HDFC Housing Opportunities Fund vs SBI Dividend Yield Fund

Portfolio Overlap Analysis · HDFC vs SBI

34.5%
Moderate Overlap
10 common stocks · Rank #4198 of 28,292 pairs
Fund A
HDFC Housing Opportunities Fund
HDFC · Thematic
Fund B
SBI Dividend Yield Fund
SBI · Dividend Yield

Common Holdings (10)

StockWt% in HDFC Housing OpportunitiesWt% in SBI Dividend YieldOverlap
HDFC Bank Ltd.
Banks
8.21%8.72%8.21%
ICICI Bank Ltd.
Banks
6.21%7.32%6.21%
State Bank of India
Banks
5.50%8.03%5.50%
Larsen & Toubro Ltd.
Construction
5.39%9.42%5.39%
Axis Bank Ltd.
Banks
2.16%4.35%2.16%
Asian Paints Ltd.
Consumer Durables
1.59%1.68%1.59%
Tata Steel Ltd.
Ferrous Metals
1.58%5.01%1.58%
Bank of Baroda
Banks
1.37%1.52%1.37%
Ultratech Cement Ltd.
Cement & Cement Products
1.34%4.48%1.34%
National Aluminium Company Ltd.
Non - Ferrous Metals
1.68%1.11%1.11%

Unique to HDFC Housing Opportunities

  • NTPC Limited7.51%
  • Ambuja Cements Ltd.6.29%
  • Kalpataru Projects International Ltd4.87%

Unique to SBI Dividend Yield

  • Infosys Ltd.4.69%
  • Power Grid Corporation of India Ltd.4.04%
  • Tata Consultancy Services Ltd.3.89%
  • Maruti Suzuki India Ltd.3.80%
  • Oil & Natural Gas Corporation Ltd.3.10%
  • GAIL (India) Ltd.2.83%

Sector Overlap Breakdown

Banks
23.4% (5)
Construction
5.4% (1)
Consumer Durables
1.6% (1)
Ferrous Metals
1.6% (1)
Cement & Cement Products
1.3% (1)
Non - Ferrous Metals
1.1% (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.