HDFC BSE Sensex Index Fund vs SBI Nifty100 Low Volatility 30 Index Fund

Portfolio Overlap Analysis · HDFC vs SBI

47.4%
High Overlap
18 common stocks · Rank #1405 of 28,292 pairs
Fund A
HDFC BSE Sensex Index Fund
HDFC · Equity - Other
Fund B
SBI Nifty100 Low Volatility 30 Index Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC BSE Sensex IndexWt% in SBI Nifty100 Low Volatility 30Overlap
State Bank of India
Banks
4.82%5.20%4.82%
ICICI Bank Ltd.
Banks
4.41%10.27%4.41%
HDFC Bank Ltd.
Banks
4.01%14.07%4.01%
Larsen & Toubro Ltd.
Construction
3.46%5.21%3.46%
Reliance Industries Ltd.
Petroleum Products
3.19%9.83%3.19%
ITC Ltd.
Diversified FMCG
3.54%3.15%3.15%
Bharti Airtel Ltd.
Telecom - Services
3.00%5.47%3.00%
Kotak Mahindra Bank Ltd.
Banks
2.97%3.18%2.97%
Tata Consultancy Services Ltd.
IT - Software
2.82%2.78%2.78%
Infosys Ltd.
IT - Software
2.22%4.84%2.22%

Unique to HDFC BSE Sensex Index

  • Axis Bank Ltd.4.12%
  • Mahindra & Mahindra Ltd.3.17%

Unique to SBI Nifty100 Low Volatility 30

  • Hindustan Unilever Ltd.3.91%
  • Apollo Hospitals Enterprise Ltd.3.73%
  • Nestle India Ltd.3.69%
  • Titan Company Ltd.3.66%
  • Britannia Industries Ltd.3.63%
  • Ultratech Cement Ltd.3.63%
  • SBI Life Insurance Co. Ltd.3.58%

Sector Overlap Breakdown

Banks
16.2% (4)
IT - Software
6.5% (3)
Diversified FMCG
5.3% (2)
Construction
3.5% (1)
Petroleum Products
3.2% (1)
Telecom - Services
3.0% (1)
Consumer Durables
3.0% (2)
Automobiles
2.0% (1)
Pharmaceuticals & Biotechnology
1.9% (1)
Cement & Cement Products
1.6% (1)
Finance
1.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC BSE Sensex Index

More comparisons for SBI Nifty100 Low Volatility 30

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