HDFC Multi Cap Fund vs HDFC Retirement Savings Fund - Equity Plan

Portfolio Overlap Analysis · HDFC vs HDFC

40.9%
High Overlap
36 common stocks · Rank #2528 of 28,292 pairs
Fund A
HDFC Multi Cap Fund
HDFC · Multi Cap
Fund B
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Multi CapWt% in HDFC Retirement Savings Fund -Overlap
HDFC Bank Ltd.
Banks
4.39%7.62%4.39%
ICICI Bank Ltd.
Banks
3.18%6.31%3.18%
Axis Bank Ltd.
Banks
2.75%4.75%2.75%
Reliance Industries Ltd.
Petroleum Products
2.71%3.99%2.71%
Bharti Airtel Ltd.
Telecom - Services
2.01%2.69%2.01%
Larsen and Toubro Ltd.
Construction
1.84%2.45%1.84%
Infosys Limited
IT - Software
1.45%2.98%1.45%
Kotak Mahindra Bank Limited
Banks
1.44%3.39%1.44%
Maruti Suzuki India Limited
Automobiles
1.39%3.19%1.39%
NTPC Limited
Power
1.50%1.37%1.37%

Unique to HDFC Multi Cap

  • Britannia Industries Ltd.2.42%
  • ICICI Lombard General Insurance Co1.45%

Unique to HDFC Retirement Savings Fund -

  • State Bank of India3.44%
  • Tata Consultancy Services Ltd.2.64%

Sector Overlap Breakdown

Banks
13.1% (5)
IT - Software
3.8% (4)
Petroleum Products
3.8% (2)
Pharmaceuticals & Biotechnology
2.4% (3)
Insurance
2.2% (2)
Construction
2.2% (2)
Telecom - Services
2.0% (1)
Consumer Durables
1.9% (5)
Transport Services
1.5% (2)
Automobiles
1.4% (1)
Power
1.4% (1)
Ferrous Metals
1.1% (1)
Diversified FMCG
1.0% (1)
Auto Components
0.8% (1)
Leisure Services
0.7% (1)
Industrial Products
0.6% (1)
Personal Products
0.5% (1)
Realty
0.3% (1)
Healthcare Services
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Multi Cap

More comparisons for HDFC Retirement Savings Fund -

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