HDFC NIFTY 100 Index Fund vs SBI Arbitrage Opportunities Fund

Portfolio Overlap Analysis · HDFC vs SBI

45.5%
High Overlap
92 common stocks · Rank #1675 of 28,292 pairs
Fund A
HDFC NIFTY 100 Index Fund
HDFC · Equity - Other
Fund B
SBI Arbitrage Opportunities Fund
SBI · Arbitrage

Common Holdings (10)

StockWt% in HDFC NIFTY 100 IndexWt% in SBI Arbitrage OpportunitiesOverlap
HDFC Bank Ltd.
Banks
6.00%9.82%6.00%
ICICI Bank Ltd.
Banks
4.08%7.13%4.08%
Reliance Industries Ltd.
Petroleum Products
2.01%6.81%2.01%
Axis Bank Ltd.
Banks
1.71%2.87%1.71%
Tata Consultancy Services Ltd.
IT - Software
1.51%1.95%1.51%
ITC Ltd.
Diversified FMCG
1.31%2.19%1.31%
Bharti Airtel Ltd.
Telecom - Services
1.19%3.79%1.19%
Bharat Electronics Ltd.
Aerospace & Defense
1.46%1.15%1.15%
Shriram Finance Ltd.
Finance
1.10%1.09%1.09%
Kotak Mahindra Bank Ltd.
Banks
0.99%2.21%0.99%

Unique to HDFC NIFTY 100 Index

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

Unique to SBI Arbitrage Opportunities

  • JSW Steel Ltd.1.65%
  • Vedanta Ltd.1.53%
  • Vodafone Idea Ltd.1.21%

Sector Overlap Breakdown

Banks
14.4% (8)
Finance
3.5% (8)
Petroleum Products
2.7% (3)
IT - Software
2.1% (6)
Automobiles
2.0% (6)
Aerospace & Defense
1.7% (2)
Power
1.5% (6)
Ferrous Metals
1.4% (3)
Diversified FMCG
1.3% (2)
Cement & Cement Products
1.3% (3)
Retailing
1.3% (4)
Pharmaceuticals & Biotechnology
1.2% (5)
Telecom - Services
1.2% (1)
Consumer Durables
1.1% (3)
Construction
0.9% (1)
Diversified Metals
0.9% (1)
Transport Services
0.8% (1)
Transport Infrastructure
0.7% (1)
Non - Ferrous Metals
0.6% (2)
Insurance
0.6% (3)
Beverages
0.5% (2)
Healthcare Services
0.5% (2)
Realty
0.5% (2)
Consumable Fuels
0.4% (1)
Auto Components
0.4% (2)
Oil
0.4% (1)
Food Products
0.4% (2)
Agricultural Food & other Products
0.3% (1)
Leisure Services
0.3% (1)
Gas
0.3% (1)
Chemicals & Petrochemicals
0.3% (2)
Personal Products
0.1% (1)
Industrial Manufacturing
0.1% (1)
Electrical Equipment
0.1% (3)
Metals & Minerals Trading
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC NIFTY 100 Index

More comparisons for SBI Arbitrage Opportunities

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