HDFC Retirement Savings Fund - Equity Plan vs HDFC Small Cap Fund
Portfolio Overlap Analysis · HDFC vs HDFC
13.4%
Low Overlap
23 common stocks · Rank #16661 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Retirement Savings Fund - | Wt% in HDFC Small Cap | Overlap |
|---|---|---|---|
Transport Corporation of India Ltd. Transport Services | 0.98% | 1.28% | 0.98% |
Tata Steel Ltd. Ferrous Metals | 1.06% | 0.88% | 0.88% |
Voltamp Transformers Ltd. Electrical Equipment | 0.85% | 0.94% | 0.85% |
Blue Dart Express Ltd. Transport Services | 0.81% | 1.41% | 0.81% |
Kalpataru Projects International Ltd Construction | 0.78% | 1.54% | 0.78% |
Redington Ltd. Commercial Services & Supplies | 0.72% | 1.02% | 0.72% |
Chalet Hotels Ltd. Leisure Services | 0.69% | 1.30% | 0.69% |
PVR LIMITED Entertainment | 0.66% | 1.31% | 0.66% |
Zensar Technologies Ltd. IT - Software | 0.65% | 1.25% | 0.65% |
Godrej Consumer Products Ltd. Personal Products | 0.64% | 1.69% | 0.64% |
Unique to HDFC Retirement Savings Fund -
- HDFC Bank Ltd.7.62%
- ICICI Bank Ltd.6.31%
- Axis Bank Ltd.4.75%
- Reliance Industries Ltd.3.99%
- State Bank of India3.44%
- Kotak Mahindra Bank Limited3.39%
- Maruti Suzuki India Limited3.19%
- Infosys Limited2.98%
- Bharti Airtel Ltd.2.69%
- Tata Consultancy Services Ltd.2.64%
Unique to HDFC Small Cap
- Aster DM Healthcare Limited4.21%
- Bank of Baroda4.03%
- Firstsource Solutions Ltd.3.20%
- eClerx Services Limited2.58%
- Indian Bank2.56%
- Gabriel India Ltd.2.48%
- Eris Lifesciences Ltd2.40%
- Fortis Healthcare Limited2.38%
- Krishna Institute Of Medical Sciences Limited2.22%
- Great Eastern Shipping Company Ltd.1.87%
Sector Overlap Breakdown
Transport Services3.3% (5)
Construction1.3% (3)
Industrial Products1.0% (2)
Consumer Durables1.0% (2)
Ferrous Metals0.9% (1)
Electrical Equipment0.8% (1)
Commercial Services & Supplies0.7% (1)
Leisure Services0.7% (1)
Entertainment0.7% (1)
IT - Software0.7% (1)
Personal Products0.6% (1)
Fertilizers & Agrochemicals0.6% (1)
Industrial Manufacturing0.5% (1)
Auto Components0.4% (1)
Banks0.4% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC Retirement Savings Fund -
- vs HDFC Retirement Savings Fund -64.1% · 52 stocks
- 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
More comparisons for HDFC Small Cap
- vs HDFC Mid Cap14.1% · 16 stocks
- vs HDFC Retirement Savings Fund -13.7% · 26 stocks
- vs HDFC Hybrid Equity13.4% · 18 stocks
- vs HDFC Children's13.4% · 17 stocks
- vs HDFC Transportation and Logist12.9% · 11 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.