HDFC Innovation Fund vs SBI Nifty Next 50 Index Fund

Portfolio Overlap Analysis · SBI vs HDFC

19.5%
Low Overlap
11 common stocks · Rank #11401 of 28,282 pairs
Fund A
HDFC Innovation Fund
HDFC · Equity - Other
Fund B
SBI Nifty Next 50 Index Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC InnovationWt% in SBI Nifty Next 50 IndexOverlap
Divi's Laboratories Ltd.
Pharmaceuticals & Biotechnology
4.33%3.50%3.50%
Hindustan Aeronautics Ltd.
Aerospace & Defense
2.44%3.19%2.44%
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) Ltd.
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 SBI 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 Ltd.2.66%

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 SBI Nifty Next 50 Index

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