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

Portfolio Overlap Analysis · HDFC vs HDFC

26.1%
Moderate Overlap
30 common stocks · Rank #7436 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other
Fund B
HDFC Retirement Savings Fund - Hybrid-Debt Plan
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in HDFC Retirement Savings Fund -Overlap
Reliance Industries Ltd.
Petroleum Products
3.99%5.78%3.99%
Tata Consultancy Services Ltd.
IT - Software
2.64%5.89%2.64%
Larsen and Toubro Ltd.
Construction
2.45%7.52%2.45%
HDFC Bank Ltd.
Banks
7.62%2.43%2.43%
ICICI Bank Ltd.
Banks
6.31%2.15%2.15%
State Bank of India
Banks
3.44%1.46%1.46%
Axis Bank Ltd.
Banks
4.75%1.12%1.12%
Bharti Airtel Ltd.
Telecom - Services
2.69%0.94%0.94%
Maruti Suzuki India Limited
Automobiles
3.19%0.93%0.93%
Infosys Limited
IT - Software
2.98%0.81%0.81%

Unique to HDFC Retirement Savings Fund -

  • Kotak Mahindra Bank Limited3.39%

Unique to HDFC Retirement Savings Fund -

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
7.2% (4)
Petroleum Products
4.3% (2)
IT - Software
3.8% (3)
Construction
2.8% (2)
Telecom - Services
0.9% (1)
Automobiles
0.9% (1)
Transport Services
0.8% (2)
Pharmaceuticals & Biotechnology
0.8% (2)
Insurance
0.7% (1)
Power
0.6% (1)
Diversified FMCG
0.5% (1)
Gas
0.4% (1)
Auto Components
0.4% (1)
Healthcare Services
0.3% (1)
Entertainment
0.3% (1)
Industrial Products
0.3% (1)
Cement & Cement Products
0.3% (1)
Consumer Durables
0.2% (1)
Electrical Equipment
0.2% (1)
Beverages
0.2% (1)
Industrial Manufacturing
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Retirement Savings Fund -

More comparisons for HDFC Retirement Savings Fund -

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