HDFC NIFTY REALTY INDEX FUND vs TATA NIFTY REALTY INDEX FUND
HDFC vs Tata· Portfolio Overlap Analysis
100.0%High Overlap
10 common stocksRank #91 / 5,000
Investor takeaway: These funds overlap 100.0%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (10)
| Stock | Wt% in HDFC NIFTY REALTY INDEX | Wt% in TATA NIFTY REALTY INDEX | Overlap |
|---|---|---|---|
DLF LIMITED Realty | 20.11% | 20.16% | 20.11% |
The Phoenix Mills Limited Realty | 16.07% | 16.10% | 16.07% |
Lodha Developers Limited Realty | 14.43% | 14.47% | 14.43% |
Godrej Properties Ltd. Realty | 13.41% | 13.43% | 13.41% |
Prestige Estates Projects Ltd. Realty | 12.20% | 12.23% | 12.20% |
Oberoi Realty Ltd. Realty | 9.31% | 9.33% | 9.31% |
Brigade Enterprises Limited. Realty | 5.01% | 5.02% | 5.01% |
ANANT RAJ LIMITED Realty | 4.20% | 4.21% | 4.20% |
Sobha Ltd. Realty | 3.23% | 3.23% | 3.23% |
SIGNATUREGLOBAL (INDIA) LIMITED Realty | 2.01% | 2.02% | 2.01% |
Unique to HDFC NIFTY REALTY INDEX
All top holdings are shared with the other fund.
Unique to TATA NIFTY REALTY INDEX
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Realty100.0% (10)
More comparisons for HDFC NIFTY REALTY INDEX
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More comparisons for TATA NIFTY REALTY INDEX
- vs Motilal Oswal Nifty Realty ETF100.0% · 10 stocks
- vs IB50-Groww Nifty Realty ETF99.8% · 10 stocks
- vs Nippon India Nifty Realty99.7% · 10 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.