HDFC Manufacturing Fund vs NH

Portfolio Overlap Analysis · HDFC vs Nippon

12.8%
Low Overlap
7 common stocks · Rank #17294 of 28,292 pairs
Fund A
HDFC Manufacturing Fund
HDFC · Sectoral - Manufacturing
Fund B
NH
Nippon · Equity - Other

Common Holdings (7)

StockWt% in HDFC ManufacturingWt% in NHOverlap
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
9.71%4.24%4.24%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
21.93%2.30%2.30%
Glenmark Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
3.84%2.02%2.02%
Lupin Limited
Pharmaceuticals & Biotechnology
6.65%1.91%1.91%
Gland Pharma Limited
Pharmaceuticals & Biotechnology
1.73%1.55%1.55%
Wockhardt Limited
Pharmaceuticals & Biotechnology
1.34%0.39%0.39%
Piramal Pharma Limited
Pharmaceuticals & Biotechnology
1.15%0.35%0.35%

Unique to HDFC Manufacturing

  • Reliance Industries Ltd.5.56%
  • Maruti Suzuki India Limited4.24%
  • JSW Steel Ltd.3.66%
  • 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 NH

  • Dr. Reddy's Laboratories Limited9.35%
  • Cipla Limited9.04%
  • Torrent Pharmaceuticals Limited5.40%
  • Laurus Labs Limited4.98%
  • Aurobindo Pharma Limited4.07%
  • Alkem Laboratories Limited3.93%

Sector Overlap Breakdown

Pharmaceuticals & Biotechnology
12.8% (7)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Manufacturing

More comparisons for NH

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