HDFC Hybrid Debt Fund vs HDFC Multi-Asset Allocation Fund

Portfolio Overlap Analysis · HDFC vs HDFC

18.1%
Low Overlap
25 common stocks · Rank #12360 of 28,292 pairs
Fund A
HDFC Hybrid Debt Fund
HDFC · Equity - Other
Fund B
HDFC Multi-Asset Allocation Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Hybrid DebtWt% in HDFC Multi-Asset AllocationOverlap
ICICI Bank Ltd.
Banks
2.06%4.21%2.06%
HDFC Bank Ltd.
Banks
1.86%4.14%1.86%
State Bank of India
Banks
1.62%2.37%1.62%
Axis Bank Ltd.
Banks
1.35%1.88%1.35%
Reliance Industries Ltd.
Petroleum Products
1.04%4.90%1.04%
Larsen and Toubro Ltd.
Construction
0.90%1.69%0.90%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
0.78%1.61%0.78%
Kotak Mahindra Bank Limited
Banks
0.75%1.76%0.75%
Oil & Natural Gas Corporation Ltd.
Oil
0.75%1.66%0.75%
NTPC Limited
Power
0.69%2.34%0.69%

Unique to HDFC Hybrid Debt

All top holdings are shared with the other fund.

Unique to HDFC Multi-Asset Allocation

  • Bharti Airtel Ltd.2.34%

Sector Overlap Breakdown

Banks
7.6% (5)
IT - Software
1.8% (3)
Pharmaceuticals & Biotechnology
1.7% (3)
Petroleum Products
1.3% (2)
Power
1.2% (2)
Telecom - Services
0.9% (2)
Construction
0.9% (1)
Oil
0.8% (1)
Diversified FMCG
0.5% (1)
Insurance
0.5% (1)
Transport Services
0.4% (2)
Automobiles
0.3% (1)
Auto Components
0.2% (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.