HDFC Multi-Asset Allocation Fund vs SBI Nifty 500 Index Fund
Portfolio Overlap Analysis · HDFC vs SBI
45.3%
High Overlap
65 common stocks · Rank #1718 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Multi-Asset Allocation | Wt% in SBI Nifty 500 Index | Overlap |
|---|---|---|---|
Reliance Industries Ltd. Petroleum Products | 4.82% | 4.90% | 4.82% |
ICICI Bank Ltd. Banks | 5.05% | 4.21% | 4.21% |
HDFC Bank Ltd. Banks | 6.96% | 4.14% | 4.14% |
State Bank of India Banks | 2.56% | 2.37% | 2.37% |
Bharti Airtel Ltd. Telecom - Services | 2.68% | 2.34% | 2.34% |
Axis Bank Ltd. Banks | 2.03% | 1.88% | 1.88% |
Larsen & Toubro Ltd. Construction | 2.58% | 1.69% | 1.69% |
Kotak Mahindra Bank Ltd. Banks | 1.56% | 1.76% | 1.56% |
Infosys Ltd. IT - Software | 2.33% | 1.44% | 1.44% |
Tata Consultancy Services Ltd. IT - Software | 1.38% | 1.34% | 1.34% |
Unique to HDFC Multi-Asset Allocation
- NTPC Limited2.34%
- Oil & Natural Gas Corporation Ltd.1.66%
Unique to SBI Nifty 500 Index
- Mahindra & Mahindra Ltd.1.55%
Sector Overlap Breakdown
Banks14.3% (6)
Petroleum Products5.2% (2)
IT - Software4.1% (6)
Automobiles3.3% (5)
Telecom - Services2.6% (2)
Pharmaceuticals & Biotechnology2.5% (8)
Power1.7% (3)
Construction1.7% (1)
Finance1.6% (3)
Diversified FMCG1.3% (2)
Insurance1.2% (4)
Consumer Durables1.1% (4)
Ferrous Metals1.0% (2)
Non - Ferrous Metals0.7% (1)
Retailing0.6% (1)
Oil0.6% (1)
Transport Services0.5% (4)
Healthcare Services0.5% (2)
Personal Products0.3% (1)
Cement & Cement Products0.2% (2)
Beverages0.2% (1)
Realty0.1% (1)
Gas0.1% (1)
Fertilizers & Agrochemicals0.0% (1)
Capital Markets0.0% (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.