HDFC Retirement Savings Fund - Equity Plan vs Parag Parikh ELSS Tax Saver Fund

Portfolio Overlap Analysis · HDFC vs PPFAS

37.9%
Moderate Overlap
14 common stocks · Rank #3218 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other
Fund B
Parag Parikh ELSS Tax Saver Fund
PPFAS · ELSS

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in Parag Parikh ELSS Tax SaverOverlap
HDFC Bank Limited
Banks
7.40%7.62%7.40%
ICICI Bank Limited
Banks
4.91%6.31%4.91%
Axis Bank Limited
Banks
3.87%4.75%3.87%
Kotak Mahindra Bank Limited
Banks
4.22%3.39%3.39%
Maruti Suzuki India Limited
Automobiles
4.13%3.19%3.19%
Infosys Limited
IT - Software
3.41%2.98%2.98%
Bharti Airtel Limited
Telecom - Services
3.44%2.69%2.69%
Power Grid Corporation of India Limited
Power
7.12%2.14%2.14%
HCL Technologies Limited
IT - Software
3.87%1.99%1.99%
Tata Consultancy Services Limited
IT - Software
1.98%2.64%1.98%

Unique to HDFC Retirement Savings Fund -

  • Reliance Industries Ltd.3.99%
  • State Bank of India3.44%

Unique to Parag Parikh ELSS Tax Saver

  • Bajaj Holdings & Investment Limited6.66%
  • Coal India Limited6.18%
  • Maharashtra Scooters Limited5.48%
  • ITC Limited5.11%

Sector Overlap Breakdown

Banks
19.6% (4)
IT - Software
7.0% (3)
Automobiles
3.2% (1)
Telecom - Services
2.7% (1)
Power
2.1% (1)
Diversified FMCG
1.5% (1)
Pharmaceuticals & Biotechnology
1.0% (1)
Auto Components
0.6% (1)
Transport Services
0.3% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Retirement Savings Fund -

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