HDFC Dividend Yield Fund vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME

Portfolio Overlap Analysis · HDFC vs Nippon

39.0%
Moderate Overlap
28 common stocks · Rank #2905 of 28,292 pairs
Fund A
HDFC Dividend Yield Fund
HDFC · Dividend Yield
Fund B
NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC Dividend YieldWt% in NIPPON INDIA RETIREMENT FUND -Overlap
HDFC Bank Limited
Banks
7.08%5.91%5.91%
ICICI Bank Limited
Banks
7.59%5.05%5.05%
Axis Bank Limited
Banks
3.20%3.85%3.20%
Larsen & Toubro Limited
Construction
3.62%2.78%2.78%
Bharti Airtel Limited
Telecom - Services
2.69%2.41%2.41%
Reliance Industries Limited
Petroleum Products
4.56%2.38%2.38%
State Bank of India
Banks
3.99%2.26%2.26%
NTPC Limited
Power
2.93%2.15%2.15%
SBI Life Insurance Company Limited
Insurance
1.95%2.09%1.95%
Infosys Limited
IT - Software
2.86%1.84%1.84%

Unique to HDFC Dividend Yield

  • Maruti Suzuki India Limited2.46%
  • Kotak Mahindra Bank Limited2.25%

Unique to NIPPON INDIA RETIREMENT FUND -

  • Bajaj Finance Limited2.86%

Sector Overlap Breakdown

Banks
16.4% (4)
IT - Software
3.7% (2)
Construction
2.9% (2)
Telecom - Services
2.4% (1)
Petroleum Products
2.4% (1)
Power
2.2% (2)
Insurance
1.9% (1)
Pharmaceuticals & Biotechnology
0.9% (3)
Healthcare Services
0.9% (1)
Finance
0.8% (1)
Industrial Products
0.8% (1)
Food Products
0.7% (2)
Aerospace & Defense
0.6% (1)
Industrial Manufacturing
0.6% (1)
Retailing
0.5% (1)
Automobiles
0.4% (1)
Transport Services
0.4% (1)
Entertainment
0.3% (1)
IT - Services
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Dividend Yield

More comparisons for NIPPON INDIA RETIREMENT FUND -

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