HDFC Equity Savings Fund vs HDFCSXEXTF

Portfolio Overlap Analysis · HDFC vs HDFC

46.4%
High Overlap
25 common stocks · Rank #1541 of 28,292 pairs
Fund A
HDFC Equity Savings Fund
HDFC · Equity Savings
Fund B
HDFCSXEXTF
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Equity SavingsWt% in HDFCSXEXTFOverlap
HDFC Bank Ltd.
Banks
14.07%7.80%7.80%
Reliance Industries Ltd.
Petroleum Products
9.82%5.64%5.64%
ICICI Bank Ltd.
Banks
10.26%4.26%4.26%
Larsen and Toubro Ltd.
Construction
5.21%3.10%3.10%
State Bank of India
Banks
5.20%2.91%2.91%
Bharti Airtel Ltd.
Telecom - Services
5.47%1.96%1.96%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.91%4.32%1.91%
NTPC Limited
Power
1.89%2.25%1.89%
Titan Company Ltd.
Consumer Durables
1.84%3.52%1.84%
Maruti Suzuki India Limited
Automobiles
2.04%1.75%1.75%

Unique to HDFC Equity Savings

  • Adani Ports & Special Economic Zone1.99%

Unique to HDFCSXEXTF

  • Infosys Limited4.84%
  • Axis Bank Ltd.4.11%
  • Kotak Mahindra Bank Limited3.18%
  • Mahindra & Mahindra Ltd.3.17%

Sector Overlap Breakdown

Banks
18.1% (5)
Petroleum Products
5.6% (1)
IT - Software
3.4% (4)
Construction
3.1% (1)
Power
2.9% (2)
Automobiles
2.5% (2)
Telecom - Services
2.0% (1)
Pharmaceuticals & Biotechnology
1.9% (1)
Consumer Durables
1.8% (1)
Finance
1.7% (1)
Transport Infrastructure
1.2% (1)
Diversified FMCG
1.1% (2)
Ferrous Metals
0.5% (1)
Cement & Cement Products
0.5% (1)
Retailing
0.0% (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.