HDFC Dividend Yield Fund vs Nippon India ETF Nifty 100
Portfolio Overlap Analysis · HDFC vs Nippon
52.0%
High Overlap
47 common stocks · Rank #881 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Dividend Yield | Wt% in Nippon India ETF Nifty 100 | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 9.83% | 5.91% | 5.91% |
ICICI Bank Limited Banks | 7.13% | 5.05% | 5.05% |
Axis Bank Limited Banks | 2.87% | 3.85% | 2.87% |
Larsen & Toubro Limited Construction | 3.64% | 2.78% | 2.78% |
Bharti Airtel Limited Telecom - Services | 3.79% | 2.41% | 2.41% |
Reliance Industries Limited Petroleum Products | 6.81% | 2.38% | 2.38% |
State Bank of India Banks | 3.61% | 2.26% | 2.26% |
Kotak Mahindra Bank Limited Banks | 2.21% | 2.25% | 2.21% |
Infosys Limited IT - Software | 3.30% | 1.84% | 1.84% |
Tata Consultancy Services Limited IT - Software | 1.95% | 1.49% | 1.49% |
Unique to HDFC Dividend Yield
- Maruti Suzuki India Limited2.46%
- NTPC Limited2.15%
Unique to Nippon India ETF Nifty 100
- Mahindra & Mahindra Limited2.20%
Sector Overlap Breakdown
Banks18.7% (6)
IT - Software5.4% (5)
Automobiles3.8% (5)
Construction2.8% (1)
Telecom - Services2.4% (1)
Petroleum Products2.4% (1)
Diversified FMCG2.4% (2)
Pharmaceuticals & Biotechnology2.3% (3)
Finance1.4% (4)
Power1.3% (1)
Ferrous Metals1.3% (1)
Aerospace & Defense1.2% (2)
Insurance1.2% (2)
Oil0.8% (1)
Consumable Fuels0.7% (1)
Food Products0.7% (1)
Healthcare Services0.6% (1)
Electrical Equipment0.4% (2)
Transport Services0.4% (1)
Consumer Durables0.4% (1)
Personal Products0.3% (1)
Gas0.3% (1)
Retailing0.3% (1)
Auto Components0.2% (1)
Cement & Cement Products0.2% (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.