HDFC Retirement Savings Fund - Equity Plan vs Nippon India ETF Nifty 100

Portfolio Overlap Analysis · HDFC vs Nippon

49.7%
High Overlap
28 common stocks · Rank #1110 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other
Fund B
Nippon India ETF Nifty 100
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in Nippon India ETF Nifty 100Overlap
HDFC Bank Limited
Banks
9.83%7.62%7.62%
ICICI Bank Limited
Banks
7.13%6.31%6.31%
Reliance Industries Limited
Petroleum Products
6.81%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 Limited
Banks
2.87%4.75%2.87%
Bharti Airtel Limited
Telecom - Services
3.79%2.69%2.69%
Larsen & Toubro Limited
Construction
3.64%2.45%2.45%
Kotak Mahindra Bank Limited
Banks
2.21%3.39%2.21%
Tata Consultancy Services Limited
IT - Software
1.95%2.64%1.95%

Unique to HDFC Retirement Savings Fund -

  • Maruti Suzuki India Limited3.19%

Unique to Nippon India ETF Nifty 100

  • Mahindra & Mahindra Limited2.20%

Sector Overlap Breakdown

Banks
22.4% (5)
IT - Software
6.0% (3)
Petroleum Products
4.0% (1)
Automobiles
3.2% (4)
Telecom - Services
2.7% (1)
Construction
2.5% (1)
Power
2.3% (2)
Diversified FMCG
1.5% (1)
Ferrous Metals
1.4% (2)
Insurance
0.9% (2)
Transport Services
0.8% (1)
Healthcare Services
0.6% (1)
Pharmaceuticals & Biotechnology
0.6% (1)
Personal Products
0.3% (1)
Beverages
0.3% (1)
Consumer Durables
0.3% (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.