HDFC Dividend Yield Fund vs HDFC Manufacturing Fund

Portfolio Overlap Analysis · HDFC vs HDFC

22.5%
Moderate Overlap
31 common stocks · Rank #9442 of 28,292 pairs
Fund A
HDFC Dividend Yield Fund
HDFC · Dividend Yield
Fund B
HDFC Manufacturing Fund
HDFC · Sectoral - Manufacturing

Common Holdings (10)

StockWt% in HDFC Dividend YieldWt% in HDFC ManufacturingOverlap
Maruti Suzuki India Limited
Automobiles
2.46%4.24%2.46%
Reliance Industries Ltd.
Petroleum Products
2.38%5.56%2.38%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.87%2.30%1.87%
Bajaj Auto Limited
Automobiles
1.79%2.50%1.79%
Tata Steel Ltd.
Ferrous Metals
1.45%2.13%1.45%
Ambuja Cements Ltd.
Cement & Cement Products
1.20%2.32%1.20%
Hindustan Petroleum Corp. Ltd.
Petroleum Products
1.09%2.22%1.09%
Cummins India Ltd.
Industrial Products
0.79%2.20%0.79%
Bharat Electronics Ltd.
Aerospace & Defense
0.68%2.73%0.68%
Hindustan Aeronautics Limited
Aerospace & Defense
0.64%2.19%0.64%

Unique to HDFC Dividend Yield

  • HDFC Bank Ltd.5.91%
  • ICICI Bank Ltd.5.05%
  • Axis Bank Ltd.3.85%
  • Larsen and Toubro Ltd.2.78%
  • Bharti Airtel Ltd.2.41%
  • State Bank of India2.26%
  • Kotak Mahindra Bank Limited2.25%
  • NTPC Limited2.15%

Unique to HDFC Manufacturing

  • Divis Laboratories Ltd.4.24%
  • JSW Steel Ltd.3.66%
  • Tata Motors Limited3.30%
  • Mahindra & Mahindra Ltd.3.27%
  • Tata Motors Passenger Vehicles Limited2.60%
  • Bharat Forge Ltd.2.35%

Sector Overlap Breakdown

Automobiles
5.0% (4)
Pharmaceuticals & Biotechnology
3.8% (6)
Petroleum Products
3.5% (2)
Ferrous Metals
1.4% (1)
Aerospace & Defense
1.3% (2)
Cement & Cement Products
1.2% (1)
Industrial Products
1.1% (3)
Electrical Equipment
1.1% (2)
Agricultural, Commercial & Construction Vehicles
0.7% (2)
Personal Products
0.6% (1)
Industrial Manufacturing
0.6% (1)
Transport Services
0.5% (1)
Auto Components
0.5% (1)
Gas
0.5% (1)
Consumer Durables
0.3% (1)
Construction
0.1% (1)
Paper, Forest & Jute Products
0.1% (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.