HDFC BSE Sensex Index Fund vs HDFC Children's Fund

Portfolio Overlap Analysis · HDFC vs HDFC

38.7%
Moderate Overlap
13 common stocks · Rank #3022 of 28,292 pairs
Fund A
HDFC BSE Sensex Index Fund
HDFC · Equity - Other
Fund B
HDFC Children's Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC BSE Sensex IndexWt% in HDFC Children'sOverlap
HDFC Bank Ltd.
Banks
14.07%7.74%7.74%
ICICI Bank Ltd.
Banks
10.27%6.90%6.90%
Larsen and Toubro Ltd.
Construction
5.21%4.07%4.07%
State Bank of India
Banks
5.20%3.60%3.60%
Reliance Industries Ltd.
Petroleum Products
9.83%3.34%3.34%
Kotak Mahindra Bank Limited
Banks
3.18%2.71%2.71%
Infosys Limited
IT - Software
4.84%2.48%2.48%
Tata Consultancy Services Ltd.
IT - Software
2.78%1.80%1.80%
Bharti Airtel Ltd.
Telecom - Services
5.47%1.78%1.78%
Axis Bank Ltd.
Banks
4.12%1.51%1.51%

Unique to HDFC BSE Sensex Index

  • Mahindra & Mahindra Ltd.3.17%

Unique to HDFC Children's

  • Aster DM Healthcare Limited2.38%
  • eClerx Services Limited2.19%

Sector Overlap Breakdown

Banks
22.5% (5)
IT - Software
4.3% (2)
Construction
4.1% (1)
Petroleum Products
3.3% (1)
Telecom - Services
1.8% (1)
Diversified FMCG
1.2% (1)
Finance
1.0% (1)
Retailing
0.6% (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.