HDFC Small Cap Fund vs HDFC Retirement Savings Fund - Hybrid-Equity Plan

Portfolio Overlap Analysis · HDFC vs HDFC

13.7%
Low Overlap
26 common stocks · Rank #16421 of 28,292 pairs
Fund A
HDFC Small Cap Fund
HDFC · Small Cap
Fund B
HDFC Retirement Savings Fund - Hybrid-Equity Plan
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Small CapWt% in HDFC Retirement Savings Fund -Overlap
City Union Bank Ltd.
Banks
1.16%1.51%1.16%
Tata Steel Ltd.
Ferrous Metals
0.87%0.88%0.87%
Suprajit Engineering Ltd.
Auto Components
0.76%1.38%0.76%
Lumax Industries Ltd
Auto Components
1.06%0.75%0.75%
Blue Dart Express Ltd.
Transport Services
0.67%1.41%0.67%
Kalpataru Projects International Ltd
Construction
0.65%1.54%0.65%
Transport Corporation of India Ltd.
Transport Services
0.65%1.28%0.65%
Voltamp Transformers Ltd.
Electrical Equipment
0.59%0.94%0.59%
Redington Ltd.
Commercial Services & Supplies
0.58%1.02%0.58%
Godrej Consumer Products Ltd.
Personal Products
0.57%1.69%0.57%

Unique to HDFC Small Cap

  • Aster DM Healthcare Limited4.21%
  • Bank of Baroda4.03%
  • Firstsource Solutions Ltd.3.20%
  • eClerx Services Limited2.58%
  • Indian Bank2.56%
  • Gabriel India Ltd.2.48%
  • Eris Lifesciences Ltd2.40%
  • Fortis Healthcare Limited2.38%
  • Krishna Institute Of Medical Sciences Limited2.22%
  • Great Eastern Shipping Company Ltd.1.87%

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%
  • Maruti Suzuki India Limited2.62%
  • Tata Consultancy Services Ltd.2.32%
  • Infosys Limited2.29%
  • Bharti Airtel Ltd.2.21%

Sector Overlap Breakdown

Auto Components
3.2% (6)
Banks
1.6% (2)
Transport Services
1.3% (2)
Industrial Products
1.3% (3)
Ferrous Metals
0.9% (1)
IT - Software
0.8% (2)
Construction
0.8% (2)
Electrical Equipment
0.6% (1)
Commercial Services & Supplies
0.6% (1)
Personal Products
0.6% (1)
Entertainment
0.5% (1)
Capital Markets
0.5% (1)
Pharmaceuticals & Biotechnology
0.4% (1)
Industrial Manufacturing
0.4% (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.