HDFC NIFTY 100 Index Fund vs NIPPON INDIA ARBITRAGE FUND

Portfolio Overlap Analysis · HDFC vs Nippon

40.7%
High Overlap
82 common stocks · Rank #2596 of 28,292 pairs
Fund A
HDFC NIFTY 100 Index Fund
HDFC · Equity - Other
Fund B
NIPPON INDIA ARBITRAGE FUND
Nippon · Arbitrage

Common Holdings (10)

StockWt% in HDFC NIFTY 100 IndexWt% in NIPPON INDIA ARBITRAGEOverlap
HDFC Bank Limited
Banks
5.03%9.82%5.03%
ICICI Bank Limited
Banks
3.51%7.13%3.51%
Reliance Industries Limited
Petroleum Products
2.92%6.81%2.92%
Bharti Airtel Limited
Telecom - Services
2.60%3.79%2.60%
Axis Bank Limited
Banks
2.15%2.87%2.15%
Mahindra & Mahindra Limited
Automobiles
1.49%2.19%1.49%
Eternal Limited
Retailing
2.32%1.28%1.28%
Kotak Mahindra Bank Limited
Banks
1.18%2.21%1.18%
Maruti Suzuki India Limited
Automobiles
1.06%1.41%1.06%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.03%1.33%1.03%

Unique to HDFC NIFTY 100 Index

  • Larsen and Toubro Ltd.3.63%
  • State Bank of India3.61%
  • Infosys Limited3.29%
  • ITC LIMITED2.19%

Unique to NIPPON INDIA ARBITRAGE

  • JSW Steel Limited2.05%
  • Grasim Industries Limited1.78%
  • Jio Financial Services Limited1.47%

Sector Overlap Breakdown

Banks
12.5% (8)
Petroleum Products
3.1% (3)
Automobiles
3.1% (5)
Telecom - Services
2.6% (1)
Finance
2.3% (8)
Pharmaceuticals & Biotechnology
1.9% (5)
Cement & Cement Products
1.8% (3)
Ferrous Metals
1.6% (3)
Retailing
1.5% (3)
Power
1.2% (6)
Consumer Durables
1.1% (3)
Aerospace & Defense
0.8% (2)
Diversified FMCG
0.8% (2)
Transport Infrastructure
0.8% (1)
Transport Services
0.7% (1)
IT - Software
0.6% (3)
Food Products
0.5% (2)
Insurance
0.4% (3)
Non - Ferrous Metals
0.4% (2)
Realty
0.4% (2)
Beverages
0.3% (2)
Oil
0.3% (1)
Auto Components
0.3% (2)
Construction
0.3% (1)
Healthcare Services
0.3% (1)
Gas
0.3% (1)
Chemicals & Petrochemicals
0.2% (2)
Diversified Metals
0.2% (1)
Agricultural Food & other Products
0.1% (1)
Industrial Manufacturing
0.1% (1)
Consumable Fuels
0.0% (1)
Leisure Services
0.0% (1)
Electrical Equipment
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC NIFTY 100 Index

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