HDFC Infrastructure Fund vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME

Portfolio Overlap Analysis · HDFC vs Nippon

37.8%
Moderate Overlap
17 common stocks · Rank #3231 of 28,292 pairs
Fund A
HDFC Infrastructure Fund
HDFC · Sectoral - Infra
Fund B
NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC InfrastructureWt% in NIPPON INDIA RETIREMENT FUND -Overlap
ICICI Bank Limited
Banks
7.59%6.27%6.27%
HDFC Bank Limited
Banks
7.08%5.14%5.14%
Larsen & Toubro Limited
Construction
3.62%7.14%3.62%
State Bank of India
Banks
3.99%3.50%3.50%
NTPC Limited
Power
2.93%3.48%2.93%
Reliance Industries Limited
Petroleum Products
4.56%2.88%2.88%
Axis Bank Limited
Banks
3.20%2.86%2.86%
Bharti Airtel Limited
Telecom - Services
2.69%2.72%2.69%
InterGlobe Aviation Limited
Transport Services
1.54%3.00%1.54%
Power Finance Corporation Limited
Finance
1.32%1.33%1.32%

Unique to HDFC Infrastructure

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

Unique to NIPPON INDIA RETIREMENT FUND -

  • Bajaj Finance Limited2.86%
  • Infosys Limited2.86%

Sector Overlap Breakdown

Banks
17.8% (4)
Petroleum Products
4.1% (2)
Construction
3.8% (2)
Power
2.9% (1)
Telecom - Services
2.7% (1)
Transport Services
2.3% (2)
Finance
1.3% (1)
Aerospace & Defense
1.0% (1)
Healthcare Services
0.9% (1)
Agricultural, Commercial & Construction Vehicles
0.5% (1)
Non - Ferrous Metals
0.4% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Infrastructure

More comparisons for NIPPON INDIA RETIREMENT FUND -

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