HDFC BSE Sensex Index Fund vs HDFCN100ET
Portfolio Overlap Analysis · HDFC vs HDFC
69.6%
High Overlap
30 common stocks · Rank #385 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC BSE Sensex Index | Wt% in HDFCN100ET | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 14.07% | 9.84% | 9.84% |
ICICI Bank Ltd. Banks | 10.27% | 7.14% | 7.14% |
Reliance Industries Ltd. Petroleum Products | 9.83% | 6.82% | 6.82% |
Bharti Airtel Ltd. Telecom - Services | 5.47% | 3.79% | 3.79% |
Larsen and Toubro Ltd. Construction | 5.21% | 3.64% | 3.64% |
State Bank of India Banks | 5.20% | 3.61% | 3.61% |
Infosys Limited IT - Software | 4.84% | 3.30% | 3.30% |
Axis Bank Ltd. Banks | 4.12% | 2.87% | 2.87% |
Kotak Mahindra Bank Limited Banks | 3.18% | 2.21% | 2.21% |
Mahindra & Mahindra Ltd. Automobiles | 3.17% | 2.20% | 2.20% |
Unique to HDFC BSE Sensex Index
All top holdings are shared with the other fund.
Unique to HDFCN100ET
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks25.7% (5)
IT - Software6.9% (4)
Petroleum Products6.8% (1)
Telecom - Services3.8% (1)
Diversified FMCG3.7% (2)
Construction3.6% (1)
Automobiles3.6% (2)
Finance2.8% (2)
Power2.3% (2)
Consumer Durables2.1% (2)
Retailing1.9% (2)
Pharmaceuticals & Biotechnology1.3% (1)
Ferrous Metals1.3% (1)
Aerospace & Defense1.1% (1)
Cement & Cement Products1.1% (1)
Transport Infrastructure0.8% (1)
Transport Services0.8% (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.