HDFC Nifty 50 Index Fund vs SBI Arbitrage Opportunities Fund

Portfolio Overlap Analysis · HDFC vs SBI

36.7%
Moderate Overlap
50 common stocks · Rank #3535 of 28,292 pairs
Fund A
HDFC Nifty 50 Index Fund
HDFC · Equity - Other
Fund B
SBI Arbitrage Opportunities Fund
SBI · Arbitrage

Common Holdings (10)

StockWt% in HDFC Nifty 50 IndexWt% in SBI Arbitrage OpportunitiesOverlap
HDFC Bank Ltd.
Banks
6.00%11.83%6.00%
ICICI Bank Ltd.
Banks
4.08%8.58%4.08%
Reliance Industries Ltd.
Petroleum Products
2.01%8.20%2.01%
Axis Bank Ltd.
Banks
1.71%3.45%1.71%
Tata Consultancy Services Ltd.
IT - Software
1.51%2.35%1.51%
Bharat Electronics Ltd.
Aerospace & Defense
1.46%1.39%1.39%
ITC Ltd.
Diversified FMCG
1.31%2.63%1.31%
Bharti Airtel Ltd.
Telecom - Services
1.19%4.56%1.19%
Shriram Finance Ltd.
Finance
1.10%1.32%1.10%
JSW Steel Ltd.
Ferrous Metals
1.65%1.03%1.03%

Unique to HDFC Nifty 50 Index

  • Larsen and Toubro Ltd.4.38%
  • State Bank of India4.34%
  • Infosys Limited3.97%
  • Kotak Mahindra Bank Limited2.66%
  • Mahindra & Mahindra Ltd.2.64%

Unique to SBI Arbitrage Opportunities

  • Vedanta Ltd.1.53%
  • Vodafone Idea Ltd.1.21%

Sector Overlap Breakdown

Banks
13.6% (5)
Finance
2.5% (4)
IT - Software
2.0% (5)
Petroleum Products
2.0% (1)
Ferrous Metals
1.6% (2)
Automobiles
1.6% (5)
Aerospace & Defense
1.4% (1)
Diversified FMCG
1.3% (2)
Retailing
1.2% (2)
Telecom - Services
1.2% (1)
Cement & Cement Products
1.2% (2)
Consumer Durables
1.0% (2)
Construction
0.9% (1)
Transport Services
0.8% (1)
Transport Infrastructure
0.7% (1)
Pharmaceuticals & Biotechnology
0.7% (3)
Power
0.6% (2)
Healthcare Services
0.5% (2)
Insurance
0.4% (2)
Consumable Fuels
0.4% (1)
Oil
0.4% (1)
Non - Ferrous Metals
0.4% (1)
Agricultural Food & other Products
0.3% (1)
Food Products
0.1% (1)
Metals & Minerals Trading
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.