HDFC Retirement Savings Fund - Equity Plan vs NIPPON INDIA LARGE CAP FUND

Portfolio Overlap Analysis · HDFC vs Nippon

49.9%
High Overlap
25 common stocks · Rank #1089 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other
Fund B
NIPPON INDIA LARGE CAP FUND
Nippon · Large Cap

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in NIPPON INDIA LARGE CAPOverlap
HDFC Bank Limited
Banks
8.82%7.62%7.62%
ICICI Bank Limited
Banks
7.02%6.31%6.31%
Axis Bank Limited
Banks
4.20%4.75%4.20%
Reliance Industries Limited
Petroleum Products
5.30%3.99%3.99%
State Bank of India
Banks
3.99%3.44%3.44%
Infosys Limited
IT - Software
2.94%2.98%2.94%
Larsen & Toubro Limited
Construction
4.24%2.45%2.45%
Tata Consultancy Services Limited
IT - Software
2.41%2.64%2.41%
Maruti Suzuki India Limited
Automobiles
2.31%3.19%2.31%
Kotak Mahindra Bank Limited
Banks
2.02%3.39%2.02%

Unique to HDFC Retirement Savings Fund -

  • Bharti Airtel Ltd.2.69%

Unique to NIPPON INDIA LARGE CAP

  • GE Vernova T&D India Limited2.82%
  • Bajaj Finance Limited2.80%
  • ITC Limited2.61%

Sector Overlap Breakdown

Banks
23.6% (5)
IT - Software
6.3% (3)
Petroleum Products
4.0% (1)
Automobiles
3.0% (2)
Construction
2.5% (1)
Insurance
2.0% (3)
Pharmaceuticals & Biotechnology
1.9% (2)
Diversified FMCG
1.5% (1)
Power
1.4% (1)
Ferrous Metals
1.1% (1)
Transport Services
0.8% (1)
Leisure Services
0.7% (1)
Personal Products
0.5% (1)
Consumer Durables
0.5% (1)
Entertainment
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Retirement Savings Fund -

More comparisons for NIPPON INDIA LARGE CAP

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