HDFC Hybrid Equity Fund vs NIPPON INDIA INDEX FUND - NIFTY 50 PLAN

Portfolio Overlap Analysis · HDFC vs Nippon

44.1%
High Overlap
16 common stocks · Rank #1893 of 28,292 pairs
Fund A
HDFC Hybrid Equity Fund
HDFC · Equity - Other
Fund B
NIPPON INDIA INDEX FUND - NIFTY 50 PLAN
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC Hybrid EquityWt% in NIPPON INDIA INDEX FUND - NIFTOverlap
HDFC Bank Limited
Banks
11.82%7.04%7.04%
ICICI Bank Limited
Banks
8.57%6.78%6.78%
State Bank of India
Banks
4.34%4.64%4.34%
Reliance Industries Limited
Petroleum Products
8.19%4.21%4.21%
Axis Bank Limited
Banks
3.45%2.92%2.92%
Larsen & Toubro Limited
Construction
4.37%2.87%2.87%
Infosys Limited
IT - Software
3.96%2.77%2.77%
Kotak Mahindra Bank Limited
Banks
2.66%2.62%2.62%
ITC Limited
Diversified FMCG
2.63%2.17%2.17%
Bharti Airtel Limited
Telecom - Services
4.56%2.12%2.12%

Unique to HDFC Hybrid Equity

All top holdings are shared with the other fund.

Unique to NIPPON INDIA INDEX FUND - NIFT

  • Mahindra & Mahindra Limited2.64%

Sector Overlap Breakdown

Banks
23.7% (5)
Petroleum Products
4.2% (1)
IT - Software
4.0% (2)
Construction
2.9% (1)
Automobiles
2.5% (2)
Diversified FMCG
2.2% (1)
Telecom - Services
2.1% (1)
Power
1.2% (1)
Insurance
0.7% (1)
Retailing
0.7% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Hybrid Equity

More comparisons for NIPPON INDIA INDEX FUND - NIFT

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