HDFC500ETF vs NIPPON INDIA RETIREMENT FUND - INCOME GENERATION SCHEME

Portfolio Overlap Analysis · Nippon vs HDFC

17.5%
Low Overlap
20 common stocks · Rank #12806 of 28,282 pairs
Fund A
HDFC500ETF
HDFC · Equity - Other
Fund B
NIPPON INDIA RETIREMENT FUND - INCOME GENERATION SCHEME
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC500ETFWt% in NIPPON INDIA RETIREMENT FUND -Overlap
ICICI Bank Limited
Banks
5.11%2.84%2.84%
State Bank of India
Banks
2.59%2.48%2.48%
HDFC Bank Limited
Banks
7.01%1.83%1.83%
Reliance Industries Limited
Petroleum Products
4.90%1.72%1.72%
Larsen & Toubro Limited
Construction
2.60%1.40%1.40%
Axis Bank Limited
Banks
2.05%1.24%1.24%
NTPC Limited
Power
0.94%1.25%0.94%
Mahindra & Mahindra Limited
Automobiles
1.58%0.93%0.93%
Infosys Limited
IT - Software
2.41%0.82%0.82%
Eternal Limited
Retailing
0.89%0.73%0.73%

Unique to HDFC500ETF

  • Bharti Airtel Ltd.2.73%
  • Kotak Mahindra Bank Limited1.59%

Unique to NIPPON INDIA RETIREMENT FUND -

  • Samvardhana Motherson International Limited0.88%

Sector Overlap Breakdown

Banks
8.4% (4)
Petroleum Products
1.7% (1)
Construction
1.4% (1)
IT - Software
1.4% (2)
Power
0.9% (1)
Automobiles
0.9% (1)
Retailing
0.7% (1)
Insurance
0.5% (1)
Auto Components
0.5% (2)
Industrial Products
0.3% (1)
Consumer Durables
0.3% (2)
Pharmaceuticals & Biotechnology
0.2% (1)
Healthcare Services
0.2% (1)
Industrial Manufacturing
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC500ETF

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