HDFC Dividend Yield Fund vs NIPPON INDIA VALUE FUND
Portfolio Overlap Analysis · HDFC vs Nippon
42.7%
High Overlap
30 common stocks · Rank #2106 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Dividend Yield | Wt% in NIPPON INDIA VALUE | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 7.05% | 5.91% | 5.91% |
Axis Bank Limited Banks | 3.58% | 3.85% | 3.58% |
ICICI Bank Limited Banks | 3.52% | 5.05% | 3.52% |
Larsen & Toubro Limited Construction | 2.98% | 2.78% | 2.78% |
Bharti Airtel Limited Telecom - Services | 2.66% | 2.41% | 2.41% |
Reliance Industries Limited Petroleum Products | 2.96% | 2.38% | 2.38% |
State Bank of India Banks | 4.34% | 2.26% | 2.26% |
Kotak Mahindra Bank Limited Banks | 3.06% | 2.25% | 2.25% |
NTPC Limited Power | 4.20% | 2.15% | 2.15% |
Maruti Suzuki India Limited Automobiles | 2.00% | 2.46% | 2.00% |
Unique to HDFC Dividend Yield
All top holdings are shared with the other fund.
Unique to NIPPON INDIA VALUE
- Oil & Natural Gas Corporation Limited4.19%
- IndusInd Bank Limited3.81%
Sector Overlap Breakdown
Banks19.5% (7)
IT - Software3.4% (3)
Automobiles2.8% (3)
Construction2.8% (1)
Telecom - Services2.4% (1)
Petroleum Products2.4% (1)
Power2.2% (2)
Consumable Fuels1.5% (1)
Diversified FMCG1.2% (1)
Oil1.1% (1)
Finance1.1% (2)
Industrial Manufacturing0.6% (1)
Consumer Durables0.5% (2)
Capital Markets0.5% (1)
Gas0.4% (1)
Industrial Products0.2% (1)
Retailing0.1% (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.