HDFC Nifty500 Multicap 50.25.25 Index Fund vs SBI RETIREMENT BENEFIT FUND - CONSERVATIVE HYBRID PLAN

Portfolio Overlap Analysis · HDFC vs SBI

23.0%
Moderate Overlap
46 common stocks · Rank #9100 of 28,292 pairs
Fund A
HDFC Nifty500 Multicap 50.25.25 Index Fund
HDFC · Multi Cap
Fund B
SBI RETIREMENT BENEFIT FUND - CONSERVATIVE HYBRID PLAN
SBI · Conservative Hybrid

Common Holdings (10)

StockWt% in HDFC Nifty500 Multicap 50.25.2Wt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Ltd.
Banks
3.17%4.92%3.17%
ICICI Bank Ltd.
Banks
2.33%3.57%2.33%
Reliance Industries Ltd.
Petroleum Products
2.23%3.41%2.23%
State Bank of India
Banks
1.83%1.81%1.81%
Larsen & Toubro Ltd.
Construction
1.76%1.82%1.76%
Axis Bank Ltd.
Banks
1.26%1.44%1.26%
Infosys Ltd.
IT - Software
1.20%1.65%1.20%
Kotak Mahindra Bank Ltd.
Banks
1.08%1.11%1.08%
Bajaj Finance Ltd.
Finance
0.96%0.96%0.96%
Maruti Suzuki India Ltd.
Automobiles
1.56%0.71%0.71%

Unique to HDFC Nifty500 Multicap 50.25.2

  • Bharti Airtel Ltd.1.90%
  • Mahindra & Mahindra Ltd.1.10%

Unique to SBI RETIREMENT BENEFIT FUND -

  • Ultratech Cement Ltd.1.34%

Sector Overlap Breakdown

Banks
9.7% (5)
Petroleum Products
2.2% (1)
Construction
1.8% (1)
Finance
1.4% (2)
IT - Software
1.4% (2)
Automobiles
1.0% (2)
Consumer Durables
0.8% (4)
Cement & Cement Products
0.6% (2)
Auto Components
0.5% (4)
Non - Ferrous Metals
0.5% (1)
Chemicals & Petrochemicals
0.5% (2)
Realty
0.4% (3)
Pharmaceuticals & Biotechnology
0.4% (2)
Industrial Products
0.4% (3)
Leisure Services
0.3% (2)
Retailing
0.2% (1)
Power
0.2% (1)
Electrical Equipment
0.2% (2)
Insurance
0.2% (1)
Healthcare Services
0.1% (1)
Textiles & Apparels
0.1% (1)
Agricultural Food & other Products
0.1% (1)
IT - Services
0.1% (1)
Industrial Manufacturing
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Nifty500 Multicap 50.25.2

More comparisons for SBI RETIREMENT BENEFIT FUND -

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