HDFC Infrastructure Fund vs HDFC Retirement Savings Fund - Equity Plan

Portfolio Overlap Analysis · HDFC vs HDFC

37.8%
Moderate Overlap
21 common stocks · Rank #3223 of 28,292 pairs
Fund A
HDFC Infrastructure Fund
HDFC · Sectoral - Infra
Fund B
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC InfrastructureWt% in HDFC Retirement Savings Fund -Overlap
ICICI Bank Ltd.
Banks
6.27%6.31%6.27%
HDFC Bank Ltd.
Banks
5.14%7.62%5.14%
State Bank of India
Banks
3.50%3.44%3.44%
Reliance Industries Ltd.
Petroleum Products
2.88%3.99%2.88%
Axis Bank Ltd.
Banks
2.86%4.75%2.86%
Bharti Airtel Ltd.
Telecom - Services
2.72%2.69%2.69%
Larsen and Toubro Ltd.
Construction
7.14%2.45%2.45%
Power Grid Corporation of India Ltd.
Power
1.98%2.14%1.98%
NTPC Limited
Power
3.48%1.37%1.37%
Tata Steel Ltd.
Ferrous Metals
2.20%1.06%1.06%

Unique to HDFC Infrastructure

  • Kalpataru Projects International Ltd3.99%
  • J.Kumar Infraprojects Ltd.3.06%
  • InterGlobe Aviation Ltd.3.00%

Unique to HDFC Retirement Savings Fund -

  • Kotak Mahindra Bank Limited3.39%
  • Maruti Suzuki India Limited3.19%
  • Infosys Limited2.98%
  • Tata Consultancy Services Ltd.2.64%

Sector Overlap Breakdown

Banks
17.7% (4)
Power
3.4% (2)
Construction
3.2% (2)
Transport Services
3.2% (4)
Petroleum Products
2.9% (1)
Telecom - Services
2.7% (1)
Ferrous Metals
1.1% (1)
Electrical Equipment
0.8% (1)
Healthcare Services
0.8% (1)
Gas
0.7% (1)
Industrial Products
0.6% (1)
Industrial Manufacturing
0.5% (1)
Paper, Forest & Jute Products
0.3% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Infrastructure

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