HDFC BSE Sensex Index Fund vs NIPPON INDIA QUANT FUND

Portfolio Overlap Analysis · Nippon vs HDFC

51.7%
High Overlap
15 common stocks · Rank #892 of 28,282 pairs
Fund A
HDFC BSE Sensex Index Fund
HDFC · Equity - Other
Fund B
NIPPON INDIA QUANT FUND
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC BSE Sensex IndexWt% in NIPPON INDIA QUANTOverlap
ICICI Bank Limited
Banks
10.27%7.35%7.35%
Reliance Industries Limited
Petroleum Products
9.83%5.95%5.95%
HDFC Bank Limited
Banks
14.07%5.92%5.92%
Larsen & Toubro Limited
Construction
5.21%5.51%5.21%
State Bank of India
Banks
5.20%6.09%5.20%
Infosys Limited
IT - Software
4.84%3.71%3.71%
Bharti Airtel Limited
Telecom - Services
5.47%3.68%3.68%
Mahindra & Mahindra Limited
Automobiles
3.17%3.32%3.17%
Bajaj Finance Limited
Finance
2.71%2.12%2.12%
Maruti Suzuki India Limited
Automobiles
2.05%2.03%2.03%

Unique to HDFC BSE Sensex Index

  • Axis Bank Ltd.4.12%
  • Kotak Mahindra Bank Limited3.18%

Unique to NIPPON INDIA QUANT

  • Bharat Electronics Limited3.76%
  • NTPC Limited2.72%

Sector Overlap Breakdown

Banks
18.5% (3)
Petroleum Products
6.0% (1)
Construction
5.2% (1)
Automobiles
5.2% (2)
IT - Software
4.6% (2)
Telecom - Services
3.7% (1)
Power
3.0% (2)
Finance
2.1% (1)
Ferrous Metals
1.8% (1)
Aerospace & Defense
1.7% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC BSE Sensex Index

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