HDFC Hybrid Equity Fund vs SBI Nifty 50 ETF

Portfolio Overlap Analysis · HDFC vs SBI

44.1%
High Overlap
16 common stocks · Rank #1896 of 28,292 pairs
Fund A
HDFC Hybrid Equity Fund
HDFC · Equity - Other
Fund B
SBI Nifty 50 ETF
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Hybrid EquityWt% in SBI Nifty 50 ETFOverlap
HDFC Bank Ltd.
Banks
11.83%7.04%7.04%
ICICI Bank Ltd.
Banks
8.58%6.78%6.78%
State Bank of India
Banks
4.34%4.64%4.34%
Reliance Industries Ltd.
Petroleum Products
8.20%4.21%4.21%
Axis Bank Ltd.
Banks
3.45%2.92%2.92%
Larsen & Toubro Ltd.
Construction
4.38%2.87%2.87%
Infosys Ltd.
IT - Software
3.97%2.77%2.77%
Kotak Mahindra Bank Ltd.
Banks
2.66%2.62%2.62%
ITC Ltd.
Diversified FMCG
2.63%2.17%2.17%
Bharti Airtel Ltd.
Telecom - Services
4.56%2.12%2.12%

Unique to HDFC Hybrid Equity

All top holdings are shared with the other fund.

Unique to SBI Nifty 50 ETF

  • Mahindra & Mahindra Ltd.2.64%

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.

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