HDFC Retirement Savings Fund - Hybrid-Debt Plan vs EQL15ETF
Portfolio Overlap Analysis · ICICI vs HDFC
28.9%
Moderate Overlap
11 common stocks · Rank #6291 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Retirement Savings Fund - | Wt% in EQL15ETF | Overlap |
|---|---|---|---|
Larsen and Toubro Ltd. Construction | 7.52% | 6.86% | 6.86% |
Tata Consultancy Services Ltd. IT - Software | 5.89% | 6.02% | 5.89% |
Reliance Industries Ltd. Petroleum Products | 5.78% | 6.47% | 5.78% |
HDFC Bank Ltd. Banks | 2.43% | 6.96% | 2.43% |
ICICI Bank Ltd. Banks | 2.15% | 7.10% | 2.15% |
State Bank of India Banks | 1.46% | 6.80% | 1.46% |
Axis Bank Ltd. Banks | 1.12% | 6.02% | 1.12% |
Bharti Airtel Ltd. Telecom - Services | 0.94% | 6.65% | 0.94% |
Maruti Suzuki India Limited Automobiles | 0.93% | 6.74% | 0.93% |
Infosys Limited IT - Software | 0.81% | 6.38% | 0.81% |
Unique to HDFC Retirement Savings Fund -
All top holdings are shared with the other fund.
Unique to EQL15ETF
- Hindustan Unilever Ltd.7.56%
- Mahindra & Mahindra Ltd.6.80%
- ITC Ltd.6.76%
- Bajaj Finance Ltd.6.49%
Sector Overlap Breakdown
Banks7.2% (4)
Construction6.9% (1)
IT - Software6.7% (2)
Petroleum Products5.8% (1)
Telecom - Services0.9% (1)
Automobiles0.9% (1)
Diversified FMCG0.5% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC Retirement Savings Fund -
- vs ICICI Prudential Nifty Top 15 28.8% · 11 stocks
- vs HDFC Retirement Savings Fund -26.8% · 37 stocks
- vs HDFC Retirement Savings Fund -26.1% · 30 stocks
- vs ICICI Prudential Value25.7% · 19 stocks
- vs HDFC NIFTY Top 20 Equal Weight24.7% · 11 stocks
More comparisons for EQL15ETF
- vs ICICI Prudential Nifty Top 15 99.3% · 15 stocks
- vs HDFC NIFTY Top 20 Equal Weight69.6% · 14 stocks
- vs SPICE61.9% · 15 stocks
- vs HDFC BSE Sensex Index61.4% · 14 stocks
- vs SBI BSE Sensex ETF61.4% · 14 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.