HDFC Nifty500 Multicap 50.25.25 Index Fund vs NIPPON INDIA ARBITRAGE FUND

Portfolio Overlap Analysis · HDFC vs Nippon

44.5%
High Overlap
157 common stocks · Rank #1835 of 28,292 pairs
Fund B
NIPPON INDIA ARBITRAGE FUND
Nippon · Arbitrage

Common Holdings (10)

StockWt% in HDFC Nifty500 Multicap 50.25.2Wt% in NIPPON INDIA ARBITRAGEOverlap
HDFC Bank Limited
Banks
5.03%4.92%4.92%
ICICI Bank Limited
Banks
3.51%3.57%3.51%
Reliance Industries Limited
Petroleum Products
2.92%3.41%2.92%
Bharti Airtel Limited
Telecom - Services
2.60%1.90%1.90%
Axis Bank Limited
Banks
2.15%1.44%1.44%
Kotak Mahindra Bank Limited
Banks
1.18%1.11%1.11%
Mahindra & Mahindra Limited
Automobiles
1.49%1.10%1.10%
ITC Limited
Diversified FMCG
0.75%1.09%0.75%
Maruti Suzuki India Limited
Automobiles
1.06%0.71%0.71%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.03%0.67%0.67%

Unique to HDFC Nifty500 Multicap 50.25.2

  • Larsen and Toubro Ltd.1.82%
  • State Bank of India1.81%
  • Infosys Limited1.65%

Unique to NIPPON INDIA ARBITRAGE

  • Eternal Limited2.32%
  • JSW Steel Limited2.05%
  • Grasim Industries Limited1.78%
  • Jio Financial Services Limited1.47%

Sector Overlap Breakdown

Banks
12.9% (15)
Petroleum Products
3.1% (4)
Pharmaceuticals & Biotechnology
2.7% (11)
Finance
2.6% (14)
Automobiles
2.5% (6)
Telecom - Services
2.5% (3)
Consumer Durables
1.5% (10)
Ferrous Metals
1.3% (4)
Cement & Cement Products
1.1% (4)
Auto Components
1.1% (7)
Power
1.0% (7)
Insurance
0.9% (5)
IT - Software
0.9% (6)
Retailing
0.9% (4)
Diversified FMCG
0.8% (2)
Transport Services
0.7% (3)
Aerospace & Defense
0.7% (2)
Electrical Equipment
0.6% (6)
Industrial Products
0.6% (3)
Agricultural Food & other Products
0.5% (3)
Transport Infrastructure
0.5% (2)
Healthcare Services
0.5% (3)
Food Products
0.5% (2)
Financial Technology (Fintech)
0.4% (2)
Realty
0.4% (4)
Construction
0.4% (2)
Non - Ferrous Metals
0.4% (3)
Beverages
0.3% (2)
Oil
0.3% (1)
Gas
0.3% (2)
Fertilizers & Agrochemicals
0.2% (1)
Chemicals & Petrochemicals
0.2% (3)
Diversified Metals
0.2% (1)
Industrial Manufacturing
0.2% (2)
Minerals & Mining
0.2% (1)
Capital Markets
0.1% (3)
Personal Products
0.1% (1)
Consumable Fuels
0.0% (1)
Leisure Services
0.0% (1)
IT - Services
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Nifty500 Multicap 50.25.2

More comparisons for NIPPON INDIA ARBITRAGE

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