HDFC Retirement Savings Fund - Equity Plan vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME

Portfolio Overlap Analysis · HDFC vs Nippon

40.3%
High Overlap
19 common stocks · Rank #2658 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other
Fund B
NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in NIPPON INDIA RETIREMENT FUND -Overlap
HDFC Bank Limited
Banks
7.08%7.62%7.08%
ICICI Bank Limited
Banks
7.59%6.31%6.31%
Reliance Industries Limited
Petroleum Products
4.56%3.99%3.99%
State Bank of India
Banks
3.99%3.44%3.44%
Axis Bank Limited
Banks
3.20%4.75%3.20%
Infosys Limited
IT - Software
2.86%2.98%2.86%
Bharti Airtel Limited
Telecom - Services
2.69%2.69%2.69%
Larsen & Toubro Limited
Construction
3.62%2.45%2.45%
NTPC Limited
Power
2.93%1.37%1.37%
Lupin Limited
Pharmaceuticals & Biotechnology
1.32%1.48%1.32%

Unique to HDFC Retirement Savings Fund -

  • Kotak Mahindra Bank Limited3.39%
  • Maruti Suzuki India Limited3.19%
  • Tata Consultancy Services Ltd.2.64%

Unique to NIPPON INDIA RETIREMENT FUND -

  • Bajaj Finance Limited2.86%

Sector Overlap Breakdown

Banks
20.0% (4)
Petroleum Products
4.0% (1)
IT - Software
2.9% (1)
Pharmaceuticals & Biotechnology
2.9% (3)
Telecom - Services
2.7% (1)
Construction
2.5% (1)
Transport Services
1.6% (2)
Power
1.4% (1)
Beverages
1.0% (1)
Healthcare Services
0.8% (1)
Entertainment
0.3% (1)
Insurance
0.2% (1)
IT - Services
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Retirement Savings Fund -

More comparisons for NIPPON INDIA RETIREMENT FUND -

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