HDFC Hybrid Equity Fund vs HDFCSXEXTF

Portfolio Overlap Analysis · HDFC vs HDFC

43.0%
High Overlap
14 common stocks · Rank #2062 of 28,292 pairs
Fund A
HDFC Hybrid Equity Fund
HDFC · Equity - Other
Fund B
HDFCSXEXTF
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Hybrid EquityWt% in HDFCSXEXTFOverlap
HDFC Bank Ltd.
Banks
14.07%7.04%7.04%
ICICI Bank Ltd.
Banks
10.26%6.78%6.78%
State Bank of India
Banks
5.20%4.64%4.64%
Reliance Industries Ltd.
Petroleum Products
9.82%4.21%4.21%
Axis Bank Ltd.
Banks
4.11%2.92%2.92%
Larsen and Toubro Ltd.
Construction
5.21%2.87%2.87%
Infosys Limited
IT - Software
4.84%2.77%2.77%
Kotak Mahindra Bank Limited
Banks
3.18%2.62%2.62%
ITC LIMITED
Diversified FMCG
3.15%2.17%2.17%
Bharti Airtel Ltd.
Telecom - Services
5.47%2.12%2.12%

Unique to HDFC Hybrid Equity

All top holdings are shared with the other fund.

Unique to HDFCSXEXTF

  • Mahindra & Mahindra Ltd.3.17%

Sector Overlap Breakdown

Banks
24.0% (5)
Petroleum Products
4.2% (1)
IT - Software
4.0% (2)
Construction
2.9% (1)
Diversified FMCG
2.2% (1)
Telecom - Services
2.1% (1)
Automobiles
1.8% (1)
Power
1.2% (1)
Retailing
0.7% (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.