HDFC NIFTY REALTY INDEX FUND vs Nippon India Nifty Realty

HDFC vs Nippon· Portfolio Overlap Analysis

99.7%High Overlap
10 common stocksRank #1180 / 5,000

Investor takeaway: These funds overlap 99.7%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (10)

StockWt% in HDFC NIFTY REALTY INDEXWt% in Nippon India Nifty RealtyOverlap
DLF LIMITED
Realty
20.11%20.05%20.05%
The Phoenix Mills Limited
Realty
16.07%16.02%16.02%
Lodha Developers Limited
Realty
14.43%14.39%14.39%
Godrej Properties Ltd.
Realty
13.41%13.37%13.37%
Prestige Estates Projects Ltd.
Realty
12.20%12.16%12.16%
Oberoi Realty Ltd.
Realty
9.31%9.28%9.28%
Brigade Enterprises Limited.
Realty
5.01%4.99%4.99%
ANANT RAJ LIMITED
Realty
4.20%4.19%4.19%
Sobha Ltd.
Realty
3.23%3.22%3.22%
SIGNATUREGLOBAL (INDIA) LIMITED
Realty
2.01%2.01%2.01%

Unique to HDFC NIFTY REALTY INDEX

All top holdings are shared with the other fund.

Unique to Nippon India Nifty Realty

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Realty
99.7% (10)

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