HDFC Dividend Yield Fund vs HDFC NIFTY50 Equal weight Index Fund

Portfolio Overlap Analysis · HDFC vs HDFC

46.9%
High Overlap
35 common stocks · Rank #1443 of 28,292 pairs
Fund A
HDFC Dividend Yield Fund
HDFC · Dividend Yield
Fund B
HDFC NIFTY50 Equal weight Index Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Dividend YieldWt% in HDFC NIFTY50 Equal weight IndeOverlap
State Bank of India
Banks
2.26%2.49%2.26%
Axis Bank Ltd.
Banks
3.85%2.26%2.26%
NTPC Limited
Power
2.15%2.36%2.15%
Larsen and Toubro Ltd.
Construction
2.78%2.12%2.12%
ICICI Bank Ltd.
Banks
5.05%2.05%2.05%
SBI Life Insurance Company Ltd.
Insurance
2.09%2.02%2.02%
Kotak Mahindra Bank Limited
Banks
2.25%1.92%1.92%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.87%2.02%1.87%
Bajaj Auto Limited
Automobiles
1.79%2.21%1.79%
Bharti Airtel Ltd.
Telecom - Services
2.41%1.79%1.79%

Unique to HDFC Dividend Yield

  • HDFC Bank Ltd.5.91%
  • Maruti Suzuki India Limited2.46%
  • Reliance Industries Ltd.2.38%

Unique to HDFC NIFTY50 Equal weight Inde

  • Tata Steel Ltd.2.52%
  • Oil & Natural Gas Corporation Ltd.2.39%
  • JSW Steel Ltd.2.32%
  • Power Grid Corporation of India Ltd.2.26%
  • Shriram Finance Ltd.2.25%
  • Bharat Electronics Ltd.2.24%

Sector Overlap Breakdown

Banks
10.3% (5)
IT - Software
7.0% (5)
Automobiles
6.0% (5)
Pharmaceuticals & Biotechnology
2.9% (2)
Insurance
2.7% (2)
Diversified FMCG
2.4% (2)
Power
2.1% (1)
Construction
2.1% (1)
Telecom - Services
1.8% (1)
Petroleum Products
1.8% (1)
Consumable Fuels
1.5% (1)
Ferrous Metals
1.4% (1)
Oil
1.1% (1)
Healthcare Services
0.9% (1)
Food Products
0.7% (1)
Aerospace & Defense
0.7% (1)
Finance
0.6% (2)
Transport Services
0.4% (1)
Consumer Durables
0.4% (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.