HDFC NIFTY 100 Index Fund vs NIPPON INDIA EQUITY SAVINGS FUND
Portfolio Overlap Analysis · HDFC vs Nippon
49.9%
High Overlap
39 common stocks · Rank #1078 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC NIFTY 100 Index | Wt% in NIPPON INDIA EQUITY SAVINGS | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.46% | 7.13% | 7.13% |
HDFC Bank Limited Banks | 5.79% | 9.82% | 5.79% |
Reliance Industries Limited Petroleum Products | 4.61% | 6.81% | 4.61% |
Larsen & Toubro Limited Construction | 4.78% | 3.63% | 3.63% |
Bharti Airtel Limited Telecom - Services | 2.94% | 3.79% | 2.94% |
Axis Bank Limited Banks | 2.86% | 2.87% | 2.86% |
Kotak Mahindra Bank Limited Banks | 4.10% | 2.21% | 2.21% |
Mahindra & Mahindra Limited Automobiles | 5.28% | 2.19% | 2.19% |
State Bank of India Banks | 1.80% | 3.61% | 1.80% |
ITC Limited Diversified FMCG | 1.38% | 2.19% | 1.38% |
Unique to HDFC NIFTY 100 Index
- Infosys Limited3.29%
Unique to NIPPON INDIA EQUITY SAVINGS
- Eternal Limited3.61%
- Grasim Industries Limited2.41%
Sector Overlap Breakdown
Banks19.8% (6)
Petroleum Products4.6% (1)
Automobiles4.5% (5)
Construction3.6% (1)
Telecom - Services2.9% (1)
IT - Software2.1% (4)
Ferrous Metals1.8% (3)
Diversified FMCG1.7% (2)
Power1.5% (2)
Retailing1.3% (1)
Diversified Metals0.9% (1)
Aerospace & Defense0.8% (2)
Cement & Cement Products0.8% (2)
Oil0.7% (1)
Consumer Durables0.7% (1)
Pharmaceuticals & Biotechnology0.6% (1)
Insurance0.5% (1)
Finance0.4% (1)
Consumable Fuels0.2% (1)
Realty0.2% (1)
Beverages0.1% (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.