HDFC Retirement Savings Fund - Equity Plan vs SBI MNC Fund

Portfolio Overlap Analysis · HDFC vs SBI

5.3%
Low Overlap
4 common stocks · Rank #27765 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other
Fund B
SBI MNC Fund
SBI · Equity - Other

Common Holdings (4)

StockWt% in HDFC Retirement Savings Fund -Wt% in SBI MNCOverlap
Maruti Suzuki India Ltd.
Automobiles
3.18%3.19%3.18%
Lupin Ltd.
Pharmaceuticals & Biotechnology
1.97%1.48%1.48%
Timken India Ltd.
Industrial Products
1.49%0.60%0.60%
Balkrishna Industries Ltd.
Auto Components
0.02%0.85%0.02%

Unique to HDFC Retirement Savings Fund -

  • HDFC Bank Ltd.7.62%
  • ICICI Bank Ltd.6.31%
  • Axis Bank Ltd.4.75%
  • Reliance Industries Ltd.3.99%
  • State Bank of India3.44%
  • Kotak Mahindra Bank Limited3.39%
  • Infosys Limited2.98%
  • Bharti Airtel Ltd.2.69%
  • Tata Consultancy Services Ltd.2.64%

Unique to SBI MNC

  • Vedanta Ltd.6.15%
  • Divi's Laboratories Ltd.5.27%
  • Britannia Industries Ltd.5.14%
  • Cummins India Ltd.4.19%
  • Hindustan Unilever Ltd.4.00%
  • Aether Industries Ltd.3.96%
  • Colgate Palmolive (India) Ltd.3.86%
  • Sona Blw Precision Forgings Ltd.3.29%
  • Bharat Forge Ltd.3.27%
  • ZF Commercial Vehicle Control Systems India Ltd.3.25%

Sector Overlap Breakdown

Automobiles
3.2% (1)
Pharmaceuticals & Biotechnology
1.5% (1)
Industrial Products
0.6% (1)
Auto Components
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Retirement Savings Fund -

More comparisons for SBI MNC

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