HDFC Nifty500 Multicap 50.25.25 Index Fund vs Nippon India Multi Asset Allocation Fund

Portfolio Overlap Analysis · Nippon vs HDFC

36.1%
Moderate Overlap
82 common stocks · Rank #3686 of 28,282 pairs

Common Holdings (10)

StockWt% in HDFC Nifty500 Multicap 50.25.2Wt% in Nippon India Multi Asset AllocOverlap
ICICI Bank Limited
Banks
3.57%4.30%3.57%
HDFC Bank Limited
Banks
4.92%3.01%3.01%
Reliance Industries Limited
Petroleum Products
3.41%2.66%2.66%
State Bank of India
Banks
1.81%1.68%1.68%
Infosys Limited
IT - Software
1.65%2.36%1.65%
Axis Bank Limited
Banks
1.44%1.73%1.44%
Kotak Mahindra Bank Limited
Banks
1.11%1.54%1.11%
Bharti Airtel Limited
Telecom - Services
1.90%0.88%0.88%
Mahindra & Mahindra Limited
Automobiles
1.10%0.82%0.82%
Larsen & Toubro Limited
Construction
1.82%0.80%0.80%

Unique to HDFC Nifty500 Multicap 50.25.2

All top holdings are shared with the other fund.

Unique to Nippon India Multi Asset Alloc

  • NTPC Limited1.77%
  • Hindustan Aeronautics Limited1.52%
  • LG Electronics India Ltd1.40%

Sector Overlap Breakdown

Banks
11.4% (7)
Petroleum Products
2.9% (2)
IT - Software
2.4% (4)
Finance
2.1% (6)
Retailing
1.8% (6)
Automobiles
1.6% (4)
Power
1.2% (6)
Diversified FMCG
1.1% (2)
Pharmaceuticals & Biotechnology
0.9% (4)
Consumer Durables
0.9% (3)
Insurance
0.9% (3)
Telecom - Services
0.9% (1)
Construction
0.8% (1)
Cement & Cement Products
0.7% (3)
Transport Services
0.7% (2)
Industrial Products
0.6% (2)
Electrical Equipment
0.5% (3)
Diversified Metals
0.4% (1)
Auto Components
0.4% (2)
Oil
0.4% (1)
Beverages
0.4% (2)
Healthcare Services
0.3% (2)
Leisure Services
0.3% (3)
Capital Markets
0.3% (1)
Realty
0.3% (2)
Aerospace & Defense
0.3% (1)
Food Products
0.3% (1)
Chemicals & Petrochemicals
0.2% (1)
Financial Technology (Fintech)
0.2% (1)
Industrial Manufacturing
0.2% (2)
Fertilizers & Agrochemicals
0.2% (1)
Ferrous Metals
0.2% (1)
Gas
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.