HDFC BSE Sensex Index Fund vs HDFC Equity Savings Fund

Portfolio Overlap Analysis · HDFC vs HDFC

46.4%
High Overlap
25 common stocks · Rank #1542 of 28,292 pairs
Fund A
HDFC BSE Sensex Index Fund
HDFC · Equity - Other
Fund B
HDFC Equity Savings Fund
HDFC · Equity Savings

Common Holdings (10)

StockWt% in HDFC BSE Sensex IndexWt% in HDFC Equity SavingsOverlap
HDFC Bank Ltd.
Banks
14.07%7.80%7.80%
Reliance Industries Ltd.
Petroleum Products
9.83%5.64%5.64%
ICICI Bank Ltd.
Banks
10.27%4.26%4.26%
Larsen and Toubro Ltd.
Construction
5.21%3.10%3.10%
State Bank of India
Banks
5.20%2.91%2.91%
Bharti Airtel Ltd.
Telecom - Services
5.47%1.96%1.96%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.91%4.32%1.91%
NTPC Limited
Power
1.89%2.25%1.89%
Titan Company Ltd.
Consumer Durables
1.84%3.52%1.84%
Maruti Suzuki India Limited
Automobiles
2.05%1.75%1.75%

Unique to HDFC BSE Sensex Index

  • Infosys Limited4.84%
  • Axis Bank Ltd.4.12%
  • Kotak Mahindra Bank Limited3.18%
  • Mahindra & Mahindra Ltd.3.17%

Unique to HDFC Equity Savings

  • Adani Ports & Special Economic Zone1.99%

Sector Overlap Breakdown

Banks
18.1% (5)
Petroleum Products
5.6% (1)
IT - Software
3.4% (4)
Construction
3.1% (1)
Power
2.9% (2)
Automobiles
2.5% (2)
Telecom - Services
2.0% (1)
Pharmaceuticals & Biotechnology
1.9% (1)
Consumer Durables
1.8% (1)
Finance
1.7% (1)
Transport Infrastructure
1.2% (1)
Diversified FMCG
1.1% (2)
Ferrous Metals
0.5% (1)
Cement & Cement Products
0.5% (1)
Retailing
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC BSE Sensex Index

More comparisons for HDFC Equity Savings

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