HDFC Retirement Savings Fund - Hybrid-Equity Plan vs HDFCTS

Portfolio Overlap Analysis · HDFC vs HDFC

48.0%
High Overlap
30 common stocks · Rank #1329 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Hybrid-Equity Plan
HDFC · Equity - Other
Fund B
HDFCTS
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in HDFCTSOverlap
HDFC Bank Ltd.
Banks
8.87%6.25%6.25%
ICICI Bank Ltd.
Banks
9.13%5.66%5.66%
State Bank of India
Banks
5.06%3.53%3.53%
Axis Bank Ltd.
Banks
7.38%3.25%3.25%
Reliance Industries Ltd.
Petroleum Products
2.79%3.27%2.79%
Kotak Mahindra Bank Limited
Banks
4.37%2.68%2.68%
Maruti Suzuki India Limited
Automobiles
4.92%2.62%2.62%
Bharti Airtel Ltd.
Telecom - Services
3.84%2.21%2.21%
Infosys Limited
IT - Software
1.96%2.29%1.96%
Power Grid Corporation of India Ltd.
Power
1.98%1.75%1.75%

Unique to HDFC Retirement Savings Fund -

  • Tata Consultancy Services Ltd.2.32%

Unique to HDFCTS

  • SBI Life Insurance Company Ltd.5.52%
  • Bajaj Auto Limited2.85%
  • HCL Technologies Ltd.2.80%

Sector Overlap Breakdown

Banks
21.4% (5)
Automobiles
4.2% (3)
IT - Software
3.6% (2)
Petroleum Products
2.8% (1)
Telecom - Services
2.2% (1)
Insurance
1.9% (2)
Power
1.8% (1)
Construction
1.6% (1)
Consumer Durables
1.6% (3)
Pharmaceuticals & Biotechnology
1.2% (2)
Diversified FMCG
1.1% (1)
Healthcare Services
1.0% (1)
Ferrous Metals
0.9% (1)
Beverages
0.7% (1)
Personal Products
0.5% (1)
Cement & Cement Products
0.5% (1)
Agricultural, Commercial & Construction Vehicles
0.5% (1)
Transport Services
0.3% (1)
IT - Services
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Retirement Savings Fund -

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