HDFC Hybrid Debt Fund vs HDFC Nifty 50 Index Fund

Portfolio Overlap Analysis · HDFC vs HDFC

16.7%
Low Overlap
20 common stocks · Rank #13560 of 28,292 pairs
Fund A
HDFC Hybrid Debt Fund
HDFC · Equity - Other
Fund B
HDFC Nifty 50 Index Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Hybrid DebtWt% in HDFC Nifty 50 IndexOverlap
ICICI Bank Ltd.
Banks
2.06%8.58%2.06%
HDFC Bank Ltd.
Banks
1.86%11.83%1.86%
State Bank of India
Banks
1.62%4.34%1.62%
Axis Bank Ltd.
Banks
1.35%3.45%1.35%
Reliance Industries Ltd.
Petroleum Products
1.04%8.20%1.04%
Larsen and Toubro Ltd.
Construction
0.90%4.38%0.90%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
0.78%1.60%0.78%
Kotak Mahindra Bank Limited
Banks
0.75%2.66%0.75%
Oil & Natural Gas Corporation Ltd.
Oil
0.75%0.95%0.75%
NTPC Limited
Power
0.69%1.58%0.69%

Unique to HDFC Hybrid Debt

All top holdings are shared with the other fund.

Unique to HDFC Nifty 50 Index

  • Bharti Airtel Ltd.4.56%
  • Infosys Limited3.97%
  • Mahindra & Mahindra Ltd.2.64%

Sector Overlap Breakdown

Banks
7.6% (5)
IT - Software
1.8% (3)
Power
1.2% (2)
Pharmaceuticals & Biotechnology
1.2% (2)
Petroleum Products
1.0% (1)
Construction
0.9% (1)
Oil
0.8% (1)
Telecom - Services
0.7% (1)
Diversified FMCG
0.5% (1)
Insurance
0.5% (1)
Automobiles
0.3% (1)
Consumable Fuels
0.3% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Hybrid Debt

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