HDFC Transportation and Logistics Fund vs HDFCL30ETF

Portfolio Overlap Analysis · HDFC vs HDFC

6.2%
Low Overlap
2 common stocks · Rank #26122 of 28,282 pairs
Fund A
HDFC Transportation and Logistics Fund
HDFC · Sectoral - Transport
Fund B
HDFCL30ETF
HDFC · Equity - Other

Common Holdings (2)

StockWt% in HDFC Transportation and LogistWt% in HDFCL30ETFOverlap
Bosch Limited
Auto Components
6.63%3.13%3.13%
Maruti Suzuki India Limited
Automobiles
9.89%3.08%3.08%

Unique to HDFC Transportation and Logist

  • Eicher Motors Ltd.10.44%
  • Hyundai Motor India Limited6.16%
  • Hero MotoCorp Ltd.5.84%
  • Sona Blw Precision Forgings5.78%
  • Gabriel India Ltd.4.83%
  • Tata Motors Limited4.02%
  • Mahindra & Mahindra Ltd.3.86%
  • Apollo Tyres Ltd.2.84%

Unique to HDFCL30ETF

  • State Bank of India4.83%
  • ICICI Bank Ltd.4.42%
  • HDFC Bank Ltd.4.01%
  • Hindustan Unilever Ltd.3.91%
  • Apollo Hospitals Enterprise Ltd.3.73%
  • Nestle India Ltd.3.70%
  • Titan Company Ltd.3.66%
  • Britannia Industries Ltd.3.64%
  • UltraTech Cement Limited3.63%
  • SBI Life Insurance Company Ltd.3.59%

Sector Overlap Breakdown

Auto Components
3.1% (1)
Automobiles
3.1% (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.