HDFC Retirement Savings Fund - Hybrid-Debt Plan vs NIPPON INDIA ETF NIFTY 50 BEES
Portfolio Overlap Analysis · HDFC vs Nippon
24.0%
Moderate Overlap
13 common stocks · Rank #8541 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Retirement Savings Fund - | Wt% in NIPPON INDIA ETF NIFTY 50 BEES | Overlap |
|---|---|---|---|
Reliance Industries Limited Petroleum Products | 8.19% | 5.78% | 5.78% |
Larsen & Toubro Limited Construction | 4.37% | 7.52% | 4.37% |
HDFC Bank Limited Banks | 11.82% | 2.43% | 2.43% |
Tata Consultancy Services Limited IT - Software | 2.34% | 5.89% | 2.34% |
ICICI Bank Limited Banks | 8.57% | 2.15% | 2.15% |
State Bank of India Banks | 4.34% | 1.46% | 1.46% |
Axis Bank Limited Banks | 3.45% | 1.12% | 1.12% |
Bharti Airtel Limited Telecom - Services | 4.56% | 0.94% | 0.94% |
Maruti Suzuki India Limited Automobiles | 1.70% | 0.93% | 0.93% |
Infosys Limited IT - Software | 3.96% | 0.81% | 0.81% |
Unique to HDFC Retirement Savings Fund -
All top holdings are shared with the other fund.
Unique to NIPPON INDIA ETF NIFTY 50 BEES
- Kotak Mahindra Bank Limited2.66%
- Mahindra & Mahindra Limited2.64%
Sector Overlap Breakdown
Banks7.2% (4)
Petroleum Products5.8% (1)
Construction4.4% (1)
IT - Software3.1% (2)
Telecom - Services0.9% (1)
Automobiles0.9% (1)
Insurance0.6% (1)
Power0.6% (1)
Diversified FMCG0.5% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC Retirement Savings Fund -
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More comparisons for NIPPON INDIA ETF NIFTY 50 BEES
- vs SBI Nifty Index99.9% · 50 stocks
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- vs HDFC Nifty 50 Index99.9% · 50 stocks
- vs NIPPON INDIA INDEX FUND - NIFT99.9% · 50 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.