HDFC Manufacturing Fund vs SBI Automotive Opportunities Fund

Portfolio Overlap Analysis · HDFC vs SBI

18.0%
Low Overlap
11 common stocks · Rank #12427 of 28,292 pairs
Fund A
HDFC Manufacturing Fund
HDFC · Sectoral - Manufacturing
Fund B
SBI Automotive Opportunities Fund
SBI · Thematic

Common Holdings (10)

StockWt% in HDFC ManufacturingWt% in SBI Automotive OpportunitiesOverlap
Maruti Suzuki India Ltd.
Automobiles
5.71%4.24%4.24%
Tata Motors Ltd.
Agricultural, Commercial & Construction Vehicles
4.26%3.30%3.30%
Mahindra & Mahindra Ltd.
Automobiles
14.53%3.27%3.27%
Bharat Forge Ltd.
Auto Components
4.73%2.35%2.35%
Timken India Ltd.
Industrial Products
2.60%1.13%1.13%
Schaeffler India Ltd.
Auto Components
2.70%0.82%0.82%
Balkrishna Industries Ltd.
Auto Components
0.80%1.17%0.80%
Craftsman Automation Ltd.
Auto Components
3.39%0.75%0.75%
Sundram Fasteners Ltd.
Auto Components
1.31%0.66%0.66%
Sona Blw Precision Forgings Ltd.
Auto Components
4.01%0.37%0.37%

Unique to HDFC Manufacturing

  • Reliance Industries Ltd.5.56%
  • Divis Laboratories Ltd.4.24%
  • JSW Steel Ltd.3.66%
  • Bharat Electronics Ltd.2.73%
  • Tata Motors Passenger Vehicles Limited2.60%
  • Bajaj Auto Limited2.50%

Unique to SBI Automotive Opportunities

  • Eicher Motors Ltd.8.11%
  • TVS Motor Company Ltd.5.81%
  • Samvardhana Motherson International Ltd.4.00%
  • ZF Commercial Vehicle Control Systems India Ltd.3.98%
  • Sansera Engineering Ltd.3.95%

Sector Overlap Breakdown

Automobiles
7.5% (2)
Auto Components
6.0% (7)
Agricultural, Commercial & Construction Vehicles
3.3% (1)
Industrial Products
1.1% (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.