HDFC Nifty 50 Index Fund vs SBI Nifty100 Low Volatility 30 Index Fund

Portfolio Overlap Analysis · HDFC vs SBI

48.6%
High Overlap
25 common stocks · Rank #1260 of 28,292 pairs
Fund A
HDFC Nifty 50 Index Fund
HDFC · Equity - Other
Fund B
SBI Nifty100 Low Volatility 30 Index Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Nifty 50 IndexWt% in SBI Nifty100 Low Volatility 30Overlap
ICICI Bank Ltd.
Banks
4.41%8.58%4.41%
State Bank of India
Banks
4.82%4.34%4.34%
HDFC Bank Ltd.
Banks
4.01%11.83%4.01%
Larsen & Toubro Ltd.
Construction
3.46%4.38%3.46%
Reliance Industries Ltd.
Petroleum Products
3.19%8.20%3.19%
Bharti Airtel Ltd.
Telecom - Services
3.00%4.56%3.00%
Kotak Mahindra Bank Ltd.
Banks
2.97%2.66%2.66%
ITC Ltd.
Diversified FMCG
3.54%2.63%2.63%
Tata Consultancy Services Ltd.
IT - Software
2.82%2.35%2.35%
Infosys Ltd.
IT - Software
2.22%3.97%2.22%

Unique to HDFC Nifty 50 Index

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

Unique to SBI Nifty100 Low Volatility 30

  • Hindustan Unilever Ltd.3.91%
  • Apollo Hospitals Enterprise Ltd.3.73%
  • Nestle India Ltd.3.69%
  • Titan Company Ltd.3.66%
  • Britannia Industries Ltd.3.63%
  • Ultratech Cement Ltd.3.63%
  • SBI Life Insurance Co. Ltd.3.58%

Sector Overlap Breakdown

Banks
15.4% (4)
IT - Software
6.3% (4)
Diversified FMCG
4.4% (2)
Construction
3.5% (1)
Petroleum Products
3.2% (1)
Telecom - Services
3.0% (1)
Pharmaceuticals & Biotechnology
2.9% (3)
Automobiles
2.7% (2)
Consumer Durables
2.5% (2)
Cement & Cement Products
1.3% (1)
Finance
1.0% (1)
Food Products
0.8% (1)
Insurance
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 Nifty100 Low Volatility 30

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