HDFC Value Fund vs Nippon India Active Momentum Fund

Portfolio Overlap Analysis · HDFC vs Nippon

26.3%
Moderate Overlap
13 common stocks · Rank #7348 of 28,292 pairs
Fund A
HDFC Value Fund
HDFC · Value/Contra
Fund B
Nippon India Active Momentum Fund
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC ValueWt% in Nippon India Active MomentumOverlap
HDFC Bank Limited
Banks
7.51%6.19%6.19%
State Bank of India
Banks
4.67%4.46%4.46%
Axis Bank Limited
Banks
3.25%4.57%3.25%
Bharat Electronics Limited
Aerospace & Defense
2.70%2.40%2.40%
Lupin Limited
Pharmaceuticals & Biotechnology
2.16%1.55%1.55%
Eicher Motors Limited
Automobiles
2.10%1.51%1.51%
Max Financial Services Limited
Insurance
2.19%1.37%1.37%
Multi Commodity Exchange of India Limited
Capital Markets
2.83%1.28%1.28%
Karur Vysya Bank Limited
Banks
2.10%1.23%1.23%
Hindustan Petroleum Corporation Limited
Petroleum Products
1.86%0.87%0.87%

Unique to HDFC Value

  • ICICI Bank Ltd.6.98%
  • Bharti Airtel Ltd.3.30%
  • Infosys Limited3.07%
  • Larsen and Toubro Ltd.3.03%
  • NTPC Limited2.58%
  • Sun Pharmaceutical Industries Ltd.2.58%
  • Au Small Finance Bank Ltd.2.55%

Unique to Nippon India Active Momentum

  • GE Vernova T&D India Limited3.45%
  • Mahindra & Mahindra Limited3.14%
  • Vedanta Limited2.78%
  • L&T Finance Limited2.77%
  • Bank of Baroda2.72%

Sector Overlap Breakdown

Banks
15.1% (4)
Aerospace & Defense
2.4% (1)
Pharmaceuticals & Biotechnology
1.6% (1)
Automobiles
1.5% (1)
Insurance
1.4% (1)
Capital Markets
1.3% (1)
Petroleum Products
0.9% (1)
Power
0.8% (1)
Beverages
0.8% (1)
IT - Software
0.6% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Value

More comparisons for Nippon India Active Momentum

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