HDFC Transportation and Logistics Fund vs HDFCG15ETF

Portfolio Overlap Analysis · HDFC vs HDFC

16.2%
Low Overlap
3 common stocks · Rank #14105 of 28,292 pairs
Fund A
HDFC Transportation and Logistics Fund
HDFC · Sectoral - Transport
Fund B
HDFCG15ETF
HDFC · Equity - Other

Common Holdings (3)

StockWt% in HDFC Transportation and LogistWt% in HDFCG15ETFOverlap
Maruti Suzuki India Limited
Automobiles
8.94%9.89%8.94%
Mahindra & Mahindra Ltd.
Automobiles
13.91%3.86%3.86%
Hero MotoCorp Ltd.
Automobiles
3.40%5.84%3.40%

Unique to HDFC Transportation and Logist

  • Eicher Motors Ltd.10.44%
  • Bosch Limited6.63%
  • Hyundai Motor India Limited6.16%
  • Sona Blw Precision Forgings5.78%
  • Gabriel India Ltd.4.83%
  • Tata Motors Limited4.02%
  • Apollo Tyres Ltd.2.84%

Unique to HDFCG15ETF

  • Infosys Limited12.84%
  • Tata Consultancy Services Ltd.12.35%
  • Hindustan Unilever Ltd.9.52%
  • Sun Pharmaceutical Industries Ltd.8.44%
  • Titan Company Ltd.8.19%
  • TVS Motor Company Ltd.4.17%
  • Divis Laboratories Ltd.3.74%
  • Apollo Hospitals Enterprise Ltd.3.69%

Sector Overlap Breakdown

Automobiles
16.2% (3)

Analysis

AI-generated comparative analysis coming soon.

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