HDFC Nifty 50 Index Fund vs IB01-Groww Large Cap Fund
HDFC vs Groww· Portfolio Overlap Analysis
61.3%High Overlap
25 common stocksRank #4861 / 5,000
Investor takeaway: These funds overlap 61.3%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (25)
| Stock | Wt% in HDFC Nifty 50 Index | Wt% in IB01-Groww Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 8.58% | 8.30% | 8.30% |
HDFC Bank Ltd. Banks | 11.83% | 7.80% | 7.80% |
Larsen and Toubro Ltd. Construction | 4.38% | 6.74% | 4.38% |
State Bank of India Banks | 4.34% | 4.64% | 4.34% |
Reliance Industries Ltd. Petroleum Products | 8.20% | 4.31% | 4.31% |
Bharti Airtel Ltd. Telecom - Services | 4.56% | 4.13% | 4.13% |
Axis Bank Ltd. Banks | 3.45% | 2.61% | 2.61% |
Mahindra & Mahindra Ltd. Automobiles | 2.64% | 2.60% | 2.60% |
Kotak Mahindra Bank Limited Banks | 2.66% | 2.47% | 2.47% |
Bajaj Finance Ltd. Finance | 2.30% | 3.32% | 2.30% |
Infosys Limited IT - Software | 3.97% | 2.03% | 2.03% |
Maruti Suzuki India Limited Automobiles | 1.70% | 1.92% | 1.70% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.60% | 1.54% | 1.54% |
Eternal Limited Retailing | 1.54% | 2.04% | 1.54% |
Bharat Electronics Ltd. Aerospace & Defense | 1.39% | 2.35% | 1.39% |
UltraTech Cement Limited Cement & Cement Products | 1.31% | 2.48% | 1.31% |
Tata Steel Ltd. Ferrous Metals | 1.53% | 1.27% | 1.27% |
Hindustan Unilever Ltd. Diversified FMCG | 1.81% | 1.15% | 1.15% |
NTPC Limited Power | 1.58% | 1.07% | 1.07% |
Shriram Finance Ltd. Finance | 1.32% | 1.03% | 1.03% |
Bajaj Auto Limited Automobiles | 0.96% | 1.49% | 0.96% |
Eicher Motors Ltd. Automobiles | 0.96% | 1.88% | 0.96% |
Max Healthcare Institute Limited Healthcare Services | 0.71% | 0.93% | 0.71% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 0.70% | 1.48% | 0.70% |
Tata Motors Passenger Vehicles Limited Automobiles | 0.70% | 1.61% | 0.70% |
Unique to HDFC Nifty 50 Index
All top holdings are shared with the other fund.
Unique to IB01-Groww Large Cap
- Cummins India Limited3.39%
- Torrent Pharmaceuticals Limited2.61%
Sector Overlap Breakdown
Banks25.5% (5)
Automobiles6.9% (5)
Construction4.4% (1)
Petroleum Products4.3% (1)
Telecom - Services4.1% (1)
Finance3.3% (2)
IT - Software2.0% (1)
Pharmaceuticals & Biotechnology1.5% (1)
Retailing1.5% (1)
Healthcare Services1.4% (2)
Aerospace & Defense1.4% (1)
Cement & Cement Products1.3% (1)
Ferrous Metals1.3% (1)
Diversified FMCG1.1% (1)
Power1.1% (1)
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More comparisons for IB01-Groww Large Cap
- vs CANARA ROBECO LARGE CAP62.7% · 26 stocks
- vs Axis Large Cap62.6% · 26 stocks
- vs IB03-Groww Aggressive Hybrid62.0% · 32 stocks
- vs Baroda BNP Paribas Nifty 50 In61.4% · 25 stocks
- vs HDFC NIFTY 50 ETF61.3% · 25 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.