HDFC Innovation Fund vs HDFC NIFTY Next 50 Index Fund

Portfolio Overlap Analysis · HDFC vs HDFC

19.5%
Low Overlap
11 common stocks · Rank #11405 of 28,292 pairs
Fund A
HDFC Innovation Fund
HDFC · Equity - Other
Fund B
HDFC NIFTY Next 50 Index Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC InnovationWt% in HDFC NIFTY Next 50 IndexOverlap
Divis Laboratories Ltd.
Pharmaceuticals & Biotechnology
4.33%3.50%3.50%
Hindustan Aeronautics Limited
Aerospace & Defense
2.44%3.19%2.44%
The Tata Power Company Ltd.
Power
2.35%2.73%2.35%
Torrent Pharmaceuticals Ltd.
Pharmaceuticals & Biotechnology
2.66%1.95%1.95%
INFO EDGE (INDIA) LIMITED
Retailing
2.83%1.72%1.72%
Godrej Consumer Products Ltd.
Personal Products
1.58%2.11%1.58%
Samvardhana Motherson International Ltd.
Auto Components
1.40%2.55%1.40%
ABB India Ltd.
Electrical Equipment
1.42%1.37%1.37%
Siemens Ltd.
Electrical Equipment
1.21%1.30%1.21%
JSW Energy Ltd.
Power
1.49%1.13%1.13%

Unique to HDFC Innovation

  • Eternal Limited8.98%
  • Bajaj Finance Ltd.5.12%
  • Bharat Electronics Ltd.4.38%
  • PB Fintech Limited4.25%
  • Mahindra & Mahindra Ltd.3.72%
  • Reliance Industries Ltd.3.42%
  • LENSKART SOLUTIONS LIMITED2.60%

Unique to HDFC NIFTY Next 50 Index

  • Vedanta Ltd.5.24%
  • TVS Motor Company Ltd.3.91%
  • Bharat Petroleum Corporation Ltd.3.21%
  • Cholamandalam Investment & Finance Co. Ltd.3.15%
  • Britannia Industries Ltd.3.04%
  • Indian Oil Corporation Ltd.3.01%
  • Varun Beverages Ltd2.66%

Sector Overlap Breakdown

Pharmaceuticals & Biotechnology
5.5% (2)
Power
3.5% (2)
Electrical Equipment
2.6% (2)
Aerospace & Defense
2.4% (1)
Retailing
1.7% (1)
Personal Products
1.6% (1)
Auto Components
1.4% (1)
Automobiles
0.8% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Innovation

More comparisons for HDFC NIFTY Next 50 Index

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