HDFC Nifty 50 Index Fund vs Parag Parikh Arbitrage Fund

Portfolio Overlap Analysis · HDFC vs PPFAS

40.9%
High Overlap
29 common stocks · Rank #2537 of 28,292 pairs
Fund A
HDFC Nifty 50 Index Fund
HDFC · Equity - Other
Fund B
Parag Parikh Arbitrage Fund
PPFAS · Arbitrage

Common Holdings (10)

StockWt% in HDFC Nifty 50 IndexWt% in Parag Parikh ArbitrageOverlap
HDFC Bank Limited
Banks
6.33%11.83%6.33%
ICICI Bank Limited
Banks
4.56%8.58%4.56%
Bharti Airtel Limited
Telecom - Services
3.57%4.56%3.57%
Axis Bank Limited
Banks
3.95%3.45%3.45%
Reliance Industries Limited
Petroleum Products
3.32%8.20%3.32%
Kotak Mahindra Bank Limited
Banks
3.62%2.66%2.66%
Mahindra & Mahindra Limited
Automobiles
2.82%2.64%2.64%
Eternal Limited
Retailing
2.46%1.54%1.54%
Tata Steel Limited
Ferrous Metals
2.39%1.53%1.53%
Bharat Electronics Limited
Aerospace & Defense
1.54%1.39%1.39%

Unique to HDFC Nifty 50 Index

  • Larsen and Toubro Ltd.4.38%
  • State Bank of India4.34%
  • Infosys Limited3.97%

Unique to Parag Parikh Arbitrage

  • Bharat Heavy Electricals Limited2.37%

Sector Overlap Breakdown

Banks
17.4% (5)
Telecom - Services
3.6% (1)
Petroleum Products
3.3% (1)
Finance
2.9% (4)
Automobiles
2.7% (2)
Cement & Cement Products
2.0% (2)
Ferrous Metals
1.9% (2)
Retailing
1.5% (1)
Aerospace & Defense
1.4% (1)
IT - Software
1.4% (2)
Consumer Durables
0.7% (1)
Non - Ferrous Metals
0.7% (1)
Oil
0.6% (1)
Diversified FMCG
0.5% (1)
Pharmaceuticals & Biotechnology
0.2% (1)
Agricultural Food & other Products
0.1% (1)
Insurance
0.1% (1)
Food Products
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Nifty 50 Index

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