HDFC Dividend Yield Fund vs HDFC Hybrid Equity Fund

Portfolio Overlap Analysis · HDFC vs HDFC

40.0%
Moderate Overlap
27 common stocks · Rank #2716 of 28,292 pairs
Fund A
HDFC Dividend Yield Fund
HDFC · Dividend Yield
Fund B
HDFC Hybrid Equity Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Dividend YieldWt% in HDFC Hybrid EquityOverlap
HDFC Bank Ltd.
Banks
5.91%7.04%5.91%
ICICI Bank Ltd.
Banks
5.05%6.78%5.05%
Axis Bank Ltd.
Banks
3.85%2.92%2.92%
Larsen and Toubro Ltd.
Construction
2.78%2.87%2.78%
Reliance Industries Ltd.
Petroleum Products
2.38%4.21%2.38%
State Bank of India
Banks
2.26%4.64%2.26%
Kotak Mahindra Bank Limited
Banks
2.25%2.62%2.25%
Bharti Airtel Ltd.
Telecom - Services
2.41%2.12%2.12%
Infosys Limited
IT - Software
1.84%2.77%1.84%
Maruti Suzuki India Limited
Automobiles
2.46%1.81%1.81%

Unique to HDFC Dividend Yield

  • NTPC Limited2.15%

Unique to HDFC Hybrid Equity

  • ITC LIMITED2.17%

Sector Overlap Breakdown

Banks
18.4% (5)
Petroleum Products
3.4% (2)
Construction
3.2% (3)
IT - Software
3.1% (2)
Automobiles
2.6% (2)
Telecom - Services
2.1% (1)
Diversified FMCG
1.2% (1)
Power
1.2% (1)
Pharmaceuticals & Biotechnology
0.8% (2)
Insurance
0.7% (1)
Industrial Products
0.7% (2)
Personal Products
0.6% (1)
Transport Services
0.6% (1)
Textiles & Apparels
0.6% (1)
Leisure Services
0.4% (1)
Auto Components
0.3% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Dividend Yield

More comparisons for HDFC Hybrid Equity

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