HDFC NIFTY Top 20 Equal Weight Index Fund vs Mirae Asset Nifty Top 20 Equal Weight ETF

HDFC vs Mirae· Portfolio Overlap Analysis

100.0%High Overlap
20 common stocksRank #71 / 95,528

Analysis

HDFC NIFTY Top 20 Equal Weight Index Fund and Mirae Asset Nifty Top 20 Equal Weight ETF show 100.0% overlap, which is high in MFXray's current universe. This pair ranks #71 out of 95,528 analyzed combinations. The catch is that this is a cross-AMC pair, so changing fund houses here does not really change the portfolio underneath.

The overlap is being driven mainly by banks exposure, which alone contributes 27.4% of the shared book. The biggest common positions are State Bank of India, Axis Bank Ltd., and Titan Company Ltd.. Those names account for a large chunk of why the two funds move similarly.

HDFC NIFTY Top 20 Equal Weight Index Fund still keeps some identity through very little that stands apart in the top holdings, while Mirae Asset Nifty Top 20 Equal Weight ETF leans on very little that stands apart in the top holdings. That matters because the common core is doing most of the heavy lifting, and the unique sleeve around it is relatively small.

The practical takeaway is simple: holding both funds is likely giving you more duplication than diversification. This is the kind of pair that deserves a second look before you assume you are spreading risk.

Common Holdings (20)

StockWt% in HDFC NIFTY Top 20 Equal WeightWt% in Mirae Asset Nifty Top 20 EqualOverlap
State Bank of India
Banks
6.49%6.49%6.49%
Axis Bank Ltd.
Banks
5.88%5.88%5.88%
Titan Company Ltd.
Consumer Durables
5.66%5.65%5.65%
Tata Motors Passenger Vehicles Limited
Automobiles
5.57%5.57%5.57%
Larsen and Toubro Ltd.
Construction
5.52%5.51%5.51%
ICICI Bank Ltd.
Banks
5.33%5.33%5.33%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
5.27%5.27%5.27%
Hindustan Unilever Ltd.
Diversified FMCG
5.25%5.24%5.24%
Bajaj Finance Ltd.
Finance
5.20%5.20%5.20%
Kotak Mahindra Bank Limited
Banks
5.01%5.01%5.01%
Mahindra & Mahindra Ltd.
Automobiles
4.90%4.89%4.89%
HDFC Bank Ltd.
Banks
4.67%4.67%4.67%
Maruti Suzuki India Limited
Automobiles
4.67%4.66%4.66%
Reliance Industries Ltd.
Petroleum Products
4.67%4.66%4.66%
Bharti Airtel Ltd.
Telecom - Services
4.66%4.66%4.66%
Eternal Limited
Retailing
4.56%4.56%4.56%
HCL Technologies Ltd.
IT - Software
4.37%4.36%4.36%
Tata Consultancy Services Ltd.
IT - Software
4.20%4.20%4.20%
Infosys Limited
IT - Software
4.10%4.10%4.10%
ITC LIMITED
Diversified FMCG
4.05%4.05%4.05%

Unique to HDFC NIFTY Top 20 Equal Weight

All top holdings are shared with the other fund.

Unique to Mirae Asset Nifty Top 20 Equal

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
27.4% (5)
Automobiles
15.1% (3)
IT - Software
12.7% (3)
Diversified FMCG
9.3% (2)
Consumer Durables
5.7% (1)
Construction
5.5% (1)
Pharmaceuticals & Biotechnology
5.3% (1)
Finance
5.2% (1)
Petroleum Products
4.7% (1)
Telecom - Services
4.7% (1)
Retailing
4.6% (1)

More comparisons for HDFC NIFTY Top 20 Equal Weight

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