HDFC Nifty LargeMidcap 250 Index Fund vs SBI RETIREMENT BENEFIT FUND - CONSERVATIVE HYBRID PLAN

Portfolio Overlap Analysis · HDFC vs SBI

24.1%
Moderate Overlap
38 common stocks · Rank #8511 of 28,292 pairs
Fund A
HDFC Nifty LargeMidcap 250 Index Fund
HDFC · Large & Mid Cap
Fund B
SBI RETIREMENT BENEFIT FUND - CONSERVATIVE HYBRID PLAN
SBI · Conservative Hybrid

Common Holdings (10)

StockWt% in HDFC Nifty LargeMidcap 250 IndWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Ltd.
Banks
3.17%4.88%3.17%
ICICI Bank Ltd.
Banks
2.33%3.54%2.33%
Reliance Industries Ltd.
Petroleum Products
2.23%3.38%2.23%
State Bank of India
Banks
1.83%1.79%1.79%
Larsen & Toubro Ltd.
Construction
1.76%1.81%1.76%
Axis Bank Ltd.
Banks
1.26%1.43%1.26%
Infosys Ltd.
IT - Software
1.20%1.64%1.20%
Kotak Mahindra Bank Ltd.
Banks
1.08%1.10%1.08%
Bajaj Finance Ltd.
Finance
0.96%0.95%0.95%
Maruti Suzuki India Ltd.
Automobiles
1.56%0.70%0.70%

Unique to HDFC Nifty LargeMidcap 250 Ind

  • Bharti Airtel Ltd.1.88%
  • Bombay Stock Exchange Limited (BSE)1.47%

Unique to SBI RETIREMENT BENEFIT FUND -

  • Ultratech Cement Ltd.1.34%

Sector Overlap Breakdown

Banks
9.6% (5)
Petroleum Products
2.2% (1)
Construction
1.8% (1)
Finance
1.4% (2)
IT - Software
1.4% (2)
Automobiles
1.0% (2)
Consumer Durables
1.0% (3)
Realty
0.7% (3)
Auto Components
0.7% (3)
Cement & Cement Products
0.5% (1)
Non - Ferrous Metals
0.5% (1)
Leisure Services
0.5% (2)
Pharmaceuticals & Biotechnology
0.5% (2)
Retailing
0.4% (1)
Power
0.4% (1)
Insurance
0.3% (1)
Electrical Equipment
0.3% (2)
Textiles & Apparels
0.3% (1)
Industrial Products
0.2% (1)
Chemicals & Petrochemicals
0.2% (1)
IT - Services
0.1% (1)
Industrial Manufacturing
0.1% (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.