HDFC Multi-Asset Allocation Fund vs HDFC Nifty 50 Index Fund

Portfolio Overlap Analysis · HDFC vs HDFC

46.9%
High Overlap
37 common stocks · Rank #1435 of 28,292 pairs
Fund A
HDFC Multi-Asset Allocation Fund
HDFC · Equity - Other
Fund B
HDFC Nifty 50 Index Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Multi-Asset AllocationWt% in HDFC Nifty 50 IndexOverlap
Reliance Industries Ltd.
Petroleum Products
4.90%8.20%4.90%
ICICI Bank Ltd.
Banks
4.21%8.58%4.21%
HDFC Bank Ltd.
Banks
4.14%11.83%4.14%
State Bank of India
Banks
2.37%4.34%2.37%
Bharti Airtel Ltd.
Telecom - Services
2.34%4.56%2.34%
Axis Bank Ltd.
Banks
1.88%3.45%1.88%
Kotak Mahindra Bank Limited
Banks
1.76%2.66%1.76%
Larsen and Toubro Ltd.
Construction
1.69%4.38%1.69%
Maruti Suzuki India Limited
Automobiles
1.61%1.70%1.61%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.61%1.60%1.60%

Unique to HDFC Multi-Asset Allocation

  • NTPC Limited2.34%
  • Oil & Natural Gas Corporation Ltd.1.66%

Unique to HDFC Nifty 50 Index

  • Infosys Limited3.97%
  • Mahindra & Mahindra Ltd.2.64%

Sector Overlap Breakdown

Banks
14.4% (5)
Petroleum Products
4.9% (1)
IT - Software
4.3% (5)
Automobiles
4.1% (4)
Power
2.8% (2)
Pharmaceuticals & Biotechnology
2.4% (3)
Telecom - Services
2.3% (1)
Finance
1.9% (2)
Construction
1.7% (1)
Insurance
1.4% (2)
Diversified FMCG
1.3% (2)
Non - Ferrous Metals
1.2% (1)
Consumer Durables
1.0% (2)
Oil
0.9% (1)
Ferrous Metals
0.8% (1)
Healthcare Services
0.6% (1)
Retailing
0.6% (1)
Transport Services
0.3% (1)
Cement & Cement Products
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Multi-Asset Allocation

More comparisons for HDFC Nifty 50 Index

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