HDFC Flexi Cap Fund vs HDFC Retirement Savings Fund - Equity Plan
Portfolio Overlap Analysis · HDFC vs HDFC
51.6%
High Overlap
26 common stocks · Rank #897 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Flexi Cap | Wt% in HDFC Retirement Savings Fund - | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.25% | 7.62% | 7.25% |
ICICI Bank Ltd. Banks | 8.78% | 6.31% | 6.31% |
Axis Bank Ltd. Banks | 7.44% | 4.75% | 4.75% |
State Bank of India Banks | 5.26% | 3.44% | 3.44% |
Kotak Mahindra Bank Limited Banks | 3.76% | 3.39% | 3.39% |
Maruti Suzuki India Limited Automobiles | 2.96% | 3.19% | 2.96% |
Bharti Airtel Ltd. Telecom - Services | 3.06% | 2.69% | 2.69% |
Larsen and Toubro Ltd. Construction | 2.85% | 2.45% | 2.45% |
Power Grid Corporation of India Ltd. Power | 2.71% | 2.14% | 2.14% |
HCL Technologies Ltd. IT - Software | 2.94% | 1.99% | 1.99% |
Unique to HDFC Flexi Cap
- SBI Life Insurance Company Ltd.4.06%
Unique to HDFC Retirement Savings Fund -
- Reliance Industries Ltd.3.99%
- Infosys Limited2.98%
- Tata Consultancy Services Ltd.2.64%
Sector Overlap Breakdown
Banks25.1% (5)
Automobiles7.4% (4)
IT - Software4.2% (3)
Construction2.9% (2)
Telecom - Services2.7% (1)
Power2.1% (1)
Pharmaceuticals & Biotechnology1.9% (2)
Healthcare Services1.1% (2)
Ferrous Metals1.1% (1)
Transport Services0.8% (1)
Beverages0.8% (1)
Consumer Durables0.7% (1)
Cement & Cement Products0.5% (1)
IT - Services0.2% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC Flexi Cap
- vs HDFCTS70.0% · 35 stocks
- vs HDFC Focused67.3% · 27 stocks
- vs SBI Nifty Index49.1% · 23 stocks
- vs SBI Nifty 50 ETF49.1% · 23 stocks
- vs HDFCNYEXTF49.1% · 23 stocks
More comparisons for HDFC Retirement Savings Fund -
- vs HDFC Retirement Savings Fund -64.1% · 52 stocks
- vs HDFCTS57.2% · 32 stocks
- vs HDFC Hybrid Equity53.0% · 35 stocks
- vs SBI Nifty Index50.8% · 22 stocks
- vs SBI Nifty 50 ETF50.8% · 22 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.