HDFC Transportation and Logistics Fund vs Nippon India Nifty India Manufacturing Index Fund

Portfolio Overlap Analysis · HDFC vs Nippon

16.1%
Low Overlap
10 common stocks · Rank #14182 of 28,292 pairs
Fund A
HDFC Transportation and Logistics Fund
HDFC · Sectoral - Transport
Fund B
Nippon India Nifty India Manufacturing Index Fund
Nippon · Sectoral - Manufacturing

Common Holdings (10)

StockWt% in HDFC Transportation and LogistWt% in Nippon India Nifty India ManufOverlap
Maruti Suzuki India Limited
Automobiles
4.32%9.89%4.32%
Mahindra & Mahindra Limited
Automobiles
4.52%3.86%3.86%
Eicher Motors Limited
Automobiles
2.85%10.44%2.85%
Bharat Forge Limited
Auto Components
1.32%2.72%1.32%
Bosch Limited
Auto Components
0.82%6.63%0.82%
Hyundai Motor India Ltd
Automobiles
0.80%6.16%0.80%
MRF Limited
Auto Components
0.74%2.83%0.74%
Sona BLW Precision Forgings Limited
Auto Components
0.62%5.78%0.62%
Balkrishna Industries Limited
Auto Components
0.49%2.77%0.49%
Escorts Kubota Limited
Agricultural, Commercial & Construction Vehicles
0.29%2.00%0.29%

Unique to HDFC Transportation and Logist

  • Hero MotoCorp Ltd.5.84%
  • Gabriel India Ltd.4.83%
  • Tata Motors Limited4.02%
  • Apollo Tyres Ltd.2.84%

Unique to Nippon India Nifty India Manuf

  • Sun Pharmaceutical Industries Limited4.76%
  • Tata Steel Limited4.54%
  • Reliance Industries Limited4.31%
  • Bharat Electronics Limited3.95%
  • Hindalco Industries Limited3.46%
  • Vedanta Limited3.16%
  • JSW Steel Limited3.08%
  • Bajaj Auto Limited2.86%

Sector Overlap Breakdown

Automobiles
11.8% (4)
Auto Components
4.0% (5)
Agricultural, Commercial & Construction Vehicles
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.