HDFC Equity Savings Fund vs SBI BSE Sensex ETF

Portfolio Overlap Analysis · HDFC vs SBI

46.4%
High Overlap
25 common stocks · Rank #1539 of 28,292 pairs
Fund A
HDFC Equity Savings Fund
HDFC · Equity Savings
Fund B
SBI BSE Sensex ETF
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Equity SavingsWt% in SBI BSE Sensex ETFOverlap
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 & 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 Ltd.
Power
1.89%2.25%1.89%
Titan Company Ltd.
Consumer Durables
1.84%3.52%1.84%
Maruti Suzuki India Ltd.
Automobiles
2.04%1.75%1.75%

Unique to HDFC Equity Savings

  • Adani Ports & Special Economic Zone1.99%

Unique to SBI BSE Sensex ETF

  • Infosys Ltd.4.84%
  • Axis Bank Ltd.4.11%
  • Kotak Mahindra Bank Ltd.3.18%
  • 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.

More comparisons for HDFC Equity Savings

More comparisons for SBI BSE Sensex ETF

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