HDFC Transportation and Logistics Fund vs SBIRIOS

Portfolio Overlap Analysis · HDFC vs SBI

5.0%
Low Overlap
2 common stocks · Rank #28197 of 28,292 pairs
Fund A
HDFC Transportation and Logistics Fund
HDFC · Sectoral - Transport
Fund B
SBIRIOS
SBI · Equity - Other

Common Holdings (2)

StockWt% in HDFC Transportation and LogistWt% in SBIRIOSOverlap
Sona Blw Precision Forgings Ltd.
Auto Components
3.63%5.78%3.63%
Tenneco Clean Air India Ltd.
Auto Components
1.41%2.64%1.41%

Unique to HDFC Transportation and Logist

  • Eicher Motors Ltd.10.44%
  • Maruti Suzuki India Limited9.89%
  • Bosch Limited6.63%
  • Hyundai Motor India Limited6.16%
  • Hero MotoCorp Ltd.5.84%
  • Gabriel India Ltd.4.83%
  • Tata Motors Limited4.02%
  • Mahindra & Mahindra Ltd.3.86%
  • Apollo Tyres Ltd.2.84%

Unique to SBIRIOS

  • Bajaj Finserv Ltd.5.24%
  • Hatsun Agro Product Ltd.5.09%
  • Adani Power Ltd.4.55%
  • HDFC Bank Ltd.4.53%
  • Kotak Mahindra Bank Ltd.4.49%
  • Bharti Airtel Ltd.4.32%
  • Meesho Ltd.4.20%
  • Belrise Industries Ltd.3.92%
  • Berger Paints India Ltd.3.52%

Sector Overlap Breakdown

Auto Components
5.0% (2)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Transportation and Logist

More comparisons for SBIRIOS

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