HDFC Retirement Savings Fund - Hybrid-Debt Plan vs SBI NIFTY 200 Quality 30 ETF
Portfolio Overlap Analysis · HDFC vs SBI
5.6%
Low Overlap
3 common stocks · Rank #27227 of 28,292 pairs
Common Holdings (3)
| Stock | Wt% in HDFC Retirement Savings Fund - | Wt% in SBI NIFTY 200 Quality 30 ETF | Overlap |
|---|---|---|---|
Tata Consultancy Services Ltd. IT - Software | 4.29% | 5.89% | 4.29% |
Infosys Ltd. IT - Software | 4.18% | 0.81% | 0.81% |
ITC Ltd. Diversified FMCG | 4.14% | 0.49% | 0.49% |
Unique to HDFC Retirement Savings Fund -
- Larsen and Toubro Ltd.7.52%
- Reliance Industries Ltd.5.78%
- HDFC Bank Ltd.2.43%
- ICICI Bank Ltd.2.15%
- State Bank of India1.46%
- Axis Bank Ltd.1.12%
- Bharti Airtel Ltd.0.94%
- Maruti Suzuki India Limited0.93%
Unique to SBI NIFTY 200 Quality 30 ETF
- Bharat Electronics Ltd.5.76%
- Nestle India Ltd.5.41%
- Hindustan Unilever Ltd.5.36%
- Britannia Industries Ltd.4.74%
- Colgate Palmolive (India) Ltd.4.49%
- Coal India Ltd.4.40%
- HCL Technologies Ltd.4.35%
- Bajaj Auto Ltd.4.19%
Sector Overlap Breakdown
IT - Software5.1% (2)
Diversified FMCG0.5% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC Retirement Savings Fund -
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- vs ICICI Prudential Value25.7% · 19 stocks
More comparisons for SBI NIFTY 200 Quality 30 ETF
- vs SBI Nifty200 Quality 30 Index99.9% · 30 stocks
- vs N200ETF88.7% · 28 stocks
- vs ICICI Prudential Nifty200 Qual88.5% · 28 stocks
- vs HDFCQ30ETF64.4% · 17 stocks
- vs HDFC Nifty100 Quality 30 Index64.4% · 17 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.