HDFC Defence Fund vs NN50ETF

Portfolio Overlap Analysis · HDFC vs ICICI

5.2%
Low Overlap
2 common stocks · Rank #27883 of 28,292 pairs
Fund A
HDFC Defence Fund
HDFC · Equity - Other
Fund B
NN50ETF
ICICI · Equity - Other

Common Holdings (2)

StockWt% in HDFC DefenceWt% in NN50ETFOverlap
Hindustan Aeronautics Limited
Aerospace & Defense
12.09%3.71%3.71%
Bosch Limited
Auto Components
1.92%1.51%1.51%

Unique to HDFC Defence

  • Bharat Electronics Ltd.18.58%
  • Bharat Forge Ltd.15.72%
  • Solar Industries India Ltd.10.26%
  • BEML Limited5.92%
  • Astra Microwave Products Ltd.4.92%
  • Bharat Dynamics Limited4.69%
  • Eicher Motors Ltd.4.45%
  • MTAR Technologies Limited3.76%
  • Premier Explosives Ltd.3.05%

Unique to NN50ETF

  • Interglobe Aviation Ltd.5.00%
  • Divi's Laboratories Ltd.3.61%
  • Vedanta Ltd.3.11%
  • Varun Beverages Ltd.3.02%
  • Britannia Industries Ltd.2.93%
  • Tata Power Company Ltd.2.88%
  • TVS Motor Company Ltd.2.83%
  • The Indian Hotels Company Ltd.2.80%
  • Bharat Petroleum Corporation Ltd.2.75%

Sector Overlap Breakdown

Aerospace & Defense
3.7% (1)
Auto Components
1.5% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Defence

More comparisons for NN50ETF

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.