HDFC BSE Sensex Index Fund vs SBI Nifty50 Equal Weight ETF

Portfolio Overlap Analysis · HDFC vs SBI

50.4%
High Overlap
30 common stocks · Rank #1014 of 28,292 pairs
Fund A
HDFC BSE Sensex Index Fund
HDFC · Equity - Other
Fund B
SBI Nifty50 Equal Weight ETF
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC BSE Sensex IndexWt% in SBI Nifty50 Equal Weight ETFOverlap
State Bank of India
Banks
2.49%5.20%2.49%
Axis Bank Ltd.
Banks
2.26%4.12%2.26%
Larsen & Toubro Ltd.
Construction
2.12%5.21%2.12%
ICICI Bank Ltd.
Banks
2.05%10.27%2.05%
Hindustan Unilever Ltd.
Diversified FMCG
2.02%2.17%2.02%
Bajaj Finance Ltd.
Finance
2.00%2.71%2.00%
Kotak Mahindra Bank Ltd.
Banks
1.92%3.18%1.92%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
2.03%1.91%1.91%
NTPC Ltd.
Power
2.36%1.89%1.89%
Mahindra & Mahindra Ltd.
Automobiles
1.88%3.17%1.88%

Unique to HDFC BSE Sensex Index

  • HDFC Bank Ltd.14.07%
  • Reliance Industries Ltd.9.83%
  • Bharti Airtel Ltd.5.47%
  • Infosys Limited4.84%

Unique to SBI Nifty50 Equal Weight ETF

  • Tata Steel Ltd.2.52%
  • Oil & Natural Gas Corporation Ltd.2.39%
  • JSW Steel Ltd.2.32%
  • Power Grid Corporation of India Ltd.2.26%
  • Shriram Finance Ltd.2.26%
  • Bharat Electronics Ltd.2.24%
  • Bajaj Auto Ltd.2.21%

Sector Overlap Breakdown

Banks
10.5% (5)
IT - Software
5.6% (4)
Automobiles
3.7% (2)
Diversified FMCG
3.6% (2)
Power
3.3% (2)
Finance
3.2% (2)
Consumer Durables
3.0% (2)
Retailing
2.6% (2)
Construction
2.1% (1)
Pharmaceuticals & Biotechnology
1.9% (1)
Ferrous Metals
1.8% (1)
Petroleum Products
1.8% (1)
Telecom - Services
1.8% (1)
Aerospace & Defense
1.7% (1)
Cement & Cement Products
1.6% (1)
Transport Infrastructure
1.2% (1)
Transport Services
1.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC BSE Sensex Index

More comparisons for SBI Nifty50 Equal Weight ETF

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