HDFC Children's Fund vs SBI Nifty 50 ETF

Portfolio Overlap Analysis · HDFC vs SBI

38.6%
Moderate Overlap
13 common stocks · Rank #3045 of 28,292 pairs
Fund A
HDFC Children's Fund
HDFC · Equity - Other
Fund B
SBI Nifty 50 ETF
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Children'sWt% in SBI Nifty 50 ETFOverlap
HDFC Bank Ltd.
Banks
11.83%7.74%7.74%
ICICI Bank Ltd.
Banks
8.58%6.90%6.90%
Larsen & Toubro Ltd.
Construction
4.38%4.07%4.07%
State Bank of India
Banks
4.34%3.60%3.60%
Reliance Industries Ltd.
Petroleum Products
8.20%3.34%3.34%
Kotak Mahindra Bank Ltd.
Banks
2.66%2.71%2.66%
Infosys Ltd.
IT - Software
3.97%2.48%2.48%
Tata Consultancy Services Ltd.
IT - Software
2.35%1.80%1.80%
Bharti Airtel Ltd.
Telecom - Services
4.56%1.78%1.78%
Axis Bank Ltd.
Banks
3.45%1.51%1.51%

Unique to HDFC Children's

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

Unique to SBI Nifty 50 ETF

  • Mahindra & Mahindra Ltd.2.64%

Sector Overlap Breakdown

Banks
22.4% (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.