HDFC Retirement Savings Fund - Equity Plan vs HDFC Hybrid Equity Fund

Portfolio Overlap Analysis · HDFC vs HDFC

53.0%
High Overlap
35 common stocks · Rank #829 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other
Fund B
HDFC Hybrid Equity Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in HDFC Hybrid EquityOverlap
HDFC Bank Ltd.
Banks
7.04%7.62%7.04%
ICICI Bank Ltd.
Banks
6.78%6.31%6.31%
Reliance Industries Ltd.
Petroleum Products
4.21%3.99%3.99%
State Bank of India
Banks
4.64%3.44%3.44%
Axis Bank Ltd.
Banks
2.92%4.75%2.92%
Infosys Limited
IT - Software
2.77%2.98%2.77%
Kotak Mahindra Bank Limited
Banks
2.62%3.39%2.62%
Larsen and Toubro Ltd.
Construction
2.87%2.45%2.45%
Bharti Airtel Ltd.
Telecom - Services
2.12%2.69%2.12%
Maruti Suzuki India Limited
Automobiles
1.81%3.19%1.81%

Unique to HDFC Retirement Savings Fund -

  • Tata Consultancy Services Ltd.2.64%

Unique to HDFC Hybrid Equity

  • ITC LIMITED2.17%

Sector Overlap Breakdown

Banks
22.3% (5)
Petroleum Products
5.0% (2)
IT - Software
4.6% (3)
Construction
3.5% (4)
Automobiles
3.4% (3)
Telecom - Services
2.1% (1)
Diversified FMCG
1.5% (1)
Pharmaceuticals & Biotechnology
1.3% (2)
Consumer Durables
1.3% (2)
Power
1.2% (1)
Insurance
1.1% (1)
Beverages
1.0% (1)
Cement & Cement Products
0.8% (1)
Commercial Services & Supplies
0.7% (1)
Industrial Products
0.7% (2)
Leisure Services
0.7% (2)
Personal Products
0.6% (1)
Transport Services
0.6% (1)
Auto Components
0.6% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Retirement Savings Fund -

More comparisons for HDFC Hybrid Equity

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