HDFC Value Fund vs Nippon India Aggressive Hybrid Fund

Portfolio Overlap Analysis · HDFC vs Nippon

40.5%
High Overlap
30 common stocks · Rank #2620 of 28,292 pairs
Fund A
HDFC Value Fund
HDFC · Value/Contra
Fund B
Nippon India Aggressive Hybrid Fund
Nippon · Aggressive Hybrid

Common Holdings (10)

StockWt% in HDFC ValueWt% in Nippon India Aggressive HybridOverlap
HDFC Bank Limited
Banks
5.17%6.19%5.17%
ICICI Bank Limited
Banks
3.55%6.98%3.55%
Axis Bank Limited
Banks
3.18%4.57%3.18%
Larsen & Toubro Limited
Construction
3.74%3.03%3.03%
State Bank of India
Banks
2.99%4.46%2.99%
Bharti Airtel Limited
Telecom - Services
2.94%3.30%2.94%
NTPC Limited
Power
2.63%2.58%2.58%
Infosys Limited
IT - Software
2.15%3.07%2.15%
Reliance Industries Limited
Petroleum Products
2.77%1.89%1.89%
SBI Life Insurance Company Limited
Insurance
1.50%2.34%1.50%

Unique to HDFC Value

  • Sun Pharmaceutical Industries Ltd.2.58%
  • Au Small Finance Bank Ltd.2.55%

Unique to Nippon India Aggressive Hybrid

  • Mahindra & Mahindra Limited1.96%

Sector Overlap Breakdown

Banks
15.5% (5)
IT - Software
4.0% (4)
Power
3.2% (3)
Construction
3.0% (1)
Telecom - Services
2.9% (1)
Pharmaceuticals & Biotechnology
2.7% (2)
Petroleum Products
2.2% (2)
Retailing
1.8% (4)
Insurance
1.5% (1)
Beverages
1.1% (2)
Diversified FMCG
0.9% (1)
Ferrous Metals
0.9% (1)
Capital Markets
0.6% (1)
Auto Components
0.3% (1)
Food Products
0.0% (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.