HDFC Focused Fund vs Nippon India ETF BSE Sensex

Portfolio Overlap Analysis · HDFC vs Nippon

43.8%
High Overlap
12 common stocks · Rank #1940 of 28,292 pairs
Fund A
HDFC Focused Fund
HDFC · Focused
Fund B
Nippon India ETF BSE Sensex
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC FocusedWt% in Nippon India ETF BSE SensexOverlap
ICICI Bank Limited
Banks
10.25%9.50%9.50%
HDFC Bank Limited
Banks
14.06%9.17%9.17%
State Bank of India
Banks
5.20%6.07%5.20%
Axis Bank Limited
Banks
4.11%7.65%4.11%
Bharti Airtel Limited
Telecom - Services
5.46%3.54%3.54%
Kotak Mahindra Bank Limited
Banks
3.18%5.78%3.18%
Maruti Suzuki India Limited
Automobiles
2.04%3.74%2.04%
Tata Steel Limited
Ferrous Metals
1.82%2.50%1.82%
HCL Technologies Limited
IT - Software
1.53%3.97%1.53%
Power Grid Corporation of India Limited
Power
1.42%2.97%1.42%

Unique to HDFC Focused

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

Unique to Nippon India ETF BSE Sensex

  • Reliance Industries Limited9.82%
  • Larsen & Toubro Limited5.21%
  • Infosys Limited4.83%
  • Mahindra & Mahindra Limited3.17%

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.