HDFC Hybrid Debt Fund vs HDFC500ETF

Portfolio Overlap Analysis · HDFC vs HDFC

18.9%
Low Overlap
32 common stocks · Rank #11775 of 28,292 pairs
Fund A
HDFC Hybrid Debt Fund
HDFC · Equity - Other
Fund B
HDFC500ETF
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Hybrid DebtWt% in HDFC500ETFOverlap
ICICI Bank Ltd.
Banks
5.11%2.06%2.06%
HDFC Bank Ltd.
Banks
7.01%1.86%1.86%
State Bank of India
Banks
2.59%1.62%1.62%
Axis Bank Ltd.
Banks
2.05%1.35%1.35%
Reliance Industries Ltd.
Petroleum Products
4.90%1.04%1.04%
Larsen and Toubro Ltd.
Construction
2.60%0.90%0.90%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
0.95%0.78%0.78%
Kotak Mahindra Bank Limited
Banks
1.59%0.75%0.75%
NTPC Limited
Power
0.94%0.69%0.69%
Bharti Airtel Ltd.
Telecom - Services
2.73%0.68%0.68%

Unique to HDFC Hybrid Debt

  • Oil & Natural Gas Corporation Ltd.0.75%

Unique to HDFC500ETF

  • Infosys Limited2.41%
  • Mahindra & Mahindra Ltd.1.58%

Sector Overlap Breakdown

Banks
7.8% (6)
IT - Software
1.8% (3)
Petroleum Products
1.6% (3)
Pharmaceuticals & Biotechnology
1.5% (3)
Power
1.4% (3)
Telecom - Services
0.9% (2)
Construction
0.9% (1)
Automobiles
0.7% (2)
Oil
0.6% (1)
Diversified FMCG
0.5% (1)
Insurance
0.5% (1)
Finance
0.4% (2)
Consumable Fuels
0.3% (1)
Transport Services
0.1% (1)
Agricultural, Commercial & Construction Vehicles
0.1% (1)
Industrial Products
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

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More comparisons for HDFC500ETF

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