HDFC Innovation Fund vs SBI MNC Fund
Portfolio Overlap Analysis · HDFC vs SBI
21.5%
Moderate Overlap
14 common stocks · Rank #10052 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Innovation | Wt% in SBI MNC | Overlap |
|---|---|---|---|
Divi's Laboratories Ltd. Pharmaceuticals & Biotechnology | 5.27% | 4.33% | 4.33% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 2.97% | 2.56% | 2.56% |
Navin Fluorine International Ltd. Chemicals & Petrochemicals | 3.00% | 2.15% | 2.15% |
Cummins India Ltd. Industrial Products | 4.19% | 2.06% | 2.06% |
Samvardhana Motherson International Ltd. Auto Components | 2.28% | 1.40% | 1.40% |
Sona Blw Precision Forgings Ltd. Auto Components | 3.29% | 1.36% | 1.36% |
Anthem Biosciences Ltd. Pharmaceuticals & Biotechnology | 2.40% | 1.30% | 1.30% |
Lupin Ltd. Pharmaceuticals & Biotechnology | 1.97% | 1.26% | 1.26% |
Siemens Ltd. Electrical Equipment | 2.93% | 1.21% | 1.21% |
Bharat Forge Ltd. Auto Components | 3.27% | 1.04% | 1.04% |
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%
- INFO EDGE (INDIA) LIMITED2.83%
- Torrent Pharmaceuticals Ltd.2.66%
- LENSKART SOLUTIONS LIMITED2.60%
Unique to SBI MNC
- Vedanta Ltd.6.15%
- Britannia Industries Ltd.5.14%
- Hindustan Unilever Ltd.4.00%
- Aether Industries Ltd.3.96%
- Colgate Palmolive (India) Ltd.3.86%
- ZF Commercial Vehicle Control Systems India Ltd.3.25%
Sector Overlap Breakdown
Pharmaceuticals & Biotechnology9.4% (4)
Auto Components4.3% (4)
Chemicals & Petrochemicals2.1% (1)
Industrial Products2.1% (1)
Electrical Equipment1.2% (1)
Diversified FMCG1.0% (1)
IT - Services0.9% (1)
Aerospace & Defense0.4% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC Innovation
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- vs MZ28.9% · 18 stocks
- vs Nippon India Nifty India Manuf28.9% · 18 stocks
- vs SBI Innovative Opportunities24.9% · 12 stocks
- vs NIPPON INDIA LARGE CAP23.9% · 18 stocks
More comparisons for SBI MNC
- vs Nippon India MNC31.8% · 13 stocks
- vs ICICI Prudential MNC30.5% · 13 stocks
- vs HDFC MNC27.3% · 14 stocks
- vs SBI Healthcare Opportunities22.6% · 9 stocks
- vs HDFC Manufacturing21.3% · 17 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.