HDFC Large Cap Fund vs Nippon India Index Fund - BSE Sensex Plan
Portfolio Overlap Analysis · HDFC vs Nippon
55.0%
High Overlap
19 common stocks · Rank #761 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Large Cap | Wt% in Nippon India Index Fund - BSE | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 10.25% | 9.50% | 9.50% |
HDFC Bank Limited Banks | 14.05% | 8.58% | 8.58% |
Bharti Airtel Limited Telecom - Services | 5.46% | 5.59% | 5.46% |
Reliance Industries Limited Petroleum Products | 9.81% | 4.96% | 4.96% |
Axis Bank Limited Banks | 4.11% | 3.70% | 3.70% |
Infosys Limited IT - Software | 4.83% | 3.67% | 3.67% |
Kotak Mahindra Bank Limited Banks | 3.18% | 5.34% | 3.18% |
State Bank of India Banks | 5.19% | 1.91% | 1.91% |
NTPC Limited Power | 1.89% | 2.13% | 1.89% |
Titan Company Limited Consumer Durables | 1.84% | 4.45% | 1.84% |
Unique to HDFC Large Cap
- Torrent Pharmaceuticals Ltd.3.44%
- Bajaj Auto Limited3.10%
Unique to Nippon India Index Fund - BSE
- Larsen & Toubro Limited5.21%
- Mahindra & Mahindra Limited3.17%
Sector Overlap Breakdown
Banks26.9% (5)
Telecom - Services5.5% (1)
Petroleum Products5.0% (1)
IT - Software3.7% (1)
Automobiles2.2% (2)
Power1.9% (1)
Consumer Durables1.8% (1)
Retailing1.8% (1)
Construction1.4% (1)
Finance1.2% (1)
Transport Infrastructure1.2% (1)
Transport Services1.1% (1)
Cement & Cement Products1.0% (1)
Pharmaceuticals & Biotechnology0.5% (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.