HDFC Value Fund vs NIPPON INDIA QUANT FUND
Portfolio Overlap Analysis · HDFC vs Nippon
45.0%
High Overlap
17 common stocks · Rank #1763 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Value | Wt% in NIPPON INDIA QUANT | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.35% | 6.98% | 6.98% |
HDFC Bank Limited Banks | 5.92% | 6.19% | 5.92% |
State Bank of India Banks | 6.09% | 4.46% | 4.46% |
Bharti Airtel Limited Telecom - Services | 3.68% | 3.30% | 3.30% |
Infosys Limited IT - Software | 3.71% | 3.07% | 3.07% |
Larsen & Toubro Limited Construction | 5.51% | 3.03% | 3.03% |
NTPC Limited Power | 2.72% | 2.58% | 2.58% |
Bharat Electronics Limited Aerospace & Defense | 3.76% | 2.40% | 2.40% |
Reliance Industries Limited Petroleum Products | 5.95% | 1.89% | 1.89% |
SBI Life Insurance Company Limited Insurance | 1.81% | 2.34% | 1.81% |
Unique to HDFC Value
- Axis Bank Ltd.4.57%
- Sun Pharmaceutical Industries Ltd.2.58%
- Au Small Finance Bank Ltd.2.55%
Unique to NIPPON INDIA QUANT
- Mahindra & Mahindra Limited3.32%
Sector Overlap Breakdown
Banks17.4% (3)
IT - Software4.6% (2)
Automobiles4.2% (3)
Telecom - Services3.3% (1)
Construction3.0% (1)
Petroleum Products2.8% (2)
Power2.6% (1)
Aerospace & Defense2.4% (1)
Insurance1.8% (1)
Pharmaceuticals & Biotechnology1.6% (1)
Food Products1.3% (1)
Analysis
AI-generated comparative analysis coming soon.
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More comparisons for NIPPON INDIA QUANT
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.