HDFC NIFTY Top 20 Equal Weight Index Fund vs HDFC Retirement Savings Fund - Hybrid-Debt Plan

Portfolio Overlap Analysis · HDFC vs HDFC

24.7%
Moderate Overlap
11 common stocks · Rank #8175 of 28,292 pairs
Fund A
HDFC NIFTY Top 20 Equal Weight Index Fund
HDFC · Equity - Other
Fund B
HDFC Retirement Savings Fund - Hybrid-Debt Plan
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC NIFTY Top 20 Equal WeightWt% in HDFC Retirement Savings Fund -Overlap
Larsen and Toubro Ltd.
Construction
5.52%7.52%5.52%
Reliance Industries Ltd.
Petroleum Products
4.67%5.78%4.67%
Tata Consultancy Services Ltd.
IT - Software
4.20%5.89%4.20%
HDFC Bank Ltd.
Banks
4.67%2.43%2.43%
ICICI Bank Ltd.
Banks
5.33%2.15%2.15%
State Bank of India
Banks
6.49%1.46%1.46%
Axis Bank Ltd.
Banks
5.88%1.12%1.12%
Bharti Airtel Ltd.
Telecom - Services
4.66%0.94%0.94%
Maruti Suzuki India Limited
Automobiles
4.67%0.93%0.93%
Infosys Limited
IT - Software
4.10%0.81%0.81%

Unique to HDFC NIFTY Top 20 Equal Weight

  • Titan Company Ltd.5.66%
  • Tata Motors Passenger Vehicles Limited5.57%
  • Sun Pharmaceutical Industries Ltd.5.27%
  • Hindustan Unilever Ltd.5.25%
  • Bajaj Finance Ltd.5.20%
  • Kotak Mahindra Bank Limited5.01%

Unique to HDFC Retirement Savings Fund -

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
7.2% (4)
Construction
5.5% (1)
IT - Software
5.0% (2)
Petroleum Products
4.7% (1)
Telecom - Services
0.9% (1)
Automobiles
0.9% (1)
Diversified FMCG
0.5% (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.