HDFC Innovation Fund vs HDFC Retirement Savings Fund - Hybrid-Equity Plan

Portfolio Overlap Analysis · HDFC vs HDFC

5.4%
Low Overlap
5 common stocks · Rank #27550 of 28,292 pairs
Fund A
HDFC Innovation Fund
HDFC · Equity - Other
Fund B
HDFC Retirement Savings Fund - Hybrid-Equity Plan
HDFC · Equity - Other

Common Holdings (5)

StockWt% in HDFC InnovationWt% in HDFC Retirement Savings Fund -Overlap
Reliance Industries Ltd.
Petroleum Products
3.42%3.27%3.27%
Infosys Limited
IT - Software
0.74%2.29%0.74%
Godrej Consumer Products Ltd.
Personal Products
1.58%0.57%0.57%
Amagi Media Labs Limited
IT - Services
0.92%0.49%0.49%
Sonata Software Ltd.
IT - Software
0.51%0.35%0.35%

Unique to HDFC Innovation

  • Eternal Limited8.98%
  • Bajaj Finance Ltd.5.12%
  • Bharat Electronics Ltd.4.38%
  • Divis Laboratories Ltd.4.33%
  • PB Fintech Limited4.25%
  • Mahindra & Mahindra Ltd.3.72%
  • INFO EDGE (INDIA) LIMITED2.83%
  • Torrent Pharmaceuticals Ltd.2.66%
  • LENSKART SOLUTIONS LIMITED2.60%

Unique to HDFC Retirement Savings Fund -

  • HDFC Bank Ltd.6.25%
  • ICICI Bank Ltd.5.66%
  • State Bank of India3.53%
  • Axis Bank Ltd.3.25%
  • Kotak Mahindra Bank Limited2.68%
  • Maruti Suzuki India Limited2.62%
  • Tata Consultancy Services Ltd.2.32%
  • Bharti Airtel Ltd.2.21%

Sector Overlap Breakdown

Petroleum Products
3.3% (1)
IT - Software
1.1% (2)
Personal Products
0.6% (1)
IT - Services
0.5% (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.