HDFC Retirement Savings Fund - Hybrid-Equity Plan vs HDFCNYEXTF
Portfolio Overlap Analysis · HDFC vs HDFC
43.8%
High Overlap
21 common stocks · Rank #1952 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Retirement Savings Fund - | Wt% in HDFCNYEXTF | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 11.83% | 6.25% | 6.25% |
ICICI Bank Ltd. Banks | 8.58% | 5.66% | 5.66% |
State Bank of India Banks | 4.34% | 3.53% | 3.53% |
Reliance Industries Ltd. Petroleum Products | 8.20% | 3.27% | 3.27% |
Axis Bank Ltd. Banks | 3.45% | 3.25% | 3.25% |
Kotak Mahindra Bank Limited Banks | 2.66% | 2.68% | 2.66% |
Tata Consultancy Services Ltd. IT - Software | 2.35% | 2.32% | 2.32% |
Infosys Limited IT - Software | 3.97% | 2.29% | 2.29% |
Bharti Airtel Ltd. Telecom - Services | 4.56% | 2.21% | 2.21% |
Larsen and Toubro Ltd. Construction | 4.38% | 1.88% | 1.88% |
Unique to HDFC Retirement Savings Fund -
- Maruti Suzuki India Limited2.62%
Unique to HDFCNYEXTF
- Mahindra & Mahindra Ltd.2.64%
Sector Overlap Breakdown
Banks21.4% (5)
IT - Software6.1% (4)
Petroleum Products3.3% (1)
Automobiles2.7% (2)
Telecom - Services2.2% (1)
Power2.0% (2)
Construction1.9% (1)
Insurance1.5% (2)
Diversified FMCG1.3% (1)
Ferrous Metals0.9% (1)
Pharmaceuticals & Biotechnology0.7% (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 HDFCNYEXTF
- vs SBI Nifty Index100.0% · 50 stocks
- vs SBI Nifty 50 ETF100.0% · 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.