HDFC Hybrid Equity Fund vs SBI BSE 100 ETF

Portfolio Overlap Analysis · HDFC vs SBI

43.6%
High Overlap
20 common stocks · Rank #1972 of 28,292 pairs
Fund A
HDFC Hybrid Equity Fund
HDFC · Equity - Other
Fund B
SBI BSE 100 ETF
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Hybrid EquityWt% in SBI BSE 100 ETFOverlap
HDFC Bank Ltd.
Banks
9.52%7.04%7.04%
ICICI Bank Ltd.
Banks
6.95%6.78%6.78%
Reliance Industries Ltd.
Petroleum Products
6.65%4.21%4.21%
State Bank of India
Banks
3.52%4.64%3.52%
Larsen & Toubro Ltd.
Construction
3.53%2.87%2.87%
Axis Bank Ltd.
Banks
2.79%2.92%2.79%
Infosys Ltd.
IT - Software
3.27%2.77%2.77%
Kotak Mahindra Bank Ltd.
Banks
2.15%2.62%2.15%
ITC Ltd.
Diversified FMCG
2.13%2.17%2.13%
Bharti Airtel Ltd.
Telecom - Services
3.70%2.12%2.12%

Unique to HDFC Hybrid Equity

All top holdings are shared with the other fund.

Unique to SBI BSE 100 ETF

  • Mahindra & Mahindra Ltd.2.14%

Sector Overlap Breakdown

Banks
22.3% (5)
Petroleum Products
4.2% (1)
IT - Software
4.0% (2)
Construction
2.9% (1)
Automobiles
2.2% (2)
Diversified FMCG
2.1% (1)
Telecom - Services
2.1% (1)
Power
1.2% (1)
Retailing
0.7% (1)
Pharmaceuticals & Biotechnology
0.6% (1)
Insurance
0.5% (1)
Personal Products
0.3% (1)
Beverages
0.3% (1)
Consumer Durables
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.