HDFC Manufacturing Fund vs NIPPON INDIA POWER & INFRA FUND
Portfolio Overlap Analysis · HDFC vs Nippon
23.5%
Moderate Overlap
23 common stocks · Rank #8905 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Manufacturing | Wt% in NIPPON INDIA POWER & INFRA | Overlap |
|---|---|---|---|
Reliance Industries Limited Petroleum Products | 9.11% | 5.56% | 5.56% |
Hindustan Aeronautics Limited Aerospace & Defense | 1.92% | 2.19% | 1.92% |
Bharat Forge Limited Auto Components | 1.92% | 2.35% | 1.92% |
Cummins India Limited Industrial Products | 1.54% | 2.20% | 1.54% |
Kaynes Technology India Limited Industrial Manufacturing | 1.73% | 1.44% | 1.44% |
CG Power and Industrial Solutions Limited Electrical Equipment | 2.77% | 1.37% | 1.37% |
Siemens Limited Electrical Equipment | 1.14% | 1.15% | 1.14% |
Saatvik Green Energy Limited Electrical Equipment | 0.74% | 0.74% | 0.74% |
Siemens Energy India Limited Electrical Equipment | 1.07% | 0.69% | 0.69% |
Indraprastha Gas Limited Gas | 0.68% | 0.69% | 0.68% |
Unique to HDFC Manufacturing
- Divis Laboratories Ltd.4.24%
- 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%
Unique to NIPPON INDIA POWER & INFRA
- NTPC Limited8.30%
- Larsen & Toubro Limited5.94%
- Tata Power Company Limited4.18%
- NTPC Green Energy Limited2.85%
- UltraTech Cement Limited2.67%
- Bharat Heavy Electricals Limited2.56%
- Apollo Hospitals Enterprise Limited2.30%
- Bharti Airtel Limited2.06%
Sector Overlap Breakdown
Petroleum Products5.6% (1)
Electrical Equipment4.3% (5)
Aerospace & Defense3.4% (4)
Auto Components2.8% (3)
Industrial Products1.9% (2)
Consumer Durables1.5% (3)
Industrial Manufacturing1.4% (1)
Gas0.7% (1)
Automobiles0.7% (1)
Ferrous Metals0.6% (1)
Agricultural, Commercial & Construction Vehicles0.5% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC Manufacturing
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- vs Nippon India Nifty India Manuf49.0% · 31 stocks
- vs ICICI Prudential Manufacturing35.4% · 34 stocks
- vs HDFC Innovation31.0% · 22 stocks
- vs NIPPON INDIA QUANT23.7% · 10 stocks
More comparisons for NIPPON INDIA POWER & INFRA
- vs NIPPON INDIA ETF NIFTY INFRAST38.7% · 17 stocks
- vs INFRAETF38.2% · 18 stocks
- vs ICICI Prudential Energy Opport35.1% · 18 stocks
- vs SBI Infrastructure31.3% · 14 stocks
- vs NIPPON INDIA RETIREMENT FUND -30.5% · 27 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.