HDFC Retirement Savings Fund - Hybrid-Debt Plan vs SBI Nifty200 Quality 30 Index Fund
Portfolio Overlap Analysis · HDFC vs SBI
5.6%
Low Overlap
3 common stocks · Rank #27251 of 28,292 pairs
Common Holdings (3)
| Stock | Wt% in HDFC Retirement Savings Fund - | Wt% in SBI Nifty200 Quality 30 Index | Overlap |
|---|---|---|---|
Tata Consultancy Services Ltd. IT - Software | 4.28% | 5.89% | 4.28% |
Infosys Ltd. IT - Software | 4.18% | 0.81% | 0.81% |
ITC Ltd. Diversified FMCG | 4.13% | 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 Nifty200 Quality 30 Index
- Bharat Electronics Ltd.5.76%
- Nestle India Ltd.5.41%
- Hindustan Unilever Ltd.5.35%
- Britannia Industries Ltd.4.74%
- Colgate Palmolive (India) Ltd.4.49%
- Coal India Ltd.4.39%
- 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 -
- 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 Nifty200 Quality 30 Index
- vs SBI NIFTY 200 Quality 30 ETF99.9% · 30 stocks
- vs N200ETF88.6% · 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.