HDFC Hybrid Equity Fund vs SBI BSE Sensex ETF
Portfolio Overlap Analysis · HDFC vs SBI
43.0%
High Overlap
14 common stocks · Rank #2060 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Hybrid Equity | Wt% in SBI BSE Sensex ETF | Overlap |
|---|---|---|---|
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 & Toubro Ltd. Construction | 5.21% | 2.87% | 2.87% |
Infosys Ltd. IT - Software | 4.84% | 2.77% | 2.77% |
Kotak Mahindra Bank Ltd. Banks | 3.18% | 2.62% | 2.62% |
ITC Ltd. 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 SBI BSE Sensex ETF
- Mahindra & Mahindra Ltd.3.17%
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.
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.