HDFC BSE SENSEX ETF vs NIPPON INDIA LARGE CAP FUND

HDFC vs Nippon· Portfolio Overlap Analysis

62.8%High Overlap
23 common stocksRank #1772 / 95,528

Common Holdings (23)

StockWt% in HDFC BSE SENSEX ETFWt% in NIPPON INDIA LARGE CAPOverlap
HDFC Bank Ltd.
Banks
14.07%8.82%8.82%
ICICI Bank Ltd.
Banks
10.26%7.02%7.02%
Reliance Industries Ltd.
Petroleum Products
9.82%5.30%5.30%
Larsen and Toubro Ltd.
Construction
5.21%4.24%4.24%
Axis Bank Ltd.
Banks
4.11%4.20%4.11%
State Bank of India
Banks
5.20%3.99%3.99%
Infosys Limited
IT - Software
4.84%2.94%2.94%
Bajaj Finance Ltd.
Finance
2.71%2.80%2.71%
ITC LIMITED
Diversified FMCG
3.15%2.61%2.61%
Mahindra & Mahindra Ltd.
Automobiles
3.17%2.44%2.44%
Tata Consultancy Services Ltd.
IT - Software
2.78%2.41%2.41%
Hindustan Unilever Ltd.
Diversified FMCG
2.17%2.29%2.17%
Maruti Suzuki India Limited
Automobiles
2.04%2.31%2.04%
Kotak Mahindra Bank Limited
Banks
3.18%2.02%2.02%
NTPC Limited
Power
1.89%2.48%1.89%
UltraTech Cement Limited
Cement & Cement Products
1.56%1.42%1.42%
Tata Steel Ltd.
Ferrous Metals
1.82%1.28%1.28%
Eternal Limited
Retailing
1.78%1.10%1.10%
InterGlobe Aviation Ltd.
Transport Services
1.13%1.07%1.07%
HCL Technologies Ltd.
IT - Software
1.53%0.97%0.97%
Trent Ltd.
Retailing
0.90%0.90%0.90%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.91%0.71%0.71%
Tech Mahindra Ltd.
IT - Software
0.90%0.66%0.66%

Unique to HDFC BSE SENSEX ETF

  • Bharti Airtel Ltd.5.47%

Unique to NIPPON INDIA LARGE CAP

  • GE Vernova T&D India Limited2.82%

Sector Overlap Breakdown

Banks
26.0% (5)
IT - Software
7.0% (4)
Petroleum Products
5.3% (1)
Diversified FMCG
4.8% (2)
Automobiles
4.5% (2)
Construction
4.2% (1)
Finance
2.7% (1)
Retailing
2.0% (2)
Power
1.9% (1)
Cement & Cement Products
1.4% (1)
Ferrous Metals
1.3% (1)
Transport Services
1.1% (1)
Pharmaceuticals & Biotechnology
0.7% (1)

More comparisons for HDFC BSE SENSEX ETF

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