HDFC Children's Fund vs SBI BSE Sensex Index Fund

Portfolio Overlap Analysis · SBI vs HDFC

38.7%
Moderate Overlap
13 common stocks · Rank #3020 of 28,282 pairs
Fund A
HDFC Children's Fund
HDFC · Equity - Other
Fund B
SBI BSE Sensex Index Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Children'sWt% in SBI BSE Sensex IndexOverlap
HDFC Bank Ltd.
Banks
7.74%14.06%7.74%
ICICI Bank Ltd.
Banks
6.90%10.26%6.90%
Larsen & Toubro Ltd.
Construction
4.07%5.21%4.07%
State Bank of India
Banks
3.60%5.20%3.60%
Reliance Industries Ltd.
Petroleum Products
3.34%9.82%3.34%
Kotak Mahindra Bank Ltd.
Banks
2.71%3.18%2.71%
Infosys Ltd.
IT - Software
2.48%4.83%2.48%
Tata Consultancy Services Ltd.
IT - Software
1.80%2.78%1.80%
Bharti Airtel Ltd.
Telecom - Services
1.78%5.47%1.78%
Axis Bank Ltd.
Banks
1.51%4.11%1.51%

Unique to HDFC Children's

  • Aster DM Healthcare Limited2.38%
  • eClerx Services Limited2.19%

Unique to SBI BSE Sensex Index

  • Mahindra & Mahindra Ltd.3.17%

Sector Overlap Breakdown

Banks
22.5% (5)
IT - Software
4.3% (2)
Construction
4.1% (1)
Petroleum Products
3.3% (1)
Telecom - Services
1.8% (1)
Diversified FMCG
1.2% (1)
Finance
1.0% (1)
Retailing
0.6% (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.