HDFC Retirement Savings Fund - Equity Plan vs Nippon India ELSS Tax Saver Fund

Portfolio Overlap Analysis · HDFC vs Nippon

39.9%
Moderate Overlap
19 common stocks · Rank #2722 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other
Fund B
Nippon India ELSS Tax Saver Fund
Nippon · ELSS

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in Nippon India ELSS Tax SaverOverlap
HDFC Bank Limited
Banks
6.65%7.62%6.65%
ICICI Bank Limited
Banks
7.65%6.31%6.31%
Axis Bank Limited
Banks
4.72%4.75%4.72%
State Bank of India
Banks
4.10%3.44%3.44%
Reliance Industries Limited
Petroleum Products
3.40%3.99%3.40%
Infosys Limited
IT - Software
3.30%2.98%2.98%
Larsen & Toubro Limited
Construction
1.43%2.45%1.43%
NTPC Limited
Power
3.57%1.37%1.37%
ICICI Lombard General Insurance Company Limited
Insurance
1.65%1.36%1.36%
ITC Limited
Diversified FMCG
1.31%1.48%1.31%

Unique to HDFC Retirement Savings Fund -

  • Kotak Mahindra Bank Limited3.39%
  • Maruti Suzuki India Limited3.19%
  • Bharti Airtel Ltd.2.69%
  • Tata Consultancy Services Ltd.2.64%

Unique to Nippon India ELSS Tax Saver

  • Samvardhana Motherson International Limited3.42%
  • TVS Holdings Limited2.87%
  • Power Finance Corporation Limited2.52%

Sector Overlap Breakdown

Banks
21.1% (4)
Petroleum Products
3.4% (1)
IT - Software
3.0% (1)
Insurance
2.7% (2)
Pharmaceuticals & Biotechnology
1.7% (2)
Construction
1.4% (1)
Power
1.4% (1)
Diversified FMCG
1.3% (1)
Beverages
1.0% (1)
Consumer Durables
0.9% (1)
Transport Services
0.8% (1)
Industrial Products
0.6% (1)
Entertainment
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.