HDFC Nifty 50 Index Fund vs SBI Equity Hybrid Fund

Portfolio Overlap Analysis · HDFC vs SBI

34.8%
Moderate Overlap
19 common stocks · Rank #4069 of 28,292 pairs
Fund A
HDFC Nifty 50 Index Fund
HDFC · Equity - Other
Fund B
SBI Equity Hybrid Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Nifty 50 IndexWt% in SBI Equity HybridOverlap
State Bank of India
Banks
4.82%4.34%4.34%
Bharti Airtel Ltd.
Telecom - Services
3.63%4.56%3.63%
HDFC Bank Ltd.
Banks
3.24%11.83%3.24%
ICICI Bank Ltd.
Banks
3.18%8.58%3.18%
Larsen & Toubro Ltd.
Construction
2.68%4.38%2.68%
Kotak Mahindra Bank Ltd.
Banks
3.53%2.66%2.66%
Bajaj Finance Ltd.
Finance
2.54%2.30%2.30%
Reliance Industries Ltd.
Petroleum Products
2.20%8.20%2.20%
Infosys Ltd.
IT - Software
1.89%3.97%1.89%
Tata Consultancy Services Ltd.
IT - Software
1.28%2.35%1.28%

Unique to HDFC Nifty 50 Index

  • Axis Bank Ltd.3.45%
  • Mahindra & Mahindra Ltd.2.64%

Unique to SBI Equity Hybrid

  • Solar Industries India Ltd.2.94%
  • MRF Ltd.2.91%
  • Muthoot Finance Ltd.2.85%
  • Hindalco Industries Ltd.2.58%

Sector Overlap Breakdown

Banks
13.4% (4)
Telecom - Services
3.6% (1)
IT - Software
3.2% (2)
Finance
2.8% (2)
Construction
2.7% (1)
Petroleum Products
2.2% (1)
Power
1.4% (2)
Non - Ferrous Metals
1.2% (1)
Transport Infrastructure
1.0% (1)
Transport Services
0.9% (1)
Consumer Durables
0.9% (1)
Consumable Fuels
0.8% (1)
Healthcare Services
0.7% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Nifty 50 Index

More comparisons for SBI Equity Hybrid

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