HDFC Equity Savings Fund vs NIFETF

Portfolio Overlap Analysis · HDFC vs ICICI

48.5%
High Overlap
37 common stocks · Rank #1275 of 28,292 pairs
Fund A
HDFC Equity Savings Fund
HDFC · Equity Savings
Fund B
NIFETF
ICICI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Equity SavingsWt% in NIFETFOverlap
HDFC Bank Ltd.
Banks
7.80%13.67%7.80%
Reliance Industries Ltd.
Petroleum Products
5.64%8.37%5.64%
ICICI Bank Ltd.
Banks
4.26%9.38%4.26%
Larsen and Toubro Ltd.
Construction
3.10%3.79%3.10%
State Bank of India
Banks
2.91%2.72%2.72%
Bharti Airtel Ltd.
Telecom - Services
1.96%4.63%1.96%
Bajaj Finance Ltd.
Finance
1.72%2.08%1.72%
Axis Bank Ltd.
Banks
1.64%2.72%1.64%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
4.32%1.63%1.63%
Maruti Suzuki India Limited
Automobiles
1.75%1.47%1.47%

Unique to HDFC Equity Savings

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

Unique to NIFETF

  • Infosys Ltd.4.83%
  • ITC Ltd.3.41%
  • Tata Consultancy Services Ltd.2.75%

Sector Overlap Breakdown

Banks
16.4% (4)
Petroleum Products
5.6% (1)
Automobiles
3.7% (4)
IT - Software
3.5% (5)
Construction
3.1% (1)
Power
2.4% (2)
Pharmaceuticals & Biotechnology
2.1% (3)
Telecom - Services
2.0% (1)
Finance
1.7% (1)
Consumer Durables
1.2% (1)
Insurance
1.2% (2)
Diversified FMCG
1.1% (2)
Transport Infrastructure
0.9% (1)
Non - Ferrous Metals
0.9% (1)
Oil
0.8% (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 NIFETF

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