HDFC Focused Fund vs NIPPON INDIA ETF NIFTY 50 VALUE 20

Portfolio Overlap Analysis · HDFC vs Nippon

42.5%
High Overlap
9 common stocks · Rank #2159 of 28,292 pairs
Fund A
HDFC Focused Fund
HDFC · Focused
Fund B
NIPPON INDIA ETF NIFTY 50 VALUE 20
Nippon · Value/Contra

Common Holdings (9)

StockWt% in HDFC FocusedWt% in NIPPON INDIA ETF NIFTY 50 VALUOverlap
ICICI Bank Limited
Banks
15.75%9.50%9.50%
Axis Bank Limited
Banks
8.97%7.65%7.65%
State Bank of India
Banks
11.27%6.07%6.07%
Kotak Mahindra Bank Limited
Banks
6.90%5.78%5.78%
Maruti Suzuki India Limited
Automobiles
4.41%3.74%3.74%
HCL Technologies Limited
IT - Software
3.31%3.97%3.31%
Power Grid Corporation of India Limited
Power
3.06%2.97%2.97%
Bajaj Auto Limited
Automobiles
2.50%1.72%1.72%
Cipla Limited
Pharmaceuticals & Biotechnology
1.71%3.79%1.71%

Unique to HDFC Focused

  • HDFC Bank Ltd.9.17%
  • Bharti Airtel Ltd.3.54%
  • SBI Life Insurance Company Ltd.3.53%

Unique to NIPPON INDIA ETF NIFTY 50 VALU

  • Infosys Limited10.29%
  • ITC Limited6.83%
  • Tata Consultancy Services Limited6.09%
  • NTPC Limited4.09%

Sector Overlap Breakdown

Banks
29.0% (4)
Automobiles
5.5% (2)
IT - Software
3.3% (1)
Power
3.0% (1)
Pharmaceuticals & Biotechnology
1.7% (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.