HDFC Nifty 50 Index Fund vs HDFC NIFTY50 Equal weight Index Fund

Portfolio Overlap Analysis · HDFC vs HDFC

62.9%
High Overlap
50 common stocks · Rank #485 of 28,282 pairs
Fund A
HDFC Nifty 50 Index Fund
HDFC · Equity - Other
Fund B
HDFC NIFTY50 Equal weight Index Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Nifty 50 IndexWt% in HDFC NIFTY50 Equal weight IndeOverlap
State Bank of India
Banks
4.34%2.49%2.49%
Axis Bank Ltd.
Banks
3.45%2.26%2.26%
Larsen and Toubro Ltd.
Construction
4.38%2.12%2.12%
ICICI Bank Ltd.
Banks
8.58%2.05%2.05%
Bajaj Finance Ltd.
Finance
2.30%2.00%2.00%
Kotak Mahindra Bank Limited
Banks
2.66%1.92%1.92%
Mahindra & Mahindra Ltd.
Automobiles
2.64%1.88%1.88%
Hindustan Unilever Ltd.
Diversified FMCG
1.81%2.02%1.81%
Bharti Airtel Ltd.
Telecom - Services
4.56%1.79%1.79%
HDFC Bank Ltd.
Banks
11.83%1.79%1.79%

Unique to HDFC Nifty 50 Index

  • Reliance Industries Ltd.8.20%
  • Infosys Limited3.97%

Unique to HDFC NIFTY50 Equal weight Inde

  • Tata Steel Ltd.2.52%
  • Oil & Natural Gas Corporation Ltd.2.39%
  • NTPC Limited2.36%
  • JSW Steel Ltd.2.32%
  • Power Grid Corporation of India Ltd.2.26%
  • Shriram Finance Ltd.2.25%
  • Bharat Electronics Ltd.2.24%
  • Bajaj Auto Limited2.21%

Sector Overlap Breakdown

Banks
10.5% (5)
Automobiles
6.2% (5)
IT - Software
5.7% (5)
Finance
5.0% (4)
Diversified FMCG
3.4% (2)
Pharmaceuticals & Biotechnology
2.9% (3)
Power
2.8% (2)
Ferrous Metals
2.6% (2)
Consumer Durables
2.5% (2)
Retailing
2.3% (2)
Cement & Cement Products
2.2% (2)
Construction
2.1% (1)
Telecom - Services
1.8% (1)
Petroleum Products
1.8% (1)
Insurance
1.5% (2)
Healthcare Services
1.4% (2)
Aerospace & Defense
1.4% (1)
Non - Ferrous Metals
1.2% (1)
Transport Infrastructure
1.0% (1)
Oil
0.9% (1)
Transport Services
0.9% (1)
Consumable Fuels
0.8% (1)
Food Products
0.8% (1)
Agricultural Food & Other Products
0.7% (1)
Metals & Minerals Trading
0.5% (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.