HDFC Business Cycle Fund vs HDFC Nifty 50 Index Fund

Portfolio Overlap Analysis · HDFC vs HDFC

25.6%
Moderate Overlap
10 common stocks · Rank #7714 of 28,282 pairs
Fund A
HDFC Business Cycle Fund
HDFC · Equity - Other
Fund B
HDFC Nifty 50 Index Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Business CycleWt% in HDFC Nifty 50 IndexOverlap
ICICI Bank Ltd.
Banks
7.03%8.58%7.03%
Bharti Airtel Ltd.
Telecom - Services
6.08%4.56%4.56%
HDFC Bank Ltd.
Banks
4.05%11.83%4.05%
Kotak Mahindra Bank Limited
Banks
5.16%2.66%2.66%
Titan Company Ltd.
Consumer Durables
4.20%1.56%1.56%
Eternal Limited
Retailing
5.08%1.54%1.54%
Shriram Finance Ltd.
Finance
1.57%1.32%1.32%
Adani Ports & Special Economic Zone
Transport Infrastructure
2.88%0.98%0.98%
Bajaj Auto Limited
Automobiles
3.14%0.96%0.96%
InterGlobe Aviation Ltd.
Transport Services
3.02%0.95%0.95%

Unique to HDFC Business Cycle

  • Anthem Biosciences Limited3.53%
  • Fortis Healthcare Limited3.37%

Unique to HDFC Nifty 50 Index

  • Reliance Industries Ltd.8.20%
  • Larsen and Toubro Ltd.4.38%
  • State Bank of India4.34%
  • Infosys Limited3.97%
  • Axis Bank Ltd.3.45%
  • Mahindra & Mahindra Ltd.2.64%

Sector Overlap Breakdown

Banks
13.7% (3)
Telecom - Services
4.6% (1)
Consumer Durables
1.6% (1)
Retailing
1.5% (1)
Finance
1.3% (1)
Transport Infrastructure
1.0% (1)
Automobiles
1.0% (1)
Transport Services
0.9% (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.