HDFC Value Fund vs HDFCSXEXTF

Portfolio Overlap Analysis · HDFC vs HDFC

46.6%
High Overlap
18 common stocks · Rank #1491 of 28,282 pairs
Fund A
HDFC Value Fund
HDFC · Value/Contra
Fund B
HDFCSXEXTF
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC ValueWt% in HDFCSXEXTFOverlap
ICICI Bank Ltd.
Banks
6.98%10.26%6.98%
HDFC Bank Ltd.
Banks
6.19%14.07%6.19%
State Bank of India
Banks
4.46%5.20%4.46%
Axis Bank Ltd.
Banks
4.57%4.11%4.11%
Bharti Airtel Ltd.
Telecom - Services
3.30%5.47%3.30%
Infosys Limited
IT - Software
3.07%4.84%3.07%
Larsen and Toubro Ltd.
Construction
3.03%5.21%3.03%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
2.58%1.91%1.91%
Reliance Industries Ltd.
Petroleum Products
1.89%9.82%1.89%
NTPC Limited
Power
2.58%1.89%1.89%

Unique to HDFC Value

  • Au Small Finance Bank Ltd.2.55%

Unique to HDFCSXEXTF

  • Kotak Mahindra Bank Limited3.18%
  • Mahindra & Mahindra Ltd.3.17%

Sector Overlap Breakdown

Banks
21.7% (4)
IT - Software
5.5% (3)
Telecom - Services
3.3% (1)
Construction
3.0% (1)
Retailing
2.2% (2)
Pharmaceuticals & Biotechnology
1.9% (1)
Petroleum Products
1.9% (1)
Power
1.9% (1)
Aerospace & Defense
1.7% (1)
Automobiles
1.4% (1)
Cement & Cement Products
1.2% (1)
Diversified FMCG
0.9% (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.