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

Portfolio Overlap Analysis · HDFC vs Nippon

41.4%
High Overlap
19 common stocks · Rank #2379 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other
Fund B
NIPPON INDIA VALUE FUND
Nippon · Value/Contra

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in NIPPON INDIA VALUEOverlap
HDFC Bank Limited
Banks
7.05%7.62%7.05%
Axis Bank Limited
Banks
3.58%4.75%3.58%
ICICI Bank Limited
Banks
3.52%6.31%3.52%
State Bank of India
Banks
4.34%3.44%3.44%
Kotak Mahindra Bank Limited
Banks
3.06%3.39%3.06%
Reliance Industries Limited
Petroleum Products
2.96%3.99%2.96%
Bharti Airtel Limited
Telecom - Services
2.66%2.69%2.66%
Larsen & Toubro Limited
Construction
2.98%2.45%2.45%
Maruti Suzuki India Limited
Automobiles
2.00%3.19%2.00%
Tata Consultancy Services Limited
IT - Software
1.96%2.64%1.96%

Unique to HDFC Retirement Savings Fund -

  • Infosys Limited2.98%

Unique to NIPPON INDIA VALUE

  • NTPC Limited4.20%
  • Oil & Natural Gas Corporation Limited4.19%
  • IndusInd Bank Limited3.81%

Sector Overlap Breakdown

Banks
21.0% (6)
IT - Software
3.9% (2)
Petroleum Products
3.0% (1)
Telecom - Services
2.7% (1)
Construction
2.5% (1)
Automobiles
2.0% (1)
Diversified FMCG
1.5% (1)
Power
1.4% (1)
Ferrous Metals
1.3% (1)
Insurance
0.9% (1)
Pharmaceuticals & Biotechnology
0.7% (1)
Auto Components
0.6% (1)
Industrial Products
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Retirement Savings Fund -

More comparisons for NIPPON INDIA VALUE

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