HDFC Retirement Savings Fund - Equity Plan vs NIPPON INDIA QUANT FUND

Portfolio Overlap Analysis · HDFC vs Nippon

40.3%
High Overlap
16 common stocks · Rank #2657 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other
Fund B
NIPPON INDIA QUANT FUND
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in NIPPON INDIA QUANTOverlap
ICICI Bank Limited
Banks
7.35%6.31%6.31%
HDFC Bank Limited
Banks
5.92%7.62%5.92%
Reliance Industries Limited
Petroleum Products
5.95%3.99%3.99%
State Bank of India
Banks
6.09%3.44%3.44%
Infosys Limited
IT - Software
3.71%2.98%2.98%
Bharti Airtel Limited
Telecom - Services
3.68%2.69%2.69%
Larsen & Toubro Limited
Construction
5.51%2.45%2.45%
Maruti Suzuki India Limited
Automobiles
2.03%3.19%2.03%
Bajaj Auto Limited
Automobiles
1.88%1.93%1.88%
Eicher Motors Limited
Automobiles
2.14%1.72%1.72%

Unique to HDFC Retirement Savings Fund -

  • Axis Bank Ltd.4.75%
  • Kotak Mahindra Bank Limited3.39%
  • Tata Consultancy Services Ltd.2.64%

Unique to NIPPON INDIA QUANT

  • Bharat Electronics Limited3.76%
  • Mahindra & Mahindra Limited3.32%
  • NTPC Limited2.72%

Sector Overlap Breakdown

Banks
15.7% (3)
Automobiles
5.6% (3)
Petroleum Products
5.1% (2)
IT - Software
3.0% (1)
Telecom - Services
2.7% (1)
Construction
2.5% (1)
Power
2.4% (2)
Pharmaceuticals & Biotechnology
1.5% (1)
Ferrous Metals
1.1% (1)
Healthcare Services
0.8% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Retirement Savings Fund -

More comparisons for NIPPON INDIA QUANT

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