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

Portfolio Overlap Analysis · HDFC vs HDFC

47.0%
High Overlap
32 common stocks · Rank #1431 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Hybrid-Equity Plan
HDFC · Equity - Other
Fund B
HDFC Hybrid Equity Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in HDFC Hybrid EquityOverlap
HDFC Bank Ltd.
Banks
7.04%6.25%6.25%
ICICI Bank Ltd.
Banks
6.78%5.66%5.66%
State Bank of India
Banks
4.64%3.53%3.53%
Reliance Industries Ltd.
Petroleum Products
4.21%3.27%3.27%
Axis Bank Ltd.
Banks
2.92%3.25%2.92%
Kotak Mahindra Bank Limited
Banks
2.62%2.68%2.62%
Infosys Limited
IT - Software
2.77%2.29%2.29%
Bharti Airtel Ltd.
Telecom - Services
2.12%2.21%2.12%
Larsen and Toubro Ltd.
Construction
2.87%1.88%1.88%
Maruti Suzuki India Limited
Automobiles
1.81%2.62%1.81%

Unique to HDFC Retirement Savings Fund -

  • Tata Consultancy Services Ltd.2.32%

Unique to HDFC Hybrid Equity

  • ITC LIMITED2.17%

Sector Overlap Breakdown

Banks
21.0% (5)
IT - Software
4.0% (3)
Petroleum Products
3.9% (2)
Automobiles
2.6% (2)
Construction
2.6% (3)
Telecom - Services
2.1% (1)
Pharmaceuticals & Biotechnology
1.7% (3)
Auto Components
1.7% (3)
Diversified FMCG
1.3% (1)
Consumer Durables
0.9% (1)
Insurance
0.8% (1)
Power
0.8% (1)
Beverages
0.7% (1)
Cement & Cement Products
0.7% (1)
Transport Services
0.6% (1)
Commercial Services & Supplies
0.6% (1)
Personal Products
0.6% (1)
Industrial Products
0.3% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Retirement Savings Fund -

More comparisons for HDFC Hybrid Equity

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