HDFC Retirement Savings Fund - Equity Plan vs SBI Large and Midcap Fund

Portfolio Overlap Analysis · HDFC vs SBI

29.2%
Moderate Overlap
19 common stocks · Rank #6155 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other
Fund B
SBI Large and Midcap Fund
SBI · Mid Cap

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in SBI Large and MidcapOverlap
HDFC Bank Ltd.
Banks
5.04%7.62%5.04%
State Bank of India
Banks
3.56%3.44%3.44%
Axis Bank Ltd.
Banks
3.28%4.75%3.28%
ICICI Bank Ltd.
Banks
2.95%6.31%2.95%
Reliance Industries Ltd.
Petroleum Products
2.73%3.99%2.73%
Jindal Steel Ltd.
Ferrous Metals
2.29%1.25%1.25%
Alkem Laboratories Ltd.
Pharmaceuticals & Biotechnology
2.15%1.21%1.21%
Infosys Ltd.
IT - Software
1.17%2.98%1.17%
Hindustan Petroleum Corporation Ltd.
Petroleum Products
1.06%1.07%1.06%
Tata Steel Ltd.
Ferrous Metals
1.10%1.06%1.06%

Unique to HDFC Retirement Savings Fund -

  • Kotak Mahindra Bank Limited3.39%
  • Maruti Suzuki India Limited3.19%
  • Bharti Airtel Ltd.2.69%
  • Tata Consultancy Services Ltd.2.64%

Unique to SBI Large and Midcap

  • Bharat Forge Ltd.3.20%
  • Ashok Leyland Ltd.3.05%
  • Tata Motors Ltd.2.61%
  • Colgate Palmolive (India) Ltd.2.42%
  • Asian Paints Ltd.2.36%

Sector Overlap Breakdown

Banks
14.7% (4)
Petroleum Products
3.8% (2)
Ferrous Metals
2.3% (2)
Pharmaceuticals & Biotechnology
2.1% (2)
IT - Software
1.2% (1)
Insurance
1.0% (1)
Cement & Cement Products
0.8% (1)
Auto Components
0.8% (1)
Transport Services
0.8% (1)
Personal Products
0.6% (1)
Industrial Products
0.5% (1)
Healthcare Services
0.5% (1)
Gas
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Retirement Savings Fund -

More comparisons for SBI Large and Midcap

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