HDFC Nifty 50 Index Fund vs PGIM INDIA LARGE CAP FUND
HDFC vs PGIM· Portfolio Overlap Analysis
63.1%High Overlap
28 common stocksRank #4312 / 5,000
Investor takeaway: These funds overlap 63.1%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (28)
| Stock | Wt% in HDFC Nifty 50 Index | Wt% in PGIM INDIA LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 11.83% | 8.93% | 8.93% |
ICICI Bank Ltd. Banks | 8.58% | 7.94% | 7.94% |
Reliance Industries Ltd. Petroleum Products | 8.20% | 6.64% | 6.64% |
Bharti Airtel Ltd. Telecom - Services | 4.56% | 4.72% | 4.56% |
Larsen and Toubro Ltd. Construction | 4.38% | 4.44% | 4.38% |
State Bank of India Banks | 4.34% | 2.91% | 2.91% |
Kotak Mahindra Bank Limited Banks | 2.66% | 2.94% | 2.66% |
Tata Consultancy Services Ltd. IT - Software | 2.35% | 2.56% | 2.35% |
Bajaj Finance Ltd. Finance | 2.30% | 2.94% | 2.30% |
Maruti Suzuki India Limited Automobiles | 1.70% | 1.86% | 1.70% |
Infosys Limited IT - Software | 3.97% | 1.68% | 1.68% |
Mahindra & Mahindra Ltd. Automobiles | 2.64% | 1.67% | 1.67% |
NTPC Limited Power | 1.58% | 2.13% | 1.58% |
Titan Company Ltd. Consumer Durables | 1.56% | 2.30% | 1.56% |
Eternal Limited Retailing | 1.54% | 2.26% | 1.54% |
UltraTech Cement Limited Cement & Cement Products | 1.31% | 2.04% | 1.31% |
JSW Steel Ltd. Ferrous Metals | 1.03% | 1.11% | 1.03% |
Eicher Motors Ltd. Automobiles | 0.96% | 1.43% | 0.96% |
Asian Paints Limited Consumer Durables | 0.94% | 0.99% | 0.94% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.60% | 0.91% | 0.91% |
Bharat Electronics Ltd. Aerospace & Defense | 1.39% | 0.77% | 0.77% |
ITC LIMITED Diversified FMCG | 2.63% | 0.75% | 0.75% |
Tech Mahindra Ltd. IT - Software | 0.75% | 1.21% | 0.75% |
Max Healthcare Institute Limited Healthcare Services | 0.71% | 1.06% | 0.71% |
Dr Reddys Laboratories Ltd. Pharmaceuticals & Biotechnology | 0.68% | 0.81% | 0.68% |
HDFC Life Insurance Company Limited Insurance | 0.67% | 0.74% | 0.67% |
Hindalco Industries Ltd. Non - Ferrous Metals | 1.17% | 0.65% | 0.65% |
Shriram Finance Ltd. Finance | 1.32% | 0.56% | 0.56% |
Unique to HDFC Nifty 50 Index
- Axis Bank Ltd.3.45%
Unique to PGIM INDIA LARGE CAP
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks22.4% (4)
Petroleum Products6.6% (1)
IT - Software4.8% (3)
Telecom - Services4.6% (1)
Construction4.4% (1)
Automobiles4.3% (3)
Finance2.9% (2)
Consumer Durables2.5% (2)
Pharmaceuticals & Biotechnology1.6% (2)
Power1.6% (1)
Retailing1.5% (1)
Cement & Cement Products1.3% (1)
Ferrous Metals1.0% (1)
Aerospace & Defense0.8% (1)
Diversified FMCG0.8% (1)
Healthcare Services0.7% (1)
Insurance0.7% (1)
Non - Ferrous Metals0.7% (1)
More comparisons for HDFC Nifty 50 Index
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- vs SBI Nifty Index100.0% · 50 stocks
- vs SBI Nifty 50 ETF100.0% · 50 stocks
More comparisons for PGIM INDIA LARGE CAP
- vs CANARA ROBECO LARGE CAP69.5% · 37 stocks
- vs Axis Large Cap65.5% · 35 stocks
- vs PGIM INDIA FLEXI CAP64.9% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In63.1% · 28 stocks
- vs HDFC NIFTY 50 ETF63.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.