HDFC Equity Savings Fund vs HDFC Retirement Savings Fund - Equity Plan

Portfolio Overlap Analysis · HDFC vs HDFC

42.4%
High Overlap
34 common stocks · Rank #2175 of 28,292 pairs
Fund A
HDFC Equity Savings Fund
HDFC · Equity Savings
Fund B
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Equity SavingsWt% in HDFC Retirement Savings Fund -Overlap
HDFC Bank Ltd.
Banks
7.80%7.62%7.62%
ICICI Bank Ltd.
Banks
4.26%6.31%4.26%
Reliance Industries Ltd.
Petroleum Products
5.64%3.99%3.99%
State Bank of India
Banks
2.91%3.44%2.91%
Larsen and Toubro Ltd.
Construction
3.10%2.45%2.45%
Bharti Airtel Ltd.
Telecom - Services
1.96%2.69%1.96%
Maruti Suzuki India Limited
Automobiles
1.75%3.19%1.75%
Axis Bank Ltd.
Banks
1.64%4.75%1.64%
Kotak Mahindra Bank Limited
Banks
1.52%3.39%1.52%
NTPC Limited
Power
2.25%1.37%1.37%

Unique to HDFC Equity Savings

  • Sun Pharmaceutical Industries Ltd.4.32%
  • Titan Company Ltd.3.52%
  • Adani Ports & Special Economic Zone1.99%

Unique to HDFC Retirement Savings Fund -

  • Infosys Limited2.98%
  • Tata Consultancy Services Ltd.2.64%

Sector Overlap Breakdown

Banks
17.9% (5)
Petroleum Products
4.3% (2)
Automobiles
4.0% (4)
IT - Software
3.0% (3)
Construction
2.9% (2)
Power
2.4% (2)
Telecom - Services
2.0% (1)
Insurance
1.4% (3)
Pharmaceuticals & Biotechnology
1.2% (3)
Beverages
0.8% (1)
Diversified FMCG
0.6% (1)
Healthcare Services
0.5% (1)
Ferrous Metals
0.5% (1)
Consumer Durables
0.3% (2)
Entertainment
0.3% (1)
Non - Ferrous Metals
0.2% (1)
Industrial Products
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Equity Savings

More comparisons for HDFC Retirement Savings Fund -

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