HDFC Equity Savings Fund vs HDFC Nifty 50 Index Fund

Portfolio Overlap Analysis · HDFC vs HDFC

51.4%
High Overlap
38 common stocks · Rank #905 of 28,292 pairs
Fund A
HDFC Equity Savings Fund
HDFC · Equity Savings
Fund B
HDFC Nifty 50 Index Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Equity SavingsWt% in HDFC Nifty 50 IndexOverlap
HDFC Bank Ltd.
Banks
7.80%11.83%7.80%
Reliance Industries Ltd.
Petroleum Products
5.64%8.20%5.64%
ICICI Bank Ltd.
Banks
4.26%8.58%4.26%
Larsen and Toubro Ltd.
Construction
3.10%4.38%3.10%
State Bank of India
Banks
2.91%4.34%2.91%
Bharti Airtel Ltd.
Telecom - Services
1.96%4.56%1.96%
Bajaj Finance Ltd.
Finance
1.72%2.30%1.72%
Maruti Suzuki India Limited
Automobiles
1.75%1.70%1.70%
Axis Bank Ltd.
Banks
1.64%3.45%1.64%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
4.32%1.60%1.60%

Unique to HDFC Equity Savings

  • Titan Company Ltd.3.52%
  • NTPC Limited2.25%
  • Adani Ports & Special Economic Zone1.99%

Unique to HDFC Nifty 50 Index

  • Infosys Limited3.97%
  • Kotak Mahindra Bank Limited2.66%
  • Mahindra & Mahindra Ltd.2.64%

Sector Overlap Breakdown

Banks
18.1% (5)
Petroleum Products
5.6% (1)
Automobiles
4.0% (4)
IT - Software
3.5% (5)
Construction
3.1% (1)
Power
2.6% (2)
Pharmaceuticals & Biotechnology
2.1% (3)
Telecom - Services
2.0% (1)
Finance
1.7% (1)
Consumer Durables
1.6% (1)
Insurance
1.2% (2)
Diversified FMCG
1.1% (2)
Non - Ferrous Metals
1.1% (1)
Transport Infrastructure
1.0% (1)
Oil
0.9% (1)
Ferrous Metals
0.5% (1)
Healthcare Services
0.5% (1)
Cement & Cement Products
0.5% (1)
Consumable Fuels
0.4% (1)
Food Products
0.1% (1)
Retailing
0.0% (1)
Agricultural Food & Other Products
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Equity Savings

More comparisons for HDFC Nifty 50 Index

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