HDFC Retirement Savings Fund - Hybrid-Debt Plan vs SBI Nifty Index Fund
Portfolio Overlap Analysis · HDFC vs SBI
24.0%
Moderate Overlap
13 common stocks · Rank #8514 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Retirement Savings Fund - | Wt% in SBI Nifty Index | Overlap |
|---|---|---|---|
Reliance Industries Ltd. Petroleum Products | 8.20% | 5.78% | 5.78% |
Larsen & Toubro Ltd. Construction | 4.38% | 7.52% | 4.38% |
HDFC Bank Ltd. Banks | 11.83% | 2.43% | 2.43% |
Tata Consultancy Services Ltd. IT - Software | 2.35% | 5.89% | 2.35% |
ICICI Bank Ltd. Banks | 8.58% | 2.15% | 2.15% |
State Bank of India Banks | 4.34% | 1.46% | 1.46% |
Axis Bank Ltd. Banks | 3.45% | 1.12% | 1.12% |
Bharti Airtel Ltd. Telecom - Services | 4.56% | 0.94% | 0.94% |
Maruti Suzuki India Ltd. Automobiles | 1.70% | 0.93% | 0.93% |
Infosys Ltd. IT - Software | 3.97% | 0.81% | 0.81% |
Unique to HDFC Retirement Savings Fund -
All top holdings are shared with the other fund.
Unique to SBI Nifty Index
- Kotak Mahindra Bank Ltd.2.66%
- Mahindra & Mahindra Ltd.2.64%
Sector Overlap Breakdown
Banks7.2% (4)
Petroleum Products5.8% (1)
Construction4.4% (1)
IT - Software3.2% (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 -
- vs EQL15ETF28.9% · 11 stocks
- 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
More comparisons for SBI Nifty Index
- vs SBI Nifty 50 ETF100.0% · 50 stocks
- vs HDFCNYEXTF100.0% · 50 stocks
- vs HDFC Nifty 50 Index100.0% · 50 stocks
- vs NIPPON INDIA ETF NIFTY 50 BEES99.9% · 50 stocks
- vs NIPPON INDIA INDEX FUND - NIFT99.9% · 50 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.