HDFC Value Fund vs Nippon India Nifty 500 Quality 50 Index Fund

Portfolio Overlap Analysis · HDFC vs Nippon

5.1%
Low Overlap
3 common stocks · Rank #28097 of 28,292 pairs
Fund A
HDFC Value Fund
HDFC · Value/Contra
Fund B
Nippon India Nifty 500 Quality 50 Index Fund
Nippon · Equity - Other

Common Holdings (3)

StockWt% in HDFC ValueWt% in Nippon India Nifty 500 QualityOverlap
Bharat Electronics Limited
Aerospace & Defense
5.20%2.40%2.40%
Bajaj Auto Limited
Automobiles
3.92%1.35%1.35%
Britannia Industries Limited
Food Products
4.37%1.34%1.34%

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

Unique to Nippon India Nifty 500 Quality

  • Tata Consultancy Services Limited4.23%
  • BSE Limited4.22%
  • Colgate Palmolive (India) Limited4.05%
  • Coal India Limited4.01%
  • HDFC Asset Management Company Limited3.21%
  • Suzlon Energy Limited3.00%
  • Marico Limited2.99%

Sector Overlap Breakdown

Aerospace & Defense
2.4% (1)
Automobiles
1.4% (1)
Food Products
1.3% (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.