HDFC Retirement Savings Fund - Hybrid-Equity Plan vs NIPPON INDIA LARGE CAP FUND

Portfolio Overlap Analysis · HDFC vs Nippon

41.5%
High Overlap
22 common stocks · Rank #2339 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Hybrid-Equity Plan
HDFC · Equity - Other
Fund B
NIPPON INDIA LARGE CAP FUND
Nippon · Large Cap

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in NIPPON INDIA LARGE CAPOverlap
HDFC Bank Limited
Banks
8.82%6.25%6.25%
ICICI Bank Limited
Banks
7.02%5.66%5.66%
State Bank of India
Banks
3.99%3.53%3.53%
Reliance Industries Limited
Petroleum Products
5.30%3.27%3.27%
Axis Bank Limited
Banks
4.20%3.25%3.25%
Tata Consultancy Services Limited
IT - Software
2.41%2.32%2.32%
Maruti Suzuki India Limited
Automobiles
2.31%2.62%2.31%
Infosys Limited
IT - Software
2.94%2.29%2.29%
Kotak Mahindra Bank Limited
Banks
2.02%2.68%2.02%
Larsen & Toubro Limited
Construction
4.24%1.88%1.88%

Unique to HDFC Retirement Savings Fund -

  • Bharti Airtel Ltd.2.21%

Unique to NIPPON INDIA LARGE CAP

  • GE Vernova T&D India Limited2.82%
  • Bajaj Finance Limited2.80%
  • ITC Limited2.61%

Sector Overlap Breakdown

Banks
20.7% (5)
IT - Software
5.6% (3)
Petroleum Products
3.3% (1)
Insurance
2.9% (4)
Automobiles
2.3% (1)
Construction
1.9% (1)
Diversified FMCG
1.3% (1)
Ferrous Metals
0.9% (1)
Pharmaceuticals & Biotechnology
0.8% (1)
Power
0.8% (1)
Personal Products
0.5% (1)
Consumer Durables
0.5% (1)
Entertainment
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Retirement Savings Fund -

More comparisons for NIPPON INDIA LARGE CAP

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