HDFC Retirement Savings Fund - Equity Plan vs NIPPON INDIA MULTI CAP FUND (Multi Cap Fund - An Open Ended Equity Scheme Investing Across Large Cap, Mid Cap, Small Cap Stocks)
Portfolio Overlap Analysis · HDFC vs Nippon
37.1%
Moderate Overlap
30 common stocks · Rank #3389 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Retirement Savings Fund - | Wt% in NIPPON INDIA MULTI CAP FUND (M | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 5.69% | 7.62% | 5.69% |
ICICI Bank Limited Banks | 4.37% | 6.31% | 4.37% |
Axis Bank Limited Banks | 3.85% | 4.75% | 3.85% |
Infosys Limited IT - Software | 2.54% | 2.98% | 2.54% |
Reliance Industries Limited Petroleum Products | 2.21% | 3.99% | 2.21% |
Larsen & Toubro Limited Construction | 1.93% | 2.45% | 1.93% |
State Bank of India Banks | 1.89% | 3.44% | 1.89% |
ITC Limited Diversified FMCG | 1.73% | 1.48% | 1.48% |
NTPC Limited Power | 2.24% | 1.37% | 1.37% |
Max Financial Services Limited Insurance | 2.48% | 1.30% | 1.30% |
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 MULTI CAP FUND (M
- GE Vernova T&D India Limited3.04%
- Linde India Limited2.02%
Sector Overlap Breakdown
Banks15.8% (4)
IT - Software3.4% (2)
Pharmaceuticals & Biotechnology2.8% (4)
Construction2.3% (3)
Petroleum Products2.2% (1)
Insurance1.8% (2)
Diversified FMCG1.5% (1)
Power1.4% (1)
Automobiles1.3% (2)
Transport Services1.3% (3)
Ferrous Metals0.8% (1)
Industrial Products0.7% (2)
Entertainment0.7% (1)
Consumer Durables0.5% (1)
Healthcare Services0.4% (1)
Leisure Services0.3% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC Retirement Savings Fund -
- vs HDFC Retirement Savings Fund -64.1% · 52 stocks
- vs HDFCTS57.2% · 32 stocks
- vs HDFC Hybrid Equity53.0% · 35 stocks
- vs HDFC Flexi Cap51.6% · 26 stocks
- vs SBI Nifty Index50.8% · 22 stocks
More comparisons for NIPPON INDIA MULTI CAP FUND (M
- vs NIPPON INDIA LARGE CAP54.2% · 47 stocks
- vs Nippon India Flexi Cap49.1% · 46 stocks
- vs NIPPON INDIA RETIREMENT FUND -44.9% · 43 stocks
- vs Nippon India ELSS Tax Saver44.5% · 34 stocks
- vs NIPPON INDIA BALANCED ADVANTAG43.5% · 42 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.