HDFC Hybrid Debt Fund vs NIPPON INDIA INDEX FUND - NIFTY 50 PLAN
Portfolio Overlap Analysis · HDFC vs Nippon
16.7%
Low Overlap
20 common stocks · Rank #13550 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Hybrid Debt | Wt% in NIPPON INDIA INDEX FUND - NIFT | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.57% | 2.06% | 2.06% |
HDFC Bank Limited Banks | 11.82% | 1.86% | 1.86% |
State Bank of India Banks | 4.34% | 1.62% | 1.62% |
Axis Bank Limited Banks | 3.45% | 1.35% | 1.35% |
Reliance Industries Limited Petroleum Products | 8.19% | 1.04% | 1.04% |
Larsen & Toubro Limited Construction | 4.37% | 0.90% | 0.90% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.60% | 0.78% | 0.78% |
Kotak Mahindra Bank Limited Banks | 2.66% | 0.75% | 0.75% |
Oil & Natural Gas Corporation Limited Oil | 0.95% | 0.75% | 0.75% |
NTPC Limited Power | 1.58% | 0.69% | 0.69% |
Unique to HDFC Hybrid Debt
All top holdings are shared with the other fund.
Unique to NIPPON INDIA INDEX FUND - NIFT
- Bharti Airtel Limited4.56%
- Infosys Limited3.96%
- Mahindra & Mahindra Limited2.64%
Sector Overlap Breakdown
Banks7.6% (5)
IT - Software1.8% (3)
Power1.2% (2)
Pharmaceuticals & Biotechnology1.2% (2)
Petroleum Products1.0% (1)
Construction0.9% (1)
Oil0.8% (1)
Telecom - Services0.7% (1)
Diversified FMCG0.5% (1)
Insurance0.5% (1)
Automobiles0.3% (1)
Consumable Fuels0.3% (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.