HDFC Nifty 50 Index Fund vs SBI Nifty 500 Index Fund

Portfolio Overlap Analysis · HDFC vs SBI

58.8%
High Overlap
50 common stocks · Rank #619 of 28,292 pairs
Fund A
HDFC Nifty 50 Index Fund
HDFC · Equity - Other
Fund B
SBI Nifty 500 Index Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Nifty 50 IndexWt% in SBI Nifty 500 IndexOverlap
HDFC Bank Ltd.
Banks
6.96%11.83%6.96%
ICICI Bank Ltd.
Banks
5.05%8.58%5.05%
Reliance Industries Ltd.
Petroleum Products
4.82%8.20%4.82%
Bharti Airtel Ltd.
Telecom - Services
2.68%4.56%2.68%
Larsen & Toubro Ltd.
Construction
2.58%4.38%2.58%
State Bank of India
Banks
2.56%4.34%2.56%
Infosys Ltd.
IT - Software
2.33%3.97%2.33%
Axis Bank Ltd.
Banks
2.03%3.45%2.03%
Kotak Mahindra Bank Ltd.
Banks
1.56%2.66%1.56%
Mahindra & Mahindra Ltd.
Automobiles
1.55%2.64%1.55%

Unique to HDFC Nifty 50 Index

All top holdings are shared with the other fund.

Unique to SBI Nifty 500 Index

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
18.2% (5)
IT - Software
5.2% (5)
Petroleum Products
4.8% (1)
Automobiles
4.1% (5)
Finance
3.1% (4)
Telecom - Services
2.7% (1)
Diversified FMCG
2.6% (2)
Construction
2.6% (1)
Pharmaceuticals & Biotechnology
1.7% (3)
Power
1.6% (2)
Ferrous Metals
1.5% (2)
Consumer Durables
1.5% (2)
Retailing
1.4% (2)
Cement & Cement Products
1.3% (2)
Insurance
0.9% (2)
Healthcare Services
0.8% (2)
Aerospace & Defense
0.8% (1)
Non - Ferrous Metals
0.7% (1)
Transport Infrastructure
0.6% (1)
Transport Services
0.6% (1)
Oil
0.6% (1)
Consumable Fuels
0.5% (1)
Food Products
0.5% (1)
Agricultural Food & other Products
0.4% (1)
Metals & Minerals Trading
0.3% (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.