HDFC NIFTY 100 Index Fund vs SBI Nifty 500 Index Fund

Portfolio Overlap Analysis · HDFC vs SBI

70.7%
High Overlap
100 common stocks · Rank #351 of 28,292 pairs
Fund A
HDFC NIFTY 100 Index Fund
HDFC · Equity - Other
Fund B
SBI Nifty 500 Index Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC NIFTY 100 IndexWt% in SBI Nifty 500 IndexOverlap
HDFC Bank Ltd.
Banks
6.96%9.82%6.96%
ICICI Bank Ltd.
Banks
5.05%7.13%5.05%
Reliance Industries Ltd.
Petroleum Products
4.82%6.81%4.82%
Bharti Airtel Ltd.
Telecom - Services
2.68%3.79%2.68%
Larsen & Toubro Ltd.
Construction
2.58%3.63%2.58%
State Bank of India
Banks
2.56%3.61%2.56%
Infosys Ltd.
IT - Software
2.33%3.29%2.33%
Axis Bank Ltd.
Banks
2.03%2.87%2.03%
Kotak Mahindra Bank Ltd.
Banks
1.56%2.21%1.56%
ITC Ltd.
Diversified FMCG
1.55%2.19%1.55%

Unique to HDFC NIFTY 100 Index

All top holdings are shared with the other fund.

Unique to SBI Nifty 500 Index

  • Mahindra & Mahindra Ltd.1.55%

Sector Overlap Breakdown

Banks
19.0% (8)
Petroleum Products
5.6% (3)
IT - Software
5.4% (6)
Automobiles
4.7% (7)
Finance
4.4% (10)
Telecom - Services
2.7% (1)
Power
2.7% (7)
Diversified FMCG
2.6% (2)
Construction
2.6% (1)
Pharmaceuticals & Biotechnology
2.5% (6)
Retailing
1.9% (4)
Ferrous Metals
1.8% (3)
Cement & Cement Products
1.7% (4)
Consumer Durables
1.6% (3)
Aerospace & Defense
1.2% (2)
Insurance
1.2% (4)
Food Products
0.8% (2)
Healthcare Services
0.8% (2)
Non - Ferrous Metals
0.8% (2)
Electrical Equipment
0.7% (4)
Diversified Metals
0.6% (1)
Transport Infrastructure
0.6% (1)
Transport Services
0.6% (1)
Oil
0.6% (1)
Beverages
0.5% (2)
Consumable Fuels
0.5% (1)
Auto Components
0.5% (2)
Chemicals & Petrochemicals
0.4% (2)
Agricultural Food & other Products
0.4% (1)
Realty
0.3% (2)
Leisure Services
0.3% (1)
Metals & Minerals Trading
0.3% (1)
Personal Products
0.3% (1)
Gas
0.2% (1)
Industrial Manufacturing
0.1% (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.