HDFC Flexi Cap Fund vs Nippon India Index Fund - BSE Sensex Plan

Portfolio Overlap Analysis · Nippon vs HDFC

45.9%
High Overlap
15 common stocks · Rank #1606 of 28,282 pairs
Fund A
HDFC Flexi Cap Fund
HDFC · Flexi Cap
Fund B
Nippon India Index Fund - BSE Sensex Plan
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC Flexi CapWt% in Nippon India Index Fund - BSE Overlap
ICICI Bank Limited
Banks
8.78%10.25%8.78%
HDFC Bank Limited
Banks
7.25%14.05%7.25%
State Bank of India
Banks
5.26%5.19%5.19%
Axis Bank Limited
Banks
7.44%4.11%4.11%
Kotak Mahindra Bank Limited
Banks
3.76%3.18%3.18%
Bharti Airtel Limited
Telecom - Services
3.06%5.46%3.06%
Larsen & Toubro Limited
Construction
2.85%5.21%2.85%
Maruti Suzuki India Limited
Automobiles
2.96%2.04%2.04%
Infosys Limited
IT - Software
1.73%4.83%1.73%
Tata Steel Limited
Ferrous Metals
1.67%1.82%1.67%

Unique to HDFC Flexi Cap

  • SBI Life Insurance Company Ltd.4.06%
  • HCL Technologies Ltd.2.94%

Unique to Nippon India Index Fund - BSE

  • Reliance Industries Limited9.81%
  • Mahindra & Mahindra Limited3.17%

Sector Overlap Breakdown

Banks
28.5% (5)
IT - Software
3.8% (3)
Telecom - Services
3.1% (1)
Construction
2.9% (1)
Automobiles
2.0% (1)
Ferrous Metals
1.7% (1)
Retailing
1.5% (1)
Power
1.4% (1)
Transport Services
1.1% (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.