HDFC Equity Savings Fund vs NIPPON INDIA LARGE CAP FUND
Portfolio Overlap Analysis · HDFC vs Nippon
43.3%
High Overlap
31 common stocks · Rank #2014 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Equity Savings | Wt% in NIPPON INDIA LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 8.82% | 7.80% | 7.80% |
Reliance Industries Limited Petroleum Products | 5.30% | 5.64% | 5.30% |
ICICI Bank Limited Banks | 7.02% | 4.26% | 4.26% |
Larsen & Toubro Limited Construction | 4.24% | 3.10% | 3.10% |
State Bank of India Banks | 3.99% | 2.91% | 2.91% |
NTPC Limited Power | 2.48% | 2.25% | 2.25% |
Maruti Suzuki India Limited Automobiles | 2.31% | 1.75% | 1.75% |
Bajaj Finance Limited Finance | 2.80% | 1.72% | 1.72% |
Axis Bank Limited Banks | 4.20% | 1.64% | 1.64% |
Kotak Mahindra Bank Limited Banks | 2.02% | 1.52% | 1.52% |
Unique to HDFC Equity Savings
- Sun Pharmaceutical Industries Ltd.4.32%
- Titan Company Ltd.3.52%
- Adani Ports & Special Economic Zone1.99%
- Bharti Airtel Ltd.1.96%
Unique to NIPPON INDIA LARGE CAP
- Infosys Limited2.94%
- GE Vernova T&D India Limited2.82%
- ITC Limited2.61%
Sector Overlap Breakdown
Banks18.1% (5)
Petroleum Products5.3% (1)
IT - Software3.4% (4)
Automobiles3.3% (3)
Construction3.1% (1)
Power2.3% (1)
Pharmaceuticals & Biotechnology2.2% (5)
Finance1.7% (1)
Insurance1.7% (3)
Diversified FMCG1.1% (2)
Ferrous Metals0.5% (1)
Cement & Cement Products0.5% (1)
Entertainment0.2% (1)
Retailing0.0% (1)
Agricultural Food & other Products0.0% (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.