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
Common Holdings (10)
| Stock | Wt% in HDFC Equity Savings | Wt% in SBI BSE Sensex ETF | Overlap |
|---|---|---|---|
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
Banks18.1% (5)
Petroleum Products5.6% (1)
IT - Software3.4% (4)
Construction3.1% (1)
Power2.9% (2)
Automobiles2.5% (2)
Telecom - Services2.0% (1)
Pharmaceuticals & Biotechnology1.9% (1)
Consumer Durables1.8% (1)
Finance1.7% (1)
Transport Infrastructure1.2% (1)
Diversified FMCG1.1% (2)
Ferrous Metals0.5% (1)
Cement & Cement Products0.5% (1)
Retailing0.0% (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.