HDFC Hybrid Equity Fund vs Nippon India Index Fund - BSE Sensex Plan
Portfolio Overlap Analysis · HDFC vs Nippon
43.0%
High Overlap
14 common stocks · Rank #2058 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Hybrid Equity | Wt% in Nippon India Index Fund - BSE | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 14.05% | 7.04% | 7.04% |
ICICI Bank Limited Banks | 10.25% | 6.78% | 6.78% |
State Bank of India Banks | 5.19% | 4.64% | 4.64% |
Reliance Industries Limited Petroleum Products | 9.81% | 4.21% | 4.21% |
Axis Bank Limited Banks | 4.11% | 2.92% | 2.92% |
Larsen & Toubro Limited Construction | 5.21% | 2.87% | 2.87% |
Infosys Limited IT - Software | 4.83% | 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 Limited Telecom - Services | 5.46% | 2.12% | 2.12% |
Unique to HDFC Hybrid Equity
All top holdings are shared with the other fund.
Unique to Nippon India Index Fund - BSE
- Mahindra & Mahindra Limited3.17%
Sector Overlap Breakdown
Banks24.0% (5)
Petroleum Products4.2% (1)
IT - Software4.0% (2)
Construction2.9% (1)
Diversified FMCG2.2% (1)
Telecom - Services2.1% (1)
Automobiles1.8% (1)
Power1.2% (1)
Retailing0.7% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC Hybrid Equity
- vs HDFC Retirement Savings Fund -53.0% · 35 stocks
- vs HDFC Retirement Savings Fund -47.0% · 32 stocks
- vs Parag Parikh Large Cap44.3% · 21 stocks
- vs HDFCN100ET44.2% · 21 stocks
- vs Nippon India ETF Nifty 10044.2% · 21 stocks
More comparisons for Nippon India Index Fund - BSE
- vs Nippon India ETF BSE Sensex99.9% · 30 stocks
- vs SBI BSE Sensex ETF99.9% · 30 stocks
- vs SBI BSE Sensex Index99.9% · 30 stocks
- vs HDFCSXEXTF99.9% · 30 stocks
- vs HDFC BSE Sensex Index99.9% · 30 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.