HDFC Retirement Savings Fund - Equity Plan vs Parag Parikh Flexi Cap Fund

Portfolio Overlap Analysis · HDFC vs PPFAS

36.7%
Moderate Overlap
14 common stocks · Rank #3519 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other
Fund B
Parag Parikh Flexi Cap Fund
PPFAS · Flexi Cap

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in Parag Parikh Flexi CapOverlap
HDFC Bank Limited
Banks
7.73%7.62%7.62%
ICICI Bank Limited
Banks
5.07%6.31%5.07%
Axis Bank Limited
Banks
3.43%4.75%3.43%
Kotak Mahindra Bank Limited
Banks
3.81%3.39%3.39%
Maruti Suzuki India Limited
Automobiles
3.17%3.19%3.17%
Bharti Airtel Limited
Telecom - Services
2.96%2.69%2.69%
Power Grid Corporation of India Limited
Power
6.92%2.14%2.14%
Tata Consultancy Services Limited
IT - Software
2.04%2.64%2.04%
Infosys Limited
IT - Software
2.00%2.98%2.00%
HCL Technologies Limited
IT - Software
2.87%1.99%1.99%

Unique to HDFC Retirement Savings Fund -

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

Unique to Parag Parikh Flexi Cap

  • Coal India Limited5.18%
  • ITC Limited5.04%
  • Bajaj Holdings & Investment Limited4.85%
  • Alphabet Inc A3.99%
  • Mahindra & Mahindra Limited3.54%

Sector Overlap Breakdown

Banks
19.5% (4)
IT - Software
6.0% (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
0.5% (1)
Transport Services
0.2% (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.