HDFC Focused Fund vs HDFC BSE Sensex Index Fund

Portfolio Overlap Analysis · HDFC vs HDFC

43.8%
High Overlap
12 common stocks · Rank #1936 of 28,292 pairs
Fund A
HDFC Focused Fund
HDFC · Focused
Fund B
HDFC BSE Sensex Index Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC FocusedWt% in HDFC BSE Sensex IndexOverlap
ICICI Bank Ltd.
Banks
10.27%9.50%9.50%
HDFC Bank Ltd.
Banks
14.07%9.17%9.17%
State Bank of India
Banks
5.20%6.07%5.20%
Axis Bank Ltd.
Banks
4.12%7.65%4.12%
Bharti Airtel Ltd.
Telecom - Services
5.47%3.54%3.54%
Kotak Mahindra Bank Limited
Banks
3.18%5.78%3.18%
Maruti Suzuki India Limited
Automobiles
2.05%3.74%2.05%
Tata Steel Ltd.
Ferrous Metals
1.82%2.50%1.82%
HCL Technologies Ltd.
IT - Software
1.53%3.97%1.53%
Power Grid Corporation of India Ltd.
Power
1.42%2.97%1.42%

Unique to HDFC Focused

  • Cipla Ltd.3.79%
  • SBI Life Insurance Company Ltd.3.53%

Unique to HDFC BSE Sensex Index

  • Reliance Industries Ltd.9.83%
  • Larsen and Toubro Ltd.5.21%
  • Infosys Limited4.84%
  • Mahindra & Mahindra Ltd.3.17%

Sector Overlap Breakdown

Banks
31.2% (5)
Telecom - Services
3.5% (1)
Automobiles
2.0% (1)
Ferrous Metals
1.8% (1)
IT - Software
1.5% (1)
Power
1.4% (1)
Retailing
1.1% (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.