HDFC Nifty 50 Index Fund vs SBI Equity Savings Fund

Portfolio Overlap Analysis · HDFC vs SBI

39.8%
Moderate Overlap
38 common stocks · Rank #2744 of 28,292 pairs
Fund A
HDFC Nifty 50 Index Fund
HDFC · Equity - Other
Fund B
SBI Equity Savings Fund
SBI · Equity Savings

Common Holdings (10)

StockWt% in HDFC Nifty 50 IndexWt% in SBI Equity SavingsOverlap
HDFC Bank Ltd.
Banks
5.19%11.83%5.19%
Reliance Industries Ltd.
Petroleum Products
4.87%8.20%4.87%
ICICI Bank Ltd.
Banks
3.11%8.58%3.11%
State Bank of India
Banks
2.74%4.34%2.74%
Larsen & Toubro Ltd.
Construction
2.73%4.38%2.73%
Kotak Mahindra Bank Ltd.
Banks
4.23%2.66%2.66%
Axis Bank Ltd.
Banks
2.27%3.45%2.27%
Bharti Airtel Ltd.
Telecom - Services
2.06%4.56%2.06%
Infosys Ltd.
IT - Software
1.66%3.97%1.66%
Mahindra & Mahindra Ltd.
Automobiles
1.65%2.64%1.65%

Unique to HDFC Nifty 50 Index

All top holdings are shared with the other fund.

Unique to SBI Equity Savings

  • Brookfield India Real Estate Trust2.32%
  • Embassy Office Parks Reit2.30%
  • Bajaj Finserv Ltd.2.26%

Sector Overlap Breakdown

Banks
16.0% (5)
Petroleum Products
4.9% (1)
Construction
2.7% (1)
IT - Software
2.5% (3)
Automobiles
2.3% (2)
Telecom - Services
2.1% (1)
Ferrous Metals
2.0% (2)
Finance
1.6% (4)
Transport Services
0.9% (1)
Oil
0.9% (1)
Consumer Durables
0.9% (2)
Retailing
0.9% (2)
Non - Ferrous Metals
0.8% (1)
Diversified FMCG
0.4% (2)
Healthcare Services
0.3% (1)
Insurance
0.2% (2)
Pharmaceuticals & Biotechnology
0.2% (1)
Metals & Minerals Trading
0.1% (1)
Cement & Cement Products
0.1% (2)
Food Products
0.1% (1)
Power
0.0% (2)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Nifty 50 Index

More comparisons for SBI Equity Savings

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