HDFC Flexi Cap Fund vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME

Portfolio Overlap Analysis · HDFC vs Nippon

39.1%
Moderate Overlap
20 common stocks · Rank #2897 of 28,292 pairs
Fund A
HDFC Flexi Cap Fund
HDFC · Flexi Cap
Fund B
NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC Flexi CapWt% in NIPPON INDIA RETIREMENT FUND -Overlap
ICICI Bank Limited
Banks
7.59%8.78%7.59%
HDFC Bank Limited
Banks
7.08%7.25%7.08%
State Bank of India
Banks
3.99%5.26%3.99%
Axis Bank Limited
Banks
3.20%7.44%3.20%
Larsen & Toubro Limited
Construction
3.62%2.85%2.85%
Bharti Airtel Limited
Telecom - Services
2.69%3.06%2.69%
SBI Life Insurance Company Limited
Insurance
1.95%4.06%1.95%
Infosys Limited
IT - Software
2.86%1.73%1.73%
InterGlobe Aviation Limited
Transport Services
1.54%1.87%1.54%
Eternal Limited
Retailing
1.34%1.49%1.34%

Unique to HDFC Flexi Cap

  • Kotak Mahindra Bank Limited3.76%
  • Maruti Suzuki India Limited2.96%
  • HCL Technologies Ltd.2.94%

Unique to NIPPON INDIA RETIREMENT FUND -

  • Reliance Industries Limited4.56%
  • NTPC Limited2.93%
  • Bajaj Finance Limited2.86%

Sector Overlap Breakdown

Banks
21.9% (4)
Construction
2.9% (1)
Telecom - Services
2.7% (1)
Insurance
1.9% (1)
IT - Software
1.7% (1)
Retailing
1.7% (2)
Transport Services
1.5% (1)
Pharmaceuticals & Biotechnology
1.0% (1)
Ferrous Metals
0.8% (1)
Beverages
0.8% (1)
Financial Technology (Fintech)
0.7% (1)
Healthcare Services
0.6% (1)
Consumer Durables
0.6% (2)
Agricultural, Commercial & Construction Vehicles
0.4% (1)
IT - Services
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Flexi Cap

More comparisons for NIPPON INDIA RETIREMENT FUND -

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