HDFC Defence Fund vs MOMETF

Portfolio Overlap Analysis · HDFC vs ICICI

9.9%
Low Overlap
4 common stocks · Rank #20607 of 28,292 pairs
Fund A
HDFC Defence Fund
HDFC · Equity - Other
Fund B
MOMETF
ICICI · Equity - Other

Common Holdings (4)

StockWt% in HDFC DefenceWt% in MOMETFOverlap
Bharat Electronics Ltd.
Aerospace & Defense
18.58%4.88%4.88%
Solar Industries India Ltd.
Chemicals & Petrochemicals
10.26%2.70%2.70%
Mazagon Dock Shipbuilders Ltd
Industrial Manufacturing
2.46%1.39%1.39%
Bharat Dynamics Limited
Aerospace & Defense
4.69%0.97%0.97%

Unique to HDFC Defence

  • Bharat Forge Ltd.15.72%
  • Hindustan Aeronautics Limited12.09%
  • BEML Limited5.92%
  • Astra Microwave Products Ltd.4.92%
  • Eicher Motors Ltd.4.45%
  • MTAR Technologies Limited3.76%
  • Premier Explosives Ltd.3.05%

Unique to MOMETF

  • Interglobe Aviation Ltd.5.42%
  • ICICI Bank Ltd.5.38%
  • HDFC Bank Ltd.5.27%
  • SBI Life Insurance Company Ltd.5.14%
  • Bharti Airtel Ltd.5.04%
  • Bajaj Finserv Ltd.5.01%
  • HDFC Life Insurance Company Ltd.4.98%
  • Bajaj Finance Ltd.4.91%
  • Kotak Mahindra Bank Ltd.4.66%

Sector Overlap Breakdown

Aerospace & Defense
5.8% (2)
Chemicals & Petrochemicals
2.7% (1)
Industrial Manufacturing
1.4% (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.