HDFC Retirement Savings Fund - Hybrid-Equity Plan vs SBI Conservative Hybrid Fund

Portfolio Overlap Analysis · HDFC vs SBI

6.1%
Low Overlap
8 common stocks · Rank #26375 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Hybrid-Equity Plan
HDFC · Equity - Other
Fund B
SBI Conservative Hybrid Fund
SBI · Conservative Hybrid

Common Holdings (8)

StockWt% in HDFC Retirement Savings Fund -Wt% in SBI Conservative HybridOverlap
Axis Bank Ltd.
Banks
1.42%3.25%1.42%
Reliance Industries Ltd.
Petroleum Products
1.30%3.27%1.30%
HDFC Life Insurance Company Ltd.
Insurance
1.20%0.84%0.84%
Max Financial Services Ltd.
Insurance
0.73%1.22%0.73%
Gland Pharma Ltd.
Pharmaceuticals & Biotechnology
0.59%0.61%0.59%
Godrej Consumer Products Ltd.
Personal Products
0.49%0.57%0.49%
Escorts Kubota Ltd.
Agricultural, Commercial & Construction Vehicles
0.38%0.52%0.38%
Finolex Industries Ltd.
Industrial Products
0.46%0.33%0.33%

Unique to HDFC Retirement Savings Fund -

  • HDFC Bank Ltd.6.25%
  • ICICI Bank Ltd.5.66%
  • State Bank of India3.53%
  • Kotak Mahindra Bank Limited2.68%
  • Maruti Suzuki India Limited2.62%
  • Tata Consultancy Services Ltd.2.32%
  • Infosys Limited2.29%
  • Bharti Airtel Ltd.2.21%

Unique to SBI Conservative Hybrid

  • Asian Paints Ltd.1.79%
  • Kingfa Science & Technology India Ltd.1.57%
  • Biocon Ltd.1.50%
  • Bajaj Finserv Ltd.1.31%
  • Aether Industries Ltd.1.00%
  • Avanti Feeds Ltd.0.96%
  • Graphite India Ltd.0.84%

Sector Overlap Breakdown

Insurance
1.6% (2)
Banks
1.4% (1)
Petroleum Products
1.3% (1)
Pharmaceuticals & Biotechnology
0.6% (1)
Personal Products
0.5% (1)
Agricultural, Commercial & Construction Vehicles
0.4% (1)
Industrial Products
0.3% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Retirement Savings Fund -

More comparisons for SBI Conservative Hybrid

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