HDFC Retirement Savings Fund - Equity Plan vs Nippon India Nifty 500 Quality 50 Index Fund

Portfolio Overlap Analysis · HDFC vs Nippon

5.1%
Low Overlap
3 common stocks · Rank #28106 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other
Fund B
Nippon India Nifty 500 Quality 50 Index Fund
Nippon · Equity - Other

Common Holdings (3)

StockWt% in HDFC Retirement Savings Fund -Wt% in Nippon India Nifty 500 QualityOverlap
Tata Consultancy Services Limited
IT - Software
4.23%2.64%2.64%
Bajaj Auto Limited
Automobiles
3.92%1.93%1.93%
National Aluminium Company Limited
Non - Ferrous Metals
2.45%0.51%0.51%

Unique to HDFC Retirement Savings Fund -

  • HDFC Bank Ltd.7.62%
  • ICICI Bank Ltd.6.31%
  • Axis Bank Ltd.4.75%
  • Reliance Industries Ltd.3.99%
  • State Bank of India3.44%
  • Kotak Mahindra Bank Limited3.39%
  • Maruti Suzuki India Limited3.19%
  • Infosys Limited2.98%
  • Bharti Airtel Ltd.2.69%

Unique to Nippon India Nifty 500 Quality

  • Bharat Electronics Limited5.20%
  • Britannia Industries Limited4.37%
  • BSE Limited4.22%
  • Colgate Palmolive (India) Limited4.05%
  • Coal India Limited4.01%
  • HDFC Asset Management Company Limited3.21%
  • Suzlon Energy Limited3.00%
  • Marico Limited2.99%

Sector Overlap Breakdown

IT - Software
2.6% (1)
Automobiles
1.9% (1)
Non - Ferrous Metals
0.5% (1)

Analysis

AI-generated comparative analysis coming soon.

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