HDFC Hybrid Debt Fund vs HDFC Nifty500 Multicap 50.25.25 Index Fund

Portfolio Overlap Analysis · HDFC vs HDFC

18.7%
Low Overlap
32 common stocks · Rank #11992 of 28,292 pairs
Fund A
HDFC Hybrid Debt Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Hybrid DebtWt% in HDFC Nifty500 Multicap 50.25.2Overlap
ICICI Bank Ltd.
Banks
2.06%3.57%2.06%
HDFC Bank Ltd.
Banks
1.86%4.92%1.86%
State Bank of India
Banks
1.62%1.81%1.62%
Axis Bank Ltd.
Banks
1.35%1.44%1.35%
Reliance Industries Ltd.
Petroleum Products
1.04%3.41%1.04%
Larsen and Toubro Ltd.
Construction
0.90%1.82%0.90%
Kotak Mahindra Bank Limited
Banks
0.75%1.11%0.75%
Bharti Airtel Ltd.
Telecom - Services
0.68%1.90%0.68%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
0.78%0.67%0.67%
Tata Consultancy Services Ltd.
IT - Software
0.67%0.98%0.67%

Unique to HDFC Hybrid Debt

  • Oil & Natural Gas Corporation Ltd.0.75%
  • NTPC Limited0.69%

Unique to HDFC Nifty500 Multicap 50.25.2

  • Infosys Limited1.65%
  • Mahindra & Mahindra Ltd.1.10%

Sector Overlap Breakdown

Banks
7.9% (6)
IT - Software
1.8% (3)
Petroleum Products
1.6% (3)
Pharmaceuticals & Biotechnology
1.3% (3)
Power
1.3% (3)
Telecom - Services
0.9% (2)
Construction
0.9% (1)
Automobiles
0.7% (2)
Diversified FMCG
0.5% (1)
Oil
0.4% (1)
Finance
0.4% (2)
Insurance
0.3% (1)
Consumable Fuels
0.3% (1)
Transport Services
0.2% (1)
Industrial Products
0.1% (1)
Agricultural, Commercial & Construction Vehicles
0.1% (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.