HDFC Dividend Yield Fund vs HDFC Hybrid Debt Fund

Portfolio Overlap Analysis · HDFC vs HDFC

17.8%
Low Overlap
25 common stocks · Rank #12644 of 28,292 pairs
Fund A
HDFC Dividend Yield Fund
HDFC · Dividend Yield
Fund B
HDFC Hybrid Debt Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Dividend YieldWt% in HDFC Hybrid DebtOverlap
ICICI Bank Ltd.
Banks
5.05%2.06%2.06%
HDFC Bank Ltd.
Banks
5.91%1.86%1.86%
State Bank of India
Banks
2.26%1.62%1.62%
Axis Bank Ltd.
Banks
3.85%1.35%1.35%
Reliance Industries Ltd.
Petroleum Products
2.38%1.04%1.04%
Larsen and Toubro Ltd.
Construction
2.78%0.90%0.90%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.87%0.78%0.78%
Kotak Mahindra Bank Limited
Banks
2.25%0.75%0.75%
Oil & Natural Gas Corporation Ltd.
Oil
1.15%0.75%0.75%
NTPC Limited
Power
2.15%0.69%0.69%

Unique to HDFC Dividend Yield

  • Maruti Suzuki India Limited2.46%
  • Bharti Airtel Ltd.2.41%

Unique to HDFC Hybrid Debt

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
7.6% (5)
IT - Software
1.8% (3)
Pharmaceuticals & Biotechnology
1.6% (3)
Petroleum Products
1.3% (2)
Power
1.0% (2)
Construction
0.9% (1)
Oil
0.8% (1)
Telecom - Services
0.7% (1)
Diversified FMCG
0.5% (1)
Insurance
0.5% (1)
Finance
0.4% (2)
Automobiles
0.3% (1)
Consumable Fuels
0.3% (1)
Industrial Products
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Dividend Yield

More comparisons for HDFC Hybrid Debt

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