HDFC Transportation and Logistics Fund vs SBI Nifty India Consumption Index Fund

Portfolio Overlap Analysis · SBI vs HDFC

17.6%
Low Overlap
5 common stocks · Rank #12800 of 28,282 pairs
Fund A
HDFC Transportation and Logistics Fund
HDFC · Sectoral - Transport
Fund B
SBI Nifty India Consumption Index Fund
SBI · Sectoral - Consumption

Common Holdings (5)

StockWt% in HDFC Transportation and LogistWt% in SBI Nifty India Consumption InOverlap
Maruti Suzuki India Ltd.
Automobiles
9.89%5.96%5.96%
Mahindra & Mahindra Ltd.
Automobiles
3.86%9.27%3.86%
Eicher Motors Ltd.
Automobiles
10.44%3.37%3.37%
Hero MotoCorp Ltd.
Automobiles
5.84%2.26%2.26%
Eternal Ltd.
Retailing
2.10%5.41%2.10%

Unique to HDFC Transportation and Logist

  • 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 SBI Nifty India Consumption In

  • Bharti Airtel Ltd.9.49%
  • ITC Ltd.8.25%
  • Hindustan Unilever Ltd.6.34%
  • Titan Company Ltd.5.46%
  • Bajaj Auto Ltd.3.38%
  • Interglobe Aviation Ltd.3.33%

Sector Overlap Breakdown

Automobiles
15.4% (4)
Retailing
2.1% (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.