HDFC Housing Opportunities Fund vs HDFCNY50ET

Portfolio Overlap Analysis · HDFC vs HDFC

5.4%
Low Overlap
4 common stocks · Rank #27631 of 28,292 pairs
Fund A
HDFC Housing Opportunities Fund
HDFC · Thematic
Fund B
HDFCNY50ET
HDFC · Equity - Other

Common Holdings (4)

StockWt% in HDFC Housing OpportunitiesWt% in HDFCNY50ETOverlap
Havells India Ltd.
Consumer Durables
1.65%1.52%1.52%
Bank of Baroda
Banks
1.52%2.57%1.52%
Ambuja Cements Ltd.
Cement & Cement Products
6.29%1.31%1.31%
Lodha Developers Limited
Realty
1.01%1.20%1.01%

Unique to HDFC Housing Opportunities

  • Larsen and Toubro Ltd.9.42%
  • HDFC Bank Ltd.8.72%
  • State Bank of India8.03%
  • NTPC Limited7.51%
  • ICICI Bank Ltd.7.32%
  • Tata Steel Ltd.5.01%
  • Kalpataru Projects International Ltd4.87%
  • UltraTech Cement Limited4.48%
  • Axis Bank Ltd.4.35%

Unique to HDFCNY50ET

  • Vedanta Ltd.5.24%
  • TVS Motor Company Ltd.3.91%
  • Divis Laboratories Ltd.3.50%
  • Bharat Petroleum Corporation Ltd.3.21%
  • Hindustan Aeronautics Limited3.19%
  • Cholamandalam Investment & Finance Co. Ltd.3.15%
  • Britannia Industries Ltd.3.04%
  • Indian Oil Corporation Ltd.3.01%
  • The Tata Power Company Ltd.2.73%
  • Varun Beverages Ltd2.66%

Sector Overlap Breakdown

Consumer Durables
1.5% (1)
Banks
1.5% (1)
Cement & Cement Products
1.3% (1)
Realty
1.0% (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.