HDFC Value Fund vs SBI Nifty Index Fund

Portfolio Overlap Analysis · SBI vs HDFC

47.8%
High Overlap
22 common stocks · Rank #1342 of 28,282 pairs
Fund A
HDFC Value Fund
HDFC · Value/Contra
Fund B
SBI Nifty Index Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC ValueWt% in SBI Nifty IndexOverlap
ICICI Bank Ltd.
Banks
6.98%8.58%6.98%
HDFC Bank Ltd.
Banks
6.19%11.83%6.19%
State Bank of India
Banks
4.46%4.34%4.34%
Axis Bank Ltd.
Banks
4.57%3.45%3.45%
Bharti Airtel Ltd.
Telecom - Services
3.30%4.56%3.30%
Infosys Ltd.
IT - Software
3.07%3.97%3.07%
Larsen & Toubro Ltd.
Construction
3.03%4.38%3.03%
Reliance Industries Ltd.
Petroleum Products
1.89%8.20%1.89%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
2.58%1.60%1.60%
NTPC Ltd.
Power
2.58%1.58%1.58%

Unique to HDFC Value

  • Au Small Finance Bank Ltd.2.55%

Unique to SBI Nifty Index

  • Kotak Mahindra Bank Ltd.2.66%
  • Mahindra & Mahindra Ltd.2.64%

Sector Overlap Breakdown

Banks
21.0% (4)
IT - Software
5.1% (3)
Telecom - Services
3.3% (1)
Automobiles
3.3% (3)
Construction
3.0% (1)
Retailing
2.0% (2)
Petroleum Products
1.9% (1)
Pharmaceuticals & Biotechnology
1.6% (1)
Power
1.6% (1)
Aerospace & Defense
1.4% (1)
Cement & Cement Products
1.2% (1)
Diversified FMCG
0.9% (1)
Insurance
0.8% (1)
Healthcare Services
0.7% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Value

More comparisons for SBI Nifty Index

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