HDFC Nifty 50 Index Fund vs SBI Infrastructure Fund

Portfolio Overlap Analysis · HDFC vs SBI

27.5%
Moderate Overlap
9 common stocks · Rank #6838 of 28,292 pairs
Fund A
HDFC Nifty 50 Index Fund
HDFC · Equity - Other
Fund B
SBI Infrastructure Fund
SBI · Sectoral - Infra

Common Holdings (9)

StockWt% in HDFC Nifty 50 IndexWt% in SBI InfrastructureOverlap
Reliance Industries Ltd.
Petroleum Products
9.00%8.20%8.20%
Bharti Airtel Ltd.
Telecom - Services
5.46%4.56%4.56%
Larsen & Toubro Ltd.
Construction
10.13%4.38%4.38%
State Bank of India
Banks
3.62%4.34%3.62%
HDFC Bank Ltd.
Banks
1.91%11.83%1.91%
NTPC Ltd.
Power
2.93%1.58%1.58%
Ultratech Cement Ltd.
Cement & Cement Products
3.27%1.31%1.31%
Adani Ports and Special Economic Zone Ltd.
Transport Infrastructure
3.93%0.98%0.98%
Oil & Natural Gas Corporation Ltd.
Oil
3.61%0.95%0.95%

Unique to HDFC Nifty 50 Index

  • ICICI Bank Ltd.8.58%
  • Infosys Limited3.97%
  • Axis Bank Ltd.3.45%
  • Kotak Mahindra Bank Limited2.66%
  • Mahindra & Mahindra Ltd.2.64%

Unique to SBI Infrastructure

  • Shree Cement Ltd.5.61%
  • Torrent Power Ltd.4.72%
  • Adani Energy Solutions Ltd.4.57%
  • Siemens Ltd.3.68%

Sector Overlap Breakdown

Petroleum Products
8.2% (1)
Banks
5.5% (2)
Telecom - Services
4.6% (1)
Construction
4.4% (1)
Power
1.6% (1)
Cement & Cement Products
1.3% (1)
Transport Infrastructure
1.0% (1)
Oil
0.9% (1)

Analysis

AI-generated comparative analysis coming soon.

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