HDFC Retirement Savings Fund - Hybrid-Equity Plan vs SBI Consumption Opportunities Fund
Portfolio Overlap Analysis · HDFC vs SBI
5.4%
Low Overlap
3 common stocks · Rank #27568 of 28,292 pairs
Common Holdings (3)
| Stock | Wt% in HDFC Retirement Savings Fund - | Wt% in SBI Consumption Opportunities | Overlap |
|---|---|---|---|
Maruti Suzuki India Ltd. Automobiles | 3.75% | 2.62% | 2.62% |
Bharti Airtel Ltd. Telecom - Services | 5.79% | 2.21% | 2.21% |
Godrej Consumer Products Ltd. Personal Products | 2.04% | 0.57% | 0.57% |
Unique to HDFC Retirement Savings Fund -
- HDFC Bank Ltd.6.25%
- ICICI Bank Ltd.5.66%
- State Bank of India3.53%
- Reliance Industries Ltd.3.27%
- Axis Bank Ltd.3.25%
- Kotak Mahindra Bank Limited2.68%
- Tata Consultancy Services Ltd.2.32%
- Infosys Limited2.29%
Unique to SBI Consumption Opportunities
- Asian Paints Ltd.4.63%
- Mahindra & Mahindra Ltd.4.58%
- Britannia Industries Ltd.4.50%
- Jubilant Foodworks Ltd.4.18%
- Eicher Motors Ltd.4.05%
- Titan Company Ltd.4.04%
- Hindustan Unilever Ltd.3.76%
- United Breweries Ltd.3.67%
Sector Overlap Breakdown
Automobiles2.6% (1)
Telecom - Services2.2% (1)
Personal Products0.6% (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 SBI Consumption Opportunities
- vs NIPPON INDIA CONSUMPTION43.6% · 20 stocks
- vs SBI Nifty Consumption ETF39.5% · 13 stocks
- vs SBI Nifty India Consumption In39.5% · 13 stocks
- vs HDFC Nifty India Consumption I39.5% · 13 stocks
- vs NIPPON INDIA ETF NIFTY INDIA C39.5% · 13 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.