HDFC Retirement Savings Fund - Equity Plan vs Nippon India Nifty Smallcap 250 Index Fund

Portfolio Overlap Analysis · HDFC vs Nippon

10.2%
Low Overlap
22 common stocks · Rank #20244 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other
Fund B
Nippon India Nifty Smallcap 250 Index Fund
Nippon · Small Cap

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in Nippon India Nifty Smallcap 25Overlap
Delhivery Limited
Transport Services
1.23%0.99%0.99%
Gland Pharma Limited
Pharmaceuticals & Biotechnology
0.76%0.91%0.76%
The Ramco Cements Limited
Cement & Cement Products
0.75%0.89%0.75%
Kalpataru Projects International Limited
Construction
0.74%0.78%0.74%
Redington Limited
Commercial Services & Supplies
0.87%0.72%0.72%
Timken India Limited
Industrial Products
0.65%0.60%0.60%
Dr. Lal Path Labs Limited
Healthcare Services
0.57%1.40%0.57%
The Great Eastern Shipping Company Limited
Transport Services
0.69%0.57%0.57%
Star Health And Allied Insurance Company Limited
Insurance
0.57%0.50%0.50%
Gujarat State Petronet Limited
Gas
0.46%0.65%0.46%

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%
  • Tata Consultancy Services Ltd.2.64%

Unique to Nippon India Nifty Smallcap 25

  • Multi Commodity Exchange of India Limited3.26%
  • Laurus Labs Limited2.18%
  • Karur Vysya Bank Limited1.61%
  • Navin Fluorine International Limited1.20%
  • Central Depository Services (India) Limited1.18%
  • Radico Khaitan Limited1.08%
  • City Union Bank Limited1.07%
  • RBL Bank Limited1.01%
  • Hindustan Copper Limited0.97%

Sector Overlap Breakdown

Transport Services
1.7% (3)
Industrial Products
1.2% (3)
Construction
0.9% (2)
Pharmaceuticals & Biotechnology
0.8% (1)
Cement & Cement Products
0.8% (1)
Commercial Services & Supplies
0.7% (1)
Healthcare Services
0.6% (1)
Insurance
0.5% (1)
Gas
0.5% (1)
Auto Components
0.4% (1)
Entertainment
0.4% (1)
Fertilizers & Agrochemicals
0.4% (1)
Finance
0.4% (1)
IT - Software
0.3% (1)
Leisure Services
0.3% (1)
Consumer Durables
0.2% (1)
IT - Services
0.2% (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.