HDFC Value Fund vs NH

Portfolio Overlap Analysis · Nippon vs HDFC

5.3%
Low Overlap
3 common stocks · Rank #27641 of 28,282 pairs
Fund A
HDFC Value Fund
HDFC · Value/Contra
Fund B
NH
Nippon · Equity - Other

Common Holdings (3)

StockWt% in HDFC ValueWt% in NHOverlap
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
2.58%21.93%2.58%
Lupin Limited
Pharmaceuticals & Biotechnology
1.55%6.65%1.55%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1.21%9.71%1.21%

Unique to HDFC Value

  • ICICI Bank Ltd.6.98%
  • HDFC Bank Ltd.6.19%
  • Axis Bank Ltd.4.57%
  • State Bank of India4.46%
  • Bharti Airtel Ltd.3.30%
  • Infosys Limited3.07%
  • Larsen and Toubro Ltd.3.03%
  • NTPC Limited2.58%
  • Au Small Finance Bank Ltd.2.55%

Unique to NH

  • Dr. Reddy's Laboratories Limited9.35%
  • Cipla Limited9.04%
  • Torrent Pharmaceuticals Limited5.40%
  • Laurus Labs Limited4.98%
  • Aurobindo Pharma Limited4.07%
  • Alkem Laboratories Limited3.93%
  • Glenmark Pharmaceuticals Limited3.84%

Sector Overlap Breakdown

Pharmaceuticals & Biotechnology
5.3% (3)

Analysis

AI-generated comparative analysis coming soon.

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