HDFC Retirement Savings Fund - Equity Plan vs HDFCN100ET
Portfolio Overlap Analysis · HDFC vs HDFC
49.7%
High Overlap
28 common stocks · Rank #1109 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Retirement Savings Fund - | Wt% in HDFCN100ET | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 9.84% | 7.62% | 7.62% |
ICICI Bank Ltd. Banks | 7.14% | 6.31% | 6.31% |
Reliance Industries Ltd. Petroleum Products | 6.82% | 3.99% | 3.99% |
State Bank of India Banks | 3.61% | 3.44% | 3.44% |
Infosys Limited IT - Software | 3.30% | 2.98% | 2.98% |
Axis Bank Ltd. Banks | 2.87% | 4.75% | 2.87% |
Bharti Airtel Ltd. Telecom - Services | 3.79% | 2.69% | 2.69% |
Larsen and Toubro Ltd. Construction | 3.64% | 2.45% | 2.45% |
Kotak Mahindra Bank Limited Banks | 2.21% | 3.39% | 2.21% |
Tata Consultancy Services Ltd. IT - Software | 1.95% | 2.64% | 1.95% |
Unique to HDFC Retirement Savings Fund -
- Maruti Suzuki India Limited3.19%
Unique to HDFCN100ET
- Mahindra & Mahindra Ltd.2.20%
Sector Overlap Breakdown
Banks22.4% (5)
IT - Software6.0% (3)
Petroleum Products4.0% (1)
Automobiles3.2% (4)
Telecom - Services2.7% (1)
Construction2.5% (1)
Power2.3% (2)
Diversified FMCG1.5% (1)
Ferrous Metals1.4% (2)
Insurance0.9% (2)
Transport Services0.8% (1)
Healthcare Services0.6% (1)
Pharmaceuticals & Biotechnology0.6% (1)
Personal Products0.4% (1)
Beverages0.3% (1)
Consumer Durables0.3% (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 HDFCN100ET
- vs Nippon India ETF Nifty 10099.9% · 100 stocks
- vs HDFC NIFTY 100 Index99.9% · 100 stocks
- vs Parag Parikh Large Cap99.8% · 100 stocks
- vs SBI BSE 100 ETF93.2% · 81 stocks
- vs CNX10089.0% · 93 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.