HDFC Retirement Savings Fund - Equity Plan vs NIPPON INDIA INDEX FUND - NIFTY 50 PLAN

Portfolio Overlap Analysis · HDFC vs Nippon

50.8%
High Overlap
22 common stocks · Rank #980 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other
Fund B
NIPPON INDIA INDEX FUND - NIFTY 50 PLAN
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in NIPPON INDIA INDEX FUND - NIFTOverlap
HDFC Bank Limited
Banks
11.82%7.62%7.62%
ICICI Bank Limited
Banks
8.57%6.31%6.31%
Reliance Industries Limited
Petroleum Products
8.19%3.99%3.99%
Axis Bank Limited
Banks
3.45%4.75%3.45%
State Bank of India
Banks
4.34%3.44%3.44%
Infosys Limited
IT - Software
3.96%2.98%2.98%
Bharti Airtel Limited
Telecom - Services
4.56%2.69%2.69%
Kotak Mahindra Bank Limited
Banks
2.66%3.39%2.66%
Larsen & Toubro Limited
Construction
4.37%2.45%2.45%
Tata Consultancy Services Limited
IT - Software
2.34%2.64%2.34%

Unique to HDFC Retirement Savings Fund -

  • Maruti Suzuki India Limited3.19%

Unique to NIPPON INDIA INDEX FUND - NIFT

  • Mahindra & Mahindra Limited2.64%

Sector Overlap Breakdown

Banks
23.5% (5)
IT - Software
6.6% (3)
Petroleum Products
4.0% (1)
Automobiles
3.6% (3)
Telecom - Services
2.7% (1)
Power
2.5% (2)
Construction
2.5% (1)
Diversified FMCG
1.5% (1)
Ferrous Metals
1.1% (1)
Transport Services
0.8% (1)
Healthcare Services
0.7% (1)
Insurance
0.7% (1)
Pharmaceuticals & Biotechnology
0.7% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Retirement Savings Fund -

More comparisons for NIPPON INDIA INDEX FUND - NIFT

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