HDFC Retirement Savings Fund - Hybrid-Equity Plan vs HDFCN100ET
Portfolio Overlap Analysis · HDFC vs HDFC
42.6%
High Overlap
25 common stocks · Rank #2131 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Retirement Savings Fund - | Wt% in HDFCN100ET | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 9.84% | 6.25% | 6.25% |
ICICI Bank Ltd. Banks | 7.14% | 5.66% | 5.66% |
State Bank of India Banks | 3.61% | 3.53% | 3.53% |
Reliance Industries Ltd. Petroleum Products | 6.82% | 3.27% | 3.27% |
Axis Bank Ltd. Banks | 2.87% | 3.25% | 2.87% |
Infosys Limited IT - Software | 3.30% | 2.29% | 2.29% |
Kotak Mahindra Bank Limited Banks | 2.21% | 2.68% | 2.21% |
Bharti Airtel Ltd. Telecom - Services | 3.79% | 2.21% | 2.21% |
Tata Consultancy Services Ltd. IT - Software | 1.95% | 2.32% | 1.95% |
Larsen and Toubro Ltd. Construction | 3.64% | 1.88% | 1.88% |
Unique to HDFC Retirement Savings Fund -
- Maruti Suzuki India Limited2.62%
Unique to HDFCN100ET
- Mahindra & Mahindra Ltd.2.20%
Sector Overlap Breakdown
Banks20.5% (5)
IT - Software5.5% (4)
Petroleum Products3.3% (1)
Automobiles2.2% (2)
Telecom - Services2.2% (1)
Construction1.9% (1)
Power1.8% (2)
Insurance1.6% (3)
Diversified FMCG1.3% (1)
Ferrous Metals0.9% (1)
Pharmaceuticals & Biotechnology0.6% (1)
Personal Products0.4% (1)
Beverages0.3% (1)
Consumer Durables0.3% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC Retirement Savings Fund -
- vs HDFC Retirement Savings Fund -64.1% · 52 stocks
- vs HDFCTS48.0% · 30 stocks
- vs HDFC Hybrid Equity47.0% · 32 stocks
- vs HDFC Dividend Yield44.1% · 34 stocks
- vs NIPPON INDIA INDEX FUND - NIFT43.8% · 21 stocks
More comparisons for HDFCN100ET
- vs Nippon India ETF Nifty 10099.9% · 100 stocks
- vs HDFC NIFTY 100 Index99.9% · 100 stocks
- vs Parag Parikh Large Cap99.8% · 100 stocks
- vs SBI BSE 100 ETF93.2% · 81 stocks
- vs CNX10089.0% · 93 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.