HDFC Retirement Savings Fund - Equity Plan vs HDFC Retirement Savings Fund - Hybrid-Equity Plan
Portfolio Overlap Analysis · HDFC vs HDFC
64.1%
High Overlap
52 common stocks · Rank #458 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Retirement Savings Fund - | Wt% in HDFC Retirement Savings Fund - | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.62% | 6.25% | 6.25% |
ICICI Bank Ltd. Banks | 6.31% | 5.66% | 5.66% |
State Bank of India Banks | 3.44% | 3.53% | 3.44% |
Reliance Industries Ltd. Petroleum Products | 3.99% | 3.27% | 3.27% |
Axis Bank Ltd. Banks | 4.75% | 3.25% | 3.25% |
Kotak Mahindra Bank Limited Banks | 3.39% | 2.68% | 2.68% |
Maruti Suzuki India Limited Automobiles | 3.19% | 2.62% | 2.62% |
Tata Consultancy Services Ltd. IT - Software | 2.64% | 2.32% | 2.32% |
Infosys Limited IT - Software | 2.98% | 2.29% | 2.29% |
Bharti Airtel Ltd. Telecom - Services | 2.69% | 2.21% | 2.21% |
Unique to HDFC Retirement Savings Fund -
All top holdings are shared with the other fund.
Unique to HDFC Retirement Savings Fund -
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks21.6% (6)
IT - Software6.7% (4)
Automobiles4.1% (2)
Petroleum Products3.9% (2)
Insurance3.2% (3)
Construction2.7% (3)
Power2.5% (2)
Pharmaceuticals & Biotechnology2.4% (3)
Telecom - Services2.2% (1)
Transport Services1.8% (3)
Consumer Durables1.3% (3)
Diversified FMCG1.3% (1)
Auto Components1.1% (2)
Healthcare Services1.1% (1)
Industrial Products1.1% (3)
Ferrous Metals0.9% (1)
Finance0.7% (1)
Beverages0.7% (1)
Cement & Cement Products0.7% (1)
Electrical Equipment0.6% (1)
Commercial Services & Supplies0.6% (1)
Personal Products0.6% (1)
Gas0.5% (1)
Entertainment0.5% (1)
Industrial Manufacturing0.4% (1)
Non - Ferrous Metals0.4% (1)
Paper, Forest & Jute Products0.3% (1)
IT - Services0.2% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC Retirement Savings Fund -
- vs HDFCTS57.2% · 32 stocks
- vs HDFC Hybrid Equity53.0% · 35 stocks
- vs HDFC Flexi Cap51.6% · 26 stocks
- vs SBI Nifty Index50.8% · 22 stocks
- vs SBI Nifty 50 ETF50.8% · 22 stocks
More comparisons for HDFC Retirement Savings Fund -
- vs HDFCTS48.0% · 30 stocks
- vs HDFC Hybrid Equity47.0% · 32 stocks
- vs HDFC Dividend Yield44.1% · 34 stocks
- vs NIPPON INDIA INDEX FUND - NIFT43.8% · 21 stocks
- vs NIPPON INDIA ETF NIFTY 50 BEES43.8% · 21 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.