HDFC Focused Fund vs SBI Nifty200 Momentum 30 Index Fund

Portfolio Overlap Analysis · HDFC vs SBI

23.7%
Moderate Overlap
7 common stocks · Rank #8787 of 28,292 pairs
Fund A
HDFC Focused Fund
HDFC · Focused
Fund B
SBI Nifty200 Momentum 30 Index Fund
SBI · Equity - Other

Common Holdings (7)

StockWt% in HDFC FocusedWt% in SBI Nifty200 Momentum 30 IndexOverlap
State Bank of India
Banks
6.09%6.07%6.07%
Maruti Suzuki India Ltd.
Automobiles
4.39%3.74%3.74%
Bharti Airtel Ltd.
Telecom - Services
4.37%3.54%3.54%
SBI Life Insurance Co. Ltd.
Insurance
3.78%3.53%3.53%
Eicher Motors Ltd.
Automobiles
5.36%2.75%2.75%
Interglobe Aviation Ltd.
Transport Services
3.86%2.10%2.10%
FSN E-Commerce Ventures Ltd.
Retailing
1.97%1.96%1.96%

Unique to HDFC Focused

  • ICICI Bank Ltd.9.50%
  • HDFC Bank Ltd.9.17%
  • Axis Bank Ltd.7.65%
  • Kotak Mahindra Bank Limited5.78%
  • HCL Technologies Ltd.3.97%
  • Cipla Ltd.3.79%

Unique to SBI Nifty200 Momentum 30 Index

  • Shriram Finance Ltd.5.51%
  • Hindalco Industries Ltd.5.19%
  • Bajaj Finance Ltd.4.88%
  • TVS Motor Company Ltd.4.57%
  • Asian Paints Ltd.4.24%
  • Hero MotoCorp Ltd.4.13%

Sector Overlap Breakdown

Automobiles
6.5% (2)
Banks
6.1% (1)
Telecom - Services
3.5% (1)
Insurance
3.5% (1)
Transport Services
2.1% (1)
Retailing
2.0% (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.