HDFC Focused Fund vs Nippon India Nifty 500 Equal Weight Index Fund

Portfolio Overlap Analysis · HDFC vs Nippon

5.5%
Low Overlap
27 common stocks · Rank #27322 of 28,292 pairs
Fund A
HDFC Focused Fund
HDFC · Focused

Common Holdings (10)

StockWt% in HDFC FocusedWt% in Nippon India Nifty 500 Equal WOverlap
State Bank of India
Banks
0.26%6.07%0.26%
Tata Steel Limited
Ferrous Metals
0.26%2.50%0.26%
Karur Vysya Bank Limited
Banks
0.26%2.26%0.26%
Axis Bank Limited
Banks
0.23%7.65%0.23%
Power Grid Corporation of India Limited
Power
0.23%2.97%0.23%
Eicher Motors Limited
Automobiles
0.23%2.75%0.23%
Bajaj Auto Limited
Automobiles
0.23%1.72%0.23%
ICICI Bank Limited
Banks
0.21%9.50%0.21%
SBI Life Insurance Company Limited
Insurance
0.21%3.53%0.21%
FSN E-Commerce Ventures Limited
Retailing
0.21%1.96%0.21%

Unique to HDFC Focused

  • HDFC Bank Ltd.9.17%
  • Kotak Mahindra Bank Limited5.78%
  • HCL Technologies Ltd.3.97%
  • Cipla Ltd.3.79%
  • Maruti Suzuki India Limited3.74%
  • Bharti Airtel Ltd.3.54%

Unique to Nippon India Nifty 500 Equal W

  • Hitachi Energy India Limited0.29%
  • Union Bank of India0.28%
  • Mangalore Refinery and Petrochemicals Limited0.28%
  • Bharat Forge Limited0.27%
  • Force Motors Limited0.27%
  • Bank of Maharashtra0.27%
  • Apar Industries Limited0.27%
  • Indian Bank0.26%
  • Bank of India0.26%
  • Bandhan Bank Limited0.26%

Sector Overlap Breakdown

Banks
1.3% (6)
Automobiles
0.8% (4)
Auto Components
0.4% (2)
Retailing
0.4% (2)
Pharmaceuticals & Biotechnology
0.4% (2)
Leisure Services
0.4% (2)
Ferrous Metals
0.3% (1)
Power
0.2% (1)
Insurance
0.2% (1)
Consumer Durables
0.2% (1)
Transport Services
0.2% (1)
Agricultural, Commercial & Construction Vehicles
0.2% (1)
Healthcare Services
0.2% (1)
Telecom - Services
0.2% (1)
IT - Software
0.2% (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.