HDFC Manufacturing Fund vs HDFC NIFTY 100 Equal Weight Index Fund

Portfolio Overlap Analysis · HDFC vs HDFC

22.9%
Moderate Overlap
24 common stocks · Rank #9234 of 28,292 pairs
Fund A
HDFC Manufacturing Fund
HDFC · Sectoral - Manufacturing
Fund B
HDFC NIFTY 100 Equal Weight Index Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC ManufacturingWt% in HDFC NIFTY 100 Equal Weight InOverlap
Tata Steel Ltd.
Ferrous Metals
2.13%1.25%1.25%
JSW Steel Ltd.
Ferrous Metals
3.66%1.15%1.15%
Bharat Electronics Ltd.
Aerospace & Defense
2.73%1.11%1.11%
Bajaj Auto Limited
Automobiles
2.50%1.10%1.10%
CG Power and Industrial Solutions Ltd.
Electrical Equipment
1.37%1.10%1.10%
Siemens Ltd.
Electrical Equipment
1.15%1.10%1.10%
Tata Motors Passenger Vehicles Limited
Automobiles
2.60%1.06%1.06%
Hindalco Industries Ltd.
Non - Ferrous Metals
2.19%1.06%1.06%
Jindal Steel Limited.
Ferrous Metals
1.06%1.26%1.06%
Bharat Petroleum Corporation Ltd.
Petroleum Products
2.08%1.05%1.05%

Unique to HDFC Manufacturing

  • Reliance Industries Ltd.5.56%
  • Divis Laboratories Ltd.4.24%
  • Maruti Suzuki India Limited4.24%
  • Tata Motors Limited3.30%
  • Mahindra & Mahindra Ltd.3.27%
  • Bharat Forge Ltd.2.35%

Unique to HDFC NIFTY 100 Equal Weight In

  • State Bank of India1.24%
  • Oil & Natural Gas Corporation Ltd.1.19%
  • Vedanta Ltd.1.19%
  • NTPC Limited1.18%
  • ABB India Ltd.1.17%
  • Indian Oil Corporation Ltd.1.17%
  • Power Finance Corporation Ltd.1.16%

Sector Overlap Breakdown

Automobiles
4.9% (5)
Ferrous Metals
3.5% (3)
Electrical Equipment
3.3% (4)
Pharmaceuticals & Biotechnology
2.0% (2)
Aerospace & Defense
2.0% (2)
Petroleum Products
1.9% (2)
Auto Components
1.3% (2)
Non - Ferrous Metals
1.1% (1)
Personal Products
1.0% (1)
Consumer Durables
1.0% (1)
Cement & Cement Products
0.9% (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.