HDFC Value Fund vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Portfolio Overlap Analysis · HDFC vs Nippon
44.5%
High Overlap
20 common stocks · Rank #1837 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Value | Wt% in NIPPON INDIA RETIREMENT FUND - | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.59% | 6.98% | 6.98% |
HDFC Bank Limited Banks | 7.08% | 6.19% | 6.19% |
State Bank of India Banks | 3.99% | 4.46% | 3.99% |
Axis Bank Limited Banks | 3.20% | 4.57% | 3.20% |
Larsen & Toubro Limited Construction | 3.62% | 3.03% | 3.03% |
Infosys Limited IT - Software | 2.86% | 3.07% | 2.86% |
Bharti Airtel Limited Telecom - Services | 2.69% | 3.30% | 2.69% |
NTPC Limited Power | 2.93% | 2.58% | 2.58% |
SBI Life Insurance Company Limited Insurance | 1.95% | 2.34% | 1.95% |
Reliance Industries Limited Petroleum Products | 4.56% | 1.89% | 1.89% |
Unique to HDFC Value
- Sun Pharmaceutical Industries Ltd.2.58%
- Au Small Finance Bank Ltd.2.55%
Unique to NIPPON INDIA RETIREMENT FUND -
- Bajaj Finance Limited2.86%
Sector Overlap Breakdown
Banks20.4% (4)
IT - Software4.4% (2)
Construction3.0% (1)
Petroleum Products2.9% (2)
Telecom - Services2.7% (1)
Power2.6% (1)
Insurance2.1% (2)
Retailing1.8% (2)
Pharmaceuticals & Biotechnology1.3% (1)
Beverages1.2% (1)
Cement & Cement Products1.2% (1)
Food Products0.8% (2)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC Value
- vs HDFC Dividend Yield48.8% · 33 stocks
- vs HDFCN100ET48.2% · 32 stocks
- vs Nippon India ETF Nifty 10048.2% · 32 stocks
- vs HDFC NIFTY 100 Index48.2% · 32 stocks
- vs Parag Parikh Large Cap48.1% · 32 stocks
More comparisons for NIPPON INDIA RETIREMENT FUND -
- vs Nippon India Flexi Cap57.1% · 37 stocks
- vs SBI BSE 100 ETF56.7% · 42 stocks
- vs NIPPON INDIA LARGE CAP55.9% · 32 stocks
- vs Parag Parikh Large Cap55.6% · 36 stocks
- vs HDFCN100ET55.5% · 36 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.