HDFC Housing Opportunities Fund vs HDFC BSE Sensex Index Fund

Portfolio Overlap Analysis · HDFC vs HDFC

37.0%
Moderate Overlap
9 common stocks · Rank #3436 of 28,292 pairs
Fund A
HDFC Housing Opportunities Fund
HDFC · Thematic
Fund B
HDFC BSE Sensex Index Fund
HDFC · Equity - Other

Common Holdings (9)

StockWt% in HDFC Housing OpportunitiesWt% in HDFC BSE Sensex IndexOverlap
HDFC Bank Ltd.
Banks
14.07%8.72%8.72%
ICICI Bank Ltd.
Banks
10.27%7.32%7.32%
Larsen and Toubro Ltd.
Construction
5.21%9.42%5.21%
State Bank of India
Banks
5.20%8.03%5.20%
Axis Bank Ltd.
Banks
4.12%4.35%4.12%
NTPC Limited
Power
1.89%7.51%1.89%
Tata Steel Ltd.
Ferrous Metals
1.82%5.01%1.82%
UltraTech Cement Limited
Cement & Cement Products
1.56%4.48%1.56%
Asian Paints Limited
Consumer Durables
1.12%1.68%1.12%

Unique to HDFC Housing Opportunities

  • Ambuja Cements Ltd.6.29%
  • Kalpataru Projects International Ltd4.87%

Unique to HDFC BSE Sensex Index

  • Reliance Industries Ltd.9.83%
  • Bharti Airtel Ltd.5.47%
  • Infosys Limited4.84%
  • Kotak Mahindra Bank Limited3.18%
  • Mahindra & Mahindra Ltd.3.17%

Sector Overlap Breakdown

Banks
25.4% (4)
Construction
5.2% (1)
Power
1.9% (1)
Ferrous Metals
1.8% (1)
Cement & Cement Products
1.6% (1)
Consumer Durables
1.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Housing Opportunities

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.