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

Portfolio Overlap Analysis · HDFC vs SBI

5.3%
Low Overlap
5 common stocks · Rank #27700 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Hybrid-Equity Plan
HDFC · Equity - Other
Fund B
SBI Midcap Fund
SBI · Mid Cap

Common Holdings (5)

StockWt% in HDFC Retirement Savings Fund -Wt% in SBI MidcapOverlap
State Bank of India
Banks
2.34%3.53%2.34%
Max Financial Services Ltd.
Insurance
2.82%1.22%1.22%
ICICI Lombard General Insurance Company Ltd.
Insurance
2.22%1.12%1.12%
Hindustan Petroleum Corporation Ltd.
Petroleum Products
1.89%0.64%0.64%
Alkem Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.00%0.99%0.00%

Unique to HDFC Retirement Savings Fund -

  • HDFC Bank Ltd.6.25%
  • ICICI Bank Ltd.5.66%
  • Reliance Industries Ltd.3.27%
  • Axis Bank Ltd.3.25%
  • 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 Midcap

  • Torrent Power Ltd.3.92%
  • Bharat Heavy Electricals Ltd.3.43%
  • CRISIL Ltd.3.21%
  • Sundaram Finance Ltd.3.21%
  • Supreme Industries Ltd.3.07%
  • Mahindra & Mahindra Financial Services Ltd.3.07%
  • Bharat Forge Ltd.2.97%
  • AIA Engineering Ltd.2.81%
  • The Federal Bank Ltd.2.71%

Sector Overlap Breakdown

Insurance
2.3% (2)
Banks
2.3% (1)
Petroleum Products
0.6% (1)
Pharmaceuticals & Biotechnology
0.0% (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.