HDFC Manufacturing Fund vs METALETF

Portfolio Overlap Analysis · HDFC vs ICICI

9.0%
Low Overlap
4 common stocks · Rank #21874 of 28,292 pairs
Fund A
HDFC Manufacturing Fund
HDFC · Sectoral - Manufacturing
Fund B
METALETF
ICICI · Equity - Other

Common Holdings (4)

StockWt% in HDFC ManufacturingWt% in METALETFOverlap
JSW Steel Ltd.
Ferrous Metals
3.66%14.94%3.66%
Hindalco Industries Ltd.
Non - Ferrous Metals
2.19%14.85%2.19%
Tata Steel Ltd.
Ferrous Metals
2.13%19.61%2.13%
Jindal Steel Limited.
Ferrous Metals
1.06%5.35%1.06%

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 Electronics Ltd.2.73%
  • Tata Motors Passenger Vehicles Limited2.60%
  • Bajaj Auto Limited2.50%
  • Bharat Forge Ltd.2.35%

Unique to METALETF

  • Vedanta Ltd.10.84%
  • Adani Enterprises Ltd.9.51%
  • APL Apollo Tubes Ltd.4.36%
  • NMDC Ltd.3.67%
  • Jindal Stainless Ltd.3.36%
  • Lloyds Metals & Energy Ltd.2.96%

Sector Overlap Breakdown

Ferrous Metals
6.8% (3)
Non - Ferrous Metals
2.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Manufacturing

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