HDFC Retirement Savings Fund - Hybrid-Equity Plan vs Nippon India ETF Nifty 100

Portfolio Overlap Analysis · HDFC vs Nippon

42.6%
High Overlap
25 common stocks · Rank #2133 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Hybrid-Equity Plan
HDFC · Equity - Other
Fund B
Nippon India ETF Nifty 100
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in Nippon India ETF Nifty 100Overlap
HDFC Bank Limited
Banks
9.83%6.25%6.25%
ICICI Bank Limited
Banks
7.13%5.66%5.66%
State Bank of India
Banks
3.61%3.53%3.53%
Reliance Industries Limited
Petroleum Products
6.81%3.27%3.27%
Axis Bank Limited
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 Limited
Telecom - Services
3.79%2.21%2.21%
Tata Consultancy Services Limited
IT - Software
1.95%2.32%1.95%
Larsen & Toubro Limited
Construction
3.64%1.88%1.88%

Unique to HDFC Retirement Savings Fund -

  • Maruti Suzuki India Limited2.62%

Unique to Nippon India ETF Nifty 100

  • Mahindra & Mahindra Limited2.20%

Sector Overlap Breakdown

Banks
20.5% (5)
IT - Software
5.5% (4)
Petroleum Products
3.3% (1)
Automobiles
2.2% (2)
Telecom - Services
2.2% (1)
Construction
1.9% (1)
Power
1.8% (2)
Insurance
1.6% (3)
Diversified FMCG
1.3% (1)
Ferrous Metals
0.9% (1)
Pharmaceuticals & Biotechnology
0.6% (1)
Personal Products
0.3% (1)
Beverages
0.3% (1)
Consumer Durables
0.3% (1)

Analysis

AI-generated comparative analysis coming soon.

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