HDFC Multi-Asset Allocation Fund vs SBI Nifty Index Fund
Portfolio Overlap Analysis · HDFC vs SBI
46.9%
High Overlap
37 common stocks · Rank #1432 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Multi-Asset Allocation | Wt% in SBI Nifty Index | Overlap |
|---|---|---|---|
Reliance Industries Ltd. Petroleum Products | 8.20% | 4.90% | 4.90% |
ICICI Bank Ltd. Banks | 8.58% | 4.21% | 4.21% |
HDFC Bank Ltd. Banks | 11.83% | 4.14% | 4.14% |
State Bank of India Banks | 4.34% | 2.37% | 2.37% |
Bharti Airtel Ltd. Telecom - Services | 4.56% | 2.34% | 2.34% |
Axis Bank Ltd. Banks | 3.45% | 1.88% | 1.88% |
Kotak Mahindra Bank Ltd. Banks | 2.66% | 1.76% | 1.76% |
Larsen & Toubro Ltd. Construction | 4.38% | 1.69% | 1.69% |
Maruti Suzuki India Ltd. Automobiles | 1.70% | 1.61% | 1.61% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.60% | 1.61% | 1.60% |
Unique to HDFC Multi-Asset Allocation
- NTPC Limited2.34%
- Oil & Natural Gas Corporation Ltd.1.66%
Unique to SBI Nifty Index
- Infosys Ltd.3.97%
- Mahindra & Mahindra Ltd.2.64%
Sector Overlap Breakdown
Banks14.4% (5)
Petroleum Products4.9% (1)
IT - Software4.3% (5)
Automobiles4.1% (4)
Power2.8% (2)
Pharmaceuticals & Biotechnology2.4% (3)
Telecom - Services2.3% (1)
Finance1.9% (2)
Construction1.7% (1)
Insurance1.4% (2)
Diversified FMCG1.3% (2)
Non - Ferrous Metals1.2% (1)
Consumer Durables1.0% (2)
Oil0.9% (1)
Ferrous Metals0.8% (1)
Healthcare Services0.6% (1)
Retailing0.6% (1)
Transport Services0.3% (1)
Cement & Cement Products0.1% (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.