HDFC Multi-Asset Allocation Fund vs HDFC Retirement Savings Fund - Hybrid-Equity Plan

Portfolio Overlap Analysis · HDFC vs HDFC

40.3%
High Overlap
37 common stocks · Rank #2660 of 28,292 pairs
Fund A
HDFC Multi-Asset Allocation Fund
HDFC · Equity - Other
Fund B
HDFC Retirement Savings Fund - Hybrid-Equity Plan
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Multi-Asset AllocationWt% in HDFC Retirement Savings Fund -Overlap
ICICI Bank Ltd.
Banks
4.21%5.66%4.21%
HDFC Bank Ltd.
Banks
4.14%6.25%4.14%
Reliance Industries Ltd.
Petroleum Products
4.90%3.27%3.27%
State Bank of India
Banks
2.37%3.53%2.37%
Bharti Airtel Ltd.
Telecom - Services
2.34%2.21%2.21%
Axis Bank Ltd.
Banks
1.88%3.25%1.88%
Kotak Mahindra Bank Limited
Banks
1.76%2.68%1.76%
Larsen and Toubro Ltd.
Construction
1.69%1.88%1.69%
Maruti Suzuki India Limited
Automobiles
1.61%2.62%1.61%
Power Grid Corporation of India Ltd.
Power
1.50%1.75%1.50%

Unique to HDFC Multi-Asset Allocation

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

Unique to HDFC Retirement Savings Fund -

  • Tata Consultancy Services Ltd.2.32%
  • Infosys Limited2.29%

Sector Overlap Breakdown

Banks
15.0% (6)
IT - Software
4.0% (5)
Petroleum Products
3.3% (1)
Automobiles
2.5% (2)
Power
2.3% (2)
Telecom - Services
2.2% (1)
Insurance
2.1% (3)
Construction
1.7% (1)
Pharmaceuticals & Biotechnology
1.0% (2)
Transport Services
1.0% (3)
Diversified FMCG
0.8% (1)
Ferrous Metals
0.8% (1)
Beverages
0.7% (1)
Healthcare Services
0.7% (1)
Consumer Durables
0.6% (1)
Auto Components
0.5% (2)
Finance
0.4% (1)
Personal Products
0.3% (1)
Fertilizers & Agrochemicals
0.2% (1)
Capital Markets
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Multi-Asset Allocation

More comparisons for HDFC Retirement Savings Fund -

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