HDFC Dividend Yield Fund vs SBI Nifty 50 ETF

Portfolio Overlap Analysis · HDFC vs SBI

51.2%
High Overlap
35 common stocks · Rank #937 of 28,292 pairs
Fund A
HDFC Dividend Yield Fund
HDFC · Dividend Yield
Fund B
SBI Nifty 50 ETF
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Dividend YieldWt% in SBI Nifty 50 ETFOverlap
HDFC Bank Ltd.
Banks
11.83%5.91%5.91%
ICICI Bank Ltd.
Banks
8.58%5.05%5.05%
Axis Bank Ltd.
Banks
3.45%3.85%3.45%
Larsen & Toubro Ltd.
Construction
4.38%2.78%2.78%
Bharti Airtel Ltd.
Telecom - Services
4.56%2.41%2.41%
Reliance Industries Ltd.
Petroleum Products
8.20%2.38%2.38%
State Bank of India
Banks
4.34%2.26%2.26%
Kotak Mahindra Bank Ltd.
Banks
2.66%2.25%2.25%
Infosys Ltd.
IT - Software
3.97%1.84%1.84%
Maruti Suzuki India Ltd.
Automobiles
1.70%2.46%1.70%

Unique to HDFC Dividend Yield

  • NTPC Limited2.15%

Unique to SBI Nifty 50 ETF

  • Mahindra & Mahindra Ltd.2.64%

Sector Overlap Breakdown

Banks
18.9% (5)
IT - Software
5.9% (5)
Automobiles
4.4% (5)
Construction
2.8% (1)
Telecom - Services
2.4% (1)
Petroleum Products
2.4% (1)
Diversified FMCG
2.4% (2)
Pharmaceuticals & Biotechnology
2.3% (2)
Power
1.6% (1)
Insurance
1.5% (2)
Ferrous Metals
1.4% (1)
Oil
0.9% (1)
Consumable Fuels
0.8% (1)
Food Products
0.7% (1)
Healthcare Services
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.