HDFC Retirement Savings Fund - Equity Plan vs HDFCTS

Portfolio Overlap Analysis · HDFC vs HDFC

57.2%
High Overlap
32 common stocks · Rank #671 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other
Fund B
HDFCTS
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in HDFCTSOverlap
HDFC Bank Ltd.
Banks
8.87%7.62%7.62%
ICICI Bank Ltd.
Banks
9.13%6.31%6.31%
Axis Bank Ltd.
Banks
7.38%4.75%4.75%
State Bank of India
Banks
5.06%3.44%3.44%
Kotak Mahindra Bank Limited
Banks
4.37%3.39%3.39%
Maruti Suzuki India Limited
Automobiles
4.92%3.19%3.19%
Reliance Industries Ltd.
Petroleum Products
2.79%3.99%2.79%
Bharti Airtel Ltd.
Telecom - Services
3.84%2.69%2.69%
HCL Technologies Ltd.
IT - Software
2.80%1.99%1.99%
Power Grid Corporation of India Ltd.
Power
1.98%2.14%1.98%

Unique to HDFC Retirement Savings Fund -

  • Infosys Limited2.98%
  • Tata Consultancy Services Ltd.2.64%

Unique to HDFCTS

  • SBI Life Insurance Company Ltd.5.52%
  • Bajaj Auto Limited2.85%

Sector Overlap Breakdown

Banks
25.5% (5)
Automobiles
6.8% (4)
IT - Software
4.0% (2)
Petroleum Products
2.8% (1)
Telecom - Services
2.7% (1)
Pharmaceuticals & Biotechnology
2.2% (3)
Power
2.0% (1)
Healthcare Services
1.8% (2)
Construction
1.6% (1)
Insurance
1.5% (2)
Diversified FMCG
1.1% (1)
Transport Services
1.1% (2)
Ferrous Metals
1.1% (1)
Consumer Durables
1.0% (2)
Beverages
0.8% (1)
Personal Products
0.5% (1)
Cement & Cement Products
0.5% (1)
IT - Services
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Retirement Savings Fund -

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