HDFC Equity Savings Fund vs SBI BSE 100 ETF

Portfolio Overlap Analysis · HDFC vs SBI

50.9%
High Overlap
43 common stocks · Rank #963 of 28,292 pairs
Fund A
HDFC Equity Savings Fund
HDFC · Equity Savings
Fund B
SBI BSE 100 ETF
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Equity SavingsWt% in SBI BSE 100 ETFOverlap
HDFC Bank Ltd.
Banks
9.52%7.80%7.80%
Reliance Industries Ltd.
Petroleum Products
6.65%5.64%5.64%
ICICI Bank Ltd.
Banks
6.95%4.26%4.26%
Larsen & Toubro Ltd.
Construction
3.53%3.10%3.10%
State Bank of India
Banks
3.52%2.91%2.91%
Bharti Airtel Ltd.
Telecom - Services
3.70%1.96%1.96%
Bajaj Finance Ltd.
Finance
1.84%1.72%1.72%
Axis Bank Ltd.
Banks
2.79%1.64%1.64%
Kotak Mahindra Bank Ltd.
Banks
2.15%1.52%1.52%
Maruti Suzuki India Ltd.
Automobiles
1.38%1.75%1.38%

Unique to HDFC Equity Savings

  • Sun Pharmaceutical Industries Ltd.4.32%
  • Titan Company Ltd.3.52%
  • NTPC Limited2.25%
  • Adani Ports & Special Economic Zone1.99%

Unique to SBI BSE 100 ETF

  • Infosys Ltd.3.27%
  • Mahindra & Mahindra Ltd.2.14%

Sector Overlap Breakdown

Banks
18.1% (5)
Petroleum Products
5.6% (1)
Automobiles
3.6% (4)
IT - Software
3.5% (6)
Construction
3.1% (1)
Pharmaceuticals & Biotechnology
2.6% (5)
Power
2.2% (2)
Telecom - Services
2.0% (1)
Finance
1.7% (1)
Consumer Durables
1.3% (1)
Insurance
1.2% (2)
Diversified FMCG
1.1% (2)
Non - Ferrous Metals
0.9% (1)
Transport Infrastructure
0.8% (1)
Oil
0.8% (1)
Cement & Cement Products
0.7% (2)
Healthcare Services
0.5% (1)
Ferrous Metals
0.5% (1)
Consumable Fuels
0.4% (1)
Beverages
0.3% (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 SBI BSE 100 ETF

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