HDFC NIFTY 100 Index Fund vs SBI Equity Hybrid Fund

Portfolio Overlap Analysis · HDFC vs SBI

35.1%
Moderate Overlap
28 common stocks · Rank #3949 of 28,292 pairs
Fund A
HDFC NIFTY 100 Index Fund
HDFC · Equity - Other
Fund B
SBI Equity Hybrid Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC NIFTY 100 IndexWt% in SBI Equity HybridOverlap
Bharti Airtel Ltd.
Telecom - Services
3.63%3.79%3.63%
State Bank of India
Banks
4.82%3.61%3.61%
HDFC Bank Ltd.
Banks
3.24%9.82%3.24%
ICICI Bank Ltd.
Banks
3.18%7.13%3.18%
Larsen & Toubro Ltd.
Construction
2.68%3.63%2.68%
Kotak Mahindra Bank Ltd.
Banks
3.53%2.21%2.21%
Reliance Industries Ltd.
Petroleum Products
2.20%6.81%2.20%
Bajaj Finance Ltd.
Finance
2.54%1.91%1.91%
Infosys Ltd.
IT - Software
1.89%3.29%1.89%
Tata Consultancy Services Ltd.
IT - Software
1.28%1.95%1.28%

Unique to HDFC NIFTY 100 Index

  • Axis Bank Ltd.2.87%
  • ITC LIMITED2.19%

Unique to SBI Equity Hybrid

  • Solar Industries India Ltd.2.94%
  • MRF Ltd.2.91%
  • Muthoot Finance Ltd.2.85%
  • Hindalco Industries Ltd.2.58%

Sector Overlap Breakdown

Banks
12.2% (4)
Telecom - Services
3.6% (1)
IT - Software
3.2% (2)
Construction
2.7% (1)
Finance
2.4% (2)
Power
2.2% (5)
Petroleum Products
2.2% (1)
Non - Ferrous Metals
1.0% (1)
Transport Infrastructure
0.8% (1)
Transport Services
0.8% (1)
Consumer Durables
0.8% (1)
Consumable Fuels
0.7% (1)
Pharmaceuticals & Biotechnology
0.6% (1)
Healthcare Services
0.6% (1)
Retailing
0.4% (1)
Ferrous Metals
0.3% (1)
Cement & Cement Products
0.3% (1)
Chemicals & Petrochemicals
0.2% (1)
Beverages
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC NIFTY 100 Index

More comparisons for SBI Equity Hybrid

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