HDFC Equity Savings Fund vs NIPPON INDIA INDEX FUND - NIFTY 50 PLAN

Portfolio Overlap Analysis · HDFC vs Nippon

51.4%
High Overlap
38 common stocks · Rank #907 of 28,292 pairs
Fund A
HDFC Equity Savings Fund
HDFC · Equity Savings
Fund B
NIPPON INDIA INDEX FUND - NIFTY 50 PLAN
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC Equity SavingsWt% in NIPPON INDIA INDEX FUND - NIFTOverlap
HDFC Bank Limited
Banks
11.82%7.80%7.80%
Reliance Industries Limited
Petroleum Products
8.19%5.64%5.64%
ICICI Bank Limited
Banks
8.57%4.26%4.26%
Larsen & Toubro Limited
Construction
4.37%3.10%3.10%
State Bank of India
Banks
4.34%2.91%2.91%
Bharti Airtel Limited
Telecom - Services
4.56%1.96%1.96%
Bajaj Finance Limited
Finance
2.30%1.72%1.72%
Maruti Suzuki India Limited
Automobiles
1.70%1.75%1.70%
Axis Bank Limited
Banks
3.45%1.64%1.64%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.60%4.32%1.60%

Unique to HDFC Equity Savings

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

Unique to NIPPON INDIA INDEX FUND - NIFT

  • Infosys Limited3.96%
  • Kotak Mahindra Bank Limited2.66%
  • Mahindra & Mahindra Limited2.64%

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 NIPPON INDIA INDEX FUND - NIFT

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