HDFC Nifty500 Multicap 50.25.25 Index Fund vs NIPPON INDIA ETF NIFTY 50 BEES

Portfolio Overlap Analysis · HDFC vs Nippon

41.6%
High Overlap
50 common stocks · Rank #2322 of 28,292 pairs
Fund B
NIPPON INDIA ETF NIFTY 50 BEES
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC Nifty500 Multicap 50.25.2Wt% in NIPPON INDIA ETF NIFTY 50 BEESOverlap
HDFC Bank Limited
Banks
11.82%4.92%4.92%
ICICI Bank Limited
Banks
8.57%3.57%3.57%
Reliance Industries Limited
Petroleum Products
8.19%3.41%3.41%
Bharti Airtel Limited
Telecom - Services
4.56%1.90%1.90%
Larsen & Toubro Limited
Construction
4.37%1.82%1.82%
State Bank of India
Banks
4.34%1.81%1.81%
Infosys Limited
IT - Software
3.96%1.65%1.65%
Axis Bank Limited
Banks
3.45%1.44%1.44%
Kotak Mahindra Bank Limited
Banks
2.66%1.11%1.11%
Mahindra & Mahindra Limited
Automobiles
2.64%1.10%1.10%

Unique to HDFC Nifty500 Multicap 50.25.2

All top holdings are shared with the other fund.

Unique to NIPPON INDIA ETF NIFTY 50 BEES

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
12.8% (5)
IT - Software
3.7% (5)
Petroleum Products
3.4% (1)
Automobiles
2.9% (5)
Finance
2.2% (4)
Telecom - Services
1.9% (1)
Diversified FMCG
1.8% (2)
Construction
1.8% (1)
Pharmaceuticals & Biotechnology
1.2% (3)
Power
1.1% (2)
Ferrous Metals
1.1% (2)
Consumer Durables
1.0% (2)
Retailing
0.9% (2)
Cement & Cement Products
0.9% (2)
Insurance
0.6% (2)
Aerospace & Defense
0.6% (1)
Healthcare Services
0.6% (2)
Non - Ferrous Metals
0.5% (1)
Transport Infrastructure
0.4% (1)
Transport Services
0.4% (1)
Oil
0.4% (1)
Consumable Fuels
0.3% (1)
Food Products
0.3% (1)
Agricultural Food & other Products
0.3% (1)
Metals & Minerals Trading
0.2% (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.