HDFC Nifty 50 Index Fund vs HDFC500ETF

Portfolio Overlap Analysis · HDFC vs HDFC

59.6%
High Overlap
50 common stocks · Rank #583 of 28,282 pairs
Fund A
HDFC Nifty 50 Index Fund
HDFC · Equity - Other
Fund B
HDFC500ETF
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Nifty 50 IndexWt% in HDFC500ETFOverlap
HDFC Bank Ltd.
Banks
11.83%7.01%7.01%
ICICI Bank Ltd.
Banks
8.58%5.11%5.11%
Reliance Industries Ltd.
Petroleum Products
8.20%4.90%4.90%
Bharti Airtel Ltd.
Telecom - Services
4.56%2.73%2.73%
Larsen and Toubro Ltd.
Construction
4.38%2.60%2.60%
State Bank of India
Banks
4.34%2.59%2.59%
Infosys Limited
IT - Software
3.97%2.41%2.41%
Axis Bank Ltd.
Banks
3.45%2.05%2.05%
Kotak Mahindra Bank Limited
Banks
2.66%1.59%1.59%
Mahindra & Mahindra Ltd.
Automobiles
2.64%1.58%1.58%

Unique to HDFC Nifty 50 Index

All top holdings are shared with the other fund.

Unique to HDFC500ETF

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
18.4% (5)
IT - Software
5.3% (5)
Petroleum Products
4.9% (1)
Automobiles
4.2% (5)
Finance
3.2% (4)
Telecom - Services
2.7% (1)
Diversified FMCG
2.6% (2)
Construction
2.6% (1)
Pharmaceuticals & Biotechnology
1.8% (3)
Power
1.6% (2)
Ferrous Metals
1.5% (2)
Consumer Durables
1.5% (2)
Retailing
1.3% (2)
Cement & Cement Products
1.3% (2)
Insurance
0.9% (2)
Healthcare Services
0.8% (2)
Aerospace & Defense
0.8% (1)
Non - Ferrous Metals
0.7% (1)
Transport Infrastructure
0.6% (1)
Oil
0.6% (1)
Transport Services
0.6% (1)
Consumable Fuels
0.5% (1)
Food Products
0.5% (1)
Agricultural Food & Other Products
0.4% (1)
Metals & Minerals Trading
0.3% (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.