HDFC Retirement Savings Fund - Equity Plan vs SBI Nifty Smallcap 250 Index Fund

Portfolio Overlap Analysis · HDFC vs SBI

10.2%
Low Overlap
22 common stocks · Rank #20247 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other
Fund B
SBI Nifty Smallcap 250 Index Fund
SBI · Small Cap

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in SBI Nifty Smallcap 250 IndexOverlap
Delhivery Ltd.
Transport Services
1.23%0.99%0.99%
Gland Pharma Ltd.
Pharmaceuticals & Biotechnology
0.76%0.91%0.76%
The Ramco Cements Ltd.
Cement & Cement Products
0.75%0.89%0.75%
Kalpataru Projects International Ltd.
Construction
0.74%0.78%0.74%
Redington Ltd.
Commercial Services & Supplies
0.87%0.72%0.72%
Timken India Ltd.
Industrial Products
0.65%0.60%0.60%
Dr. Lal Path labs Ltd.
Healthcare Services
0.57%1.40%0.57%
The Great Eastern Shipping Co. Ltd.
Transport Services
0.69%0.57%0.57%
Star Health & Allied Insurance Co. Ltd.
Insurance
0.57%0.50%0.50%
Gujarat State Petronet Ltd.
Gas
0.46%0.65%0.46%

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%
  • Maruti Suzuki India Limited3.19%
  • Infosys Limited2.98%
  • Bharti Airtel Ltd.2.69%
  • Tata Consultancy Services Ltd.2.64%

Unique to SBI Nifty Smallcap 250 Index

  • Multi Commodity Exchange of India Ltd.3.26%
  • Laurus Labs Ltd.2.19%
  • Karur Vysya Bank Ltd.1.61%
  • Navin Fluorine International Ltd.1.20%
  • Central Depository Services (I) Ltd.1.19%
  • Radico Khaitan Ltd.1.09%
  • City Union Bank Ltd.1.07%
  • RBL Bank Ltd.1.01%
  • Hindustan Copper Ltd.0.97%

Sector Overlap Breakdown

Transport Services
1.7% (3)
Industrial Products
1.2% (3)
Construction
0.9% (2)
Pharmaceuticals & Biotechnology
0.8% (1)
Cement & Cement Products
0.8% (1)
Commercial Services & Supplies
0.7% (1)
Healthcare Services
0.6% (1)
Insurance
0.5% (1)
Gas
0.5% (1)
Auto Components
0.4% (1)
Entertainment
0.4% (1)
Fertilizers & Agrochemicals
0.4% (1)
Finance
0.4% (1)
IT - Software
0.3% (1)
Leisure Services
0.3% (1)
Consumer Durables
0.2% (1)
IT - 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.