HDFC NIFTY Next 50 Index Fund vs SBI Energy Opportunities Fund

Portfolio Overlap Analysis · HDFC vs SBI

15.1%
Low Overlap
9 common stocks · Rank #15156 of 28,292 pairs
Fund A
HDFC NIFTY Next 50 Index Fund
HDFC · Equity - Other
Fund B
SBI Energy Opportunities Fund
SBI · Sectoral - Energy

Common Holdings (9)

StockWt% in HDFC NIFTY Next 50 IndexWt% in SBI Energy OpportunitiesOverlap
Bharat Petroleum Corporation Ltd.
Petroleum Products
6.32%3.21%3.21%
Indian Oil Corporation Ltd.
Petroleum Products
6.14%3.01%3.01%
Power Finance Corporation Ltd.
Finance
1.98%2.59%1.98%
GAIL (India) Ltd.
Gas
6.78%1.97%1.97%
REC Ltd.
Finance
1.70%1.88%1.70%
Adani Energy Solutions Ltd.
Power
1.42%1.51%1.42%
JSW Energy Ltd.
Power
2.55%1.13%1.13%
Adani Power Ltd.
Power
0.35%2.38%0.35%
Siemens Ltd.
Electrical Equipment
0.31%1.30%0.31%

Unique to HDFC NIFTY Next 50 Index

  • Vedanta Ltd.5.24%
  • TVS Motor Company Ltd.3.91%
  • Divis Laboratories Ltd.3.50%
  • Hindustan Aeronautics Limited3.19%
  • Cholamandalam Investment & Finance Co. Ltd.3.15%
  • Britannia Industries Ltd.3.04%
  • The Tata Power Company Ltd.2.73%
  • Varun Beverages Ltd2.66%

Unique to SBI Energy Opportunities

  • Reliance Industries Ltd.8.29%
  • Gujarat State Petronet Ltd.5.92%
  • Kalpataru Projects International Ltd.5.58%
  • NTPC Ltd.4.82%
  • Petronet LNG Ltd.4.80%
  • Oil & Natural Gas Corporation Ltd.4.79%
  • HEG Ltd.4.36%

Sector Overlap Breakdown

Petroleum Products
6.2% (2)
Finance
3.7% (2)
Power
2.9% (3)
Gas
2.0% (1)
Electrical Equipment
0.3% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC NIFTY Next 50 Index

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