HDFC Retirement Savings Fund - Equity Plan vs HDFCNYEXTF
Portfolio Overlap Analysis · HDFC vs HDFC
50.8%
High Overlap
22 common stocks · Rank #978 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Retirement Savings Fund - | Wt% in HDFCNYEXTF | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 11.83% | 7.62% | 7.62% |
ICICI Bank Ltd. Banks | 8.58% | 6.31% | 6.31% |
Reliance Industries Ltd. Petroleum Products | 8.20% | 3.99% | 3.99% |
Axis Bank Ltd. Banks | 3.45% | 4.75% | 3.45% |
State Bank of India Banks | 4.34% | 3.44% | 3.44% |
Infosys Limited IT - Software | 3.97% | 2.98% | 2.98% |
Bharti Airtel Ltd. Telecom - Services | 4.56% | 2.69% | 2.69% |
Kotak Mahindra Bank Limited Banks | 2.66% | 3.39% | 2.66% |
Larsen and Toubro Ltd. Construction | 4.38% | 2.45% | 2.45% |
Tata Consultancy Services Ltd. IT - Software | 2.35% | 2.64% | 2.35% |
Unique to HDFC Retirement Savings Fund -
- Maruti Suzuki India Limited3.19%
Unique to HDFCNYEXTF
- Mahindra & Mahindra Ltd.2.64%
Sector Overlap Breakdown
Banks23.5% (5)
IT - Software6.6% (3)
Petroleum Products4.0% (1)
Automobiles3.6% (3)
Telecom - Services2.7% (1)
Power2.5% (2)
Construction2.5% (1)
Diversified FMCG1.5% (1)
Ferrous Metals1.1% (1)
Transport Services0.8% (1)
Healthcare Services0.7% (1)
Insurance0.7% (1)
Pharmaceuticals & Biotechnology0.7% (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 HDFCNYEXTF
- vs SBI Nifty Index100.0% · 50 stocks
- vs SBI Nifty 50 ETF100.0% · 50 stocks
- vs HDFC Nifty 50 Index100.0% · 50 stocks
- vs NIPPON INDIA ETF NIFTY 50 BEES99.9% · 50 stocks
- vs NIPPON INDIA INDEX FUND - NIFT99.9% · 50 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.