HDFC Housing Opportunities Fund vs Nippon India Index Fund - BSE Sensex Plan

Portfolio Overlap Analysis · HDFC vs Nippon

36.9%
Moderate Overlap
9 common stocks · Rank #3445 of 28,292 pairs
Fund A
HDFC Housing Opportunities Fund
HDFC · Thematic
Fund B
Nippon India Index Fund - BSE Sensex Plan
Nippon · Equity - Other

Common Holdings (9)

StockWt% in HDFC Housing OpportunitiesWt% in Nippon India Index Fund - BSE Overlap
HDFC Bank Limited
Banks
14.05%8.72%8.72%
ICICI Bank Limited
Banks
10.25%7.32%7.32%
Larsen & Toubro Limited
Construction
5.21%9.42%5.21%
State Bank of India
Banks
5.19%8.03%5.19%
Axis Bank Limited
Banks
4.11%4.35%4.11%
NTPC Limited
Power
1.89%7.51%1.89%
Tata Steel Limited
Ferrous Metals
1.82%5.01%1.82%
UltraTech Cement Limited
Cement & Cement Products
1.55%4.48%1.55%
Asian Paints Limited
Consumer Durables
1.11%1.68%1.11%

Unique to HDFC Housing Opportunities

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

Unique to Nippon India Index Fund - BSE

  • Reliance Industries Limited9.81%
  • Bharti Airtel Limited5.46%
  • Infosys Limited4.83%
  • Kotak Mahindra Bank Limited3.18%
  • Mahindra & Mahindra Limited3.17%

Sector Overlap Breakdown

Banks
25.3% (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

More comparisons for Nippon India Index Fund - BSE

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