HDFC BSE Sensex Index Fund vs HDFC Retirement Savings Fund - Equity Plan
Portfolio Overlap Analysis · HDFC vs HDFC
49.2%
High Overlap
17 common stocks · Rank #1167 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC BSE Sensex Index | Wt% in HDFC Retirement Savings Fund - | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 14.07% | 7.62% | 7.62% |
ICICI Bank Ltd. Banks | 10.27% | 6.31% | 6.31% |
Axis Bank Ltd. Banks | 4.12% | 4.75% | 4.12% |
Reliance Industries Ltd. Petroleum Products | 9.83% | 3.99% | 3.99% |
State Bank of India Banks | 5.20% | 3.44% | 3.44% |
Kotak Mahindra Bank Limited Banks | 3.18% | 3.39% | 3.18% |
Infosys Limited IT - Software | 4.84% | 2.98% | 2.98% |
Bharti Airtel Ltd. Telecom - Services | 5.47% | 2.69% | 2.69% |
Tata Consultancy Services Ltd. IT - Software | 2.78% | 2.64% | 2.64% |
Larsen and Toubro Ltd. Construction | 5.21% | 2.45% | 2.45% |
Unique to HDFC BSE Sensex Index
- Mahindra & Mahindra Ltd.3.17%
Unique to HDFC Retirement Savings Fund -
- Maruti Suzuki India Limited3.19%
Sector Overlap Breakdown
Banks24.7% (5)
IT - Software7.2% (3)
Petroleum Products4.0% (1)
Power2.8% (2)
Telecom - Services2.7% (1)
Construction2.5% (1)
Automobiles2.0% (1)
Diversified FMCG1.5% (1)
Ferrous Metals1.1% (1)
Transport Services0.8% (1)
Analysis
AI-generated comparative analysis coming soon.
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More comparisons for HDFC Retirement Savings Fund -
- vs HDFC Retirement Savings Fund -64.1% · 52 stocks
- vs HDFCTS57.2% · 32 stocks
- vs HDFC Hybrid Equity53.0% · 35 stocks
- vs HDFC Flexi Cap51.6% · 26 stocks
- vs SBI Nifty Index50.8% · 22 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.