HDFC Hybrid Equity Fund vs HDFC Value Fund

Portfolio Overlap Analysis · HDFC vs HDFC

40.6%
High Overlap
20 common stocks · Rank #2611 of 28,292 pairs
Fund A
HDFC Hybrid Equity Fund
HDFC · Equity - Other
Fund B
HDFC Value Fund
HDFC · Value/Contra

Common Holdings (10)

StockWt% in HDFC Hybrid EquityWt% in HDFC ValueOverlap
ICICI Bank Ltd.
Banks
6.78%6.98%6.78%
HDFC Bank Ltd.
Banks
7.04%6.19%6.19%
State Bank of India
Banks
4.64%4.46%4.46%
Axis Bank Ltd.
Banks
2.92%4.57%2.92%
Larsen and Toubro Ltd.
Construction
2.87%3.03%2.87%
Infosys Limited
IT - Software
2.77%3.07%2.77%
Bharti Airtel Ltd.
Telecom - Services
2.12%3.30%2.12%
Reliance Industries Ltd.
Petroleum Products
4.21%1.89%1.89%
United Spirits Limited
Beverages
1.40%1.46%1.40%
Maruti Suzuki India Limited
Automobiles
1.81%1.36%1.36%

Unique to HDFC Hybrid Equity

  • Kotak Mahindra Bank Limited2.62%
  • ITC LIMITED2.17%

Unique to HDFC Value

  • NTPC Limited2.58%
  • Sun Pharmaceutical Industries Ltd.2.58%
  • Au Small Finance Bank Ltd.2.55%

Sector Overlap Breakdown

Banks
20.4% (4)
IT - Software
3.5% (2)
Construction
2.9% (1)
Petroleum Products
2.8% (2)
Automobiles
2.2% (2)
Telecom - Services
2.1% (1)
Beverages
1.4% (1)
Pharmaceuticals & Biotechnology
1.2% (1)
Power
1.2% (1)
Personal Products
0.7% (1)
Healthcare Services
0.7% (1)
Retailing
0.7% (1)
Auto Components
0.6% (1)
Industrial Manufacturing
0.3% (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.