HDFC CRISIL-IBX Financial Services 3-6 Months Debt Index Fund vs U8
Portfolio Overlap Analysis · Nippon vs HDFC
9.7%
Low Overlap
5 common stocks · Rank #20890 of 28,282 pairs
Common Holdings (5)
| Stock | Wt% in HDFC CRISIL-IBX Financial Serv | Wt% in U8 | Overlap |
|---|---|---|---|
7.44% REC Limited CRISIL AAA | 3.10% | 9.18% | 3.10% |
8.03% Power Finance Corporation Limited CRISIL AAA | 2.17% | 7.93% | 2.17% |
7.37% Power Finance Corporation Limited CRISIL AAA | 3.72% | 2.08% | 2.08% |
6.01% LIC Housing Finance Limited CRISIL AAA | 3.09% | 2.08% | 2.08% |
7.1% Export Import Bank of India CRISIL AAA | 0.31% | 2.09% | 0.31% |
Unique to HDFC CRISIL-IBX Financial Serv
- Bajaj Housing Finance Ltd.^7.75%
- REC Limited.7.45%
- National Bank for Agri & Rural Dev.^3.10%
- HDB Financial Services Ltd.^3.03%
- LIC Housing Finance Ltd.1.55%
- Mahindra & Mahindra Financial Services Ltd.^1.55%
Unique to U8
- 8.02% Mindspace Business Parks REIT9.40%
- 7.57% National Bank For Agriculture and Rural Development8.35%
- 9.9% IIFL Finance Limited6.27%
- 8.1% Aditya Birla Real Estate Limited6.26%
- 8.5% Aadhar Housing Finance Limited6.26%
- 10.24% Renserv Global Private Limited4.60%
- 7.99% Mankind Pharma Limited4.17%
- 8.75% Ashoka Buildcon Limited4.17%
Sector Overlap Breakdown
CRISIL AAA9.7% (5)
Analysis
AI-generated comparative analysis coming soon.
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.