HDFC Dividend Yield Fund vs HDFC Retirement Savings Fund - Hybrid-Equity Plan

Portfolio Overlap Analysis · HDFC vs HDFC

44.1%
High Overlap
34 common stocks · Rank #1903 of 28,292 pairs
Fund A
HDFC Dividend Yield Fund
HDFC · Dividend Yield
Fund B
HDFC Retirement Savings Fund - Hybrid-Equity Plan
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Dividend YieldWt% in HDFC Retirement Savings Fund -Overlap
HDFC Bank Ltd.
Banks
5.91%6.25%5.91%
ICICI Bank Ltd.
Banks
5.05%5.66%5.05%
Axis Bank Ltd.
Banks
3.85%3.25%3.25%
Maruti Suzuki India Limited
Automobiles
2.46%2.62%2.46%
Reliance Industries Ltd.
Petroleum Products
2.38%3.27%2.38%
State Bank of India
Banks
2.26%3.53%2.26%
Kotak Mahindra Bank Limited
Banks
2.25%2.68%2.25%
Bharti Airtel Ltd.
Telecom - Services
2.41%2.21%2.21%
Larsen and Toubro Ltd.
Construction
2.78%1.88%1.88%
Infosys Limited
IT - Software
1.84%2.29%1.84%

Unique to HDFC Dividend Yield

  • NTPC Limited2.15%

Unique to HDFC Retirement Savings Fund -

  • Tata Consultancy Services Ltd.2.32%

Sector Overlap Breakdown

Banks
18.7% (5)
IT - Software
5.2% (5)
Automobiles
4.0% (3)
Petroleum Products
3.0% (2)
Telecom - Services
2.2% (1)
Construction
2.0% (2)
Insurance
1.6% (2)
Diversified FMCG
1.2% (1)
Pharmaceuticals & Biotechnology
1.1% (2)
Ferrous Metals
0.9% (1)
Power
0.8% (1)
Transport Services
0.6% (1)
Personal Products
0.6% (1)
Entertainment
0.5% (1)
Capital Markets
0.5% (1)
Industrial Products
0.4% (2)
Auto Components
0.3% (1)
IT - Services
0.2% (1)
Electrical Equipment
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Dividend Yield

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