5.18% |
Reliance Industries Ltd. Petroleum Products | 6.65% | 4.65% | 4.65% |
HDFC Bank Ltd. Banks | 9.52% | 4.59% | 4.59% |
Bharti Airtel Ltd. Telecom - Services | 3.70% | 4.66% | 3.70% |
Larsen & Toubro Ltd. Construction | 3.53% | 4.89% | 3.53% |
State Bank of India Banks | 3.52% | 4.87% | 3.52% |
Infosys Ltd. IT - Software | 3.27% | 4.20% | 3.27% |
Mahindra & Mahindra Ltd. Automobiles | 2.14% | 2.97% | 2.14% |
ITC Ltd. Diversified FMCG | 2.13% | 2.95% | 2.13% |
Tata Consultancy Services Ltd. IT - Software | 1.88% | 2.61% | 1.88% |
Unique to HDFC BSE India Sector Leaders
All top holdings are shared with the other fund.
Unique to SBI BSE 100 ETF
- Axis Bank Ltd.2.79%
- Kotak Mahindra Bank Ltd.2.15%
Sector Overlap Breakdown
Banks13.3% (3)
IT - Software5.5% (3)
Petroleum Products5.1% (2)
Automobiles4.3% (3)
Telecom - Services4.1% (2)
Diversified FMCG3.6% (2)
Construction3.5% (1)
Pharmaceuticals & Biotechnology2.4% (3)
Consumer Durables2.3% (3)
Power2.2% (2)
Retailing2.2% (3)
Cement & Cement Products2.0% (3)
Aerospace & Defense1.6% (2)
Ferrous Metals1.2% (1)
Transport Infrastructure0.8% (1)
Oil0.8% (1)
Transport Services0.8% (1)
Food Products0.7% (1)
Chemicals & Petrochemicals0.6% (2)
Metals & Minerals Trading0.4% (1)
Realty0.3% (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.