HDFC Retirement Savings Fund - Hybrid-Debt Plan vs HDFC Retirement Savings Fund - Hybrid-Equity Plan

Portfolio Overlap Analysis · HDFC vs HDFC

26.8%
Moderate Overlap
37 common stocks · Rank #7175 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Hybrid-Debt Plan
HDFC · Equity - Other
Fund B
HDFC Retirement Savings Fund - Hybrid-Equity Plan
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in HDFC Retirement Savings Fund -Overlap
Reliance Industries Ltd.
Petroleum Products
5.78%3.27%3.27%
HDFC Bank Ltd.
Banks
2.43%6.25%2.43%
Tata Consultancy Services Ltd.
IT - Software
5.89%2.32%2.32%
ICICI Bank Ltd.
Banks
2.15%5.66%2.15%
Larsen and Toubro Ltd.
Construction
7.52%1.88%1.88%
State Bank of India
Banks
1.46%3.53%1.46%
Axis Bank Ltd.
Banks
1.12%3.25%1.12%
Bharti Airtel Ltd.
Telecom - Services
0.94%2.21%0.94%
Maruti Suzuki India Limited
Automobiles
0.93%2.62%0.93%
Infosys Limited
IT - Software
0.81%2.29%0.81%

Unique to HDFC Retirement Savings Fund -

All top holdings are shared with the other fund.

Unique to HDFC Retirement Savings Fund -

  • Kotak Mahindra Bank Limited2.68%

Sector Overlap Breakdown

Banks
7.7% (5)
Petroleum Products
3.5% (2)
IT - Software
3.5% (3)
Construction
2.3% (2)
Insurance
1.4% (2)
Auto Components
1.2% (4)
Automobiles
1.0% (2)
Telecom - Services
0.9% (1)
Industrial Products
0.6% (2)
Transport Services
0.6% (1)
Pharmaceuticals & Biotechnology
0.6% (2)
Power
0.6% (1)
Diversified FMCG
0.5% (1)
Gas
0.4% (1)
Healthcare Services
0.3% (1)
Fertilizers & Agrochemicals
0.3% (1)
Entertainment
0.3% (1)
Cement & Cement Products
0.3% (1)
Electrical Equipment
0.2% (1)
IT - Services
0.2% (1)
Beverages
0.2% (1)
Industrial Manufacturing
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Retirement Savings Fund -

More comparisons for HDFC Retirement Savings Fund -

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