HDFC Infrastructure Fund vs SBI Nifty Index Fund

Portfolio Overlap Analysis · HDFC vs SBI

38.2%
Moderate Overlap
17 common stocks · Rank #3148 of 28,292 pairs
Fund A
HDFC Infrastructure Fund
HDFC · Sectoral - Infra
Fund B
SBI Nifty Index Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC InfrastructureWt% in SBI Nifty IndexOverlap
ICICI Bank Ltd.
Banks
8.58%6.27%6.27%
HDFC Bank Ltd.
Banks
11.83%5.14%5.14%
Larsen & Toubro Ltd.
Construction
4.38%7.14%4.38%
State Bank of India
Banks
4.34%3.50%3.50%
Reliance Industries Ltd.
Petroleum Products
8.20%2.88%2.88%
Axis Bank Ltd.
Banks
3.45%2.86%2.86%
Bharti Airtel Ltd.
Telecom - Services
4.56%2.72%2.72%
NTPC Ltd.
Power
1.58%3.48%1.58%
Tata Steel Ltd.
Ferrous Metals
1.53%2.20%1.53%
Power Grid Corporation of India Ltd.
Power
1.18%1.98%1.18%

Unique to HDFC Infrastructure

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

Unique to SBI Nifty Index

  • Infosys Ltd.3.97%
  • Kotak Mahindra Bank Ltd.2.66%
  • Mahindra & Mahindra Ltd.2.64%

Sector Overlap Breakdown

Banks
17.8% (4)
Construction
4.4% (1)
Petroleum Products
2.9% (1)
Power
2.8% (2)
Telecom - Services
2.7% (1)
Ferrous Metals
1.5% (1)
Healthcare Services
1.3% (2)
Non - Ferrous Metals
1.2% (1)
Transport Infrastructure
1.0% (1)
Transport Services
0.9% (1)
Aerospace & Defense
0.9% (1)
Consumable Fuels
0.8% (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.