HDFCN100ET vs SBI BSE Sensex Index Fund
Portfolio Overlap Analysis · SBI vs HDFC
69.6%
High Overlap
30 common stocks · Rank #383 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in HDFCN100ET | Wt% in SBI BSE Sensex Index | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 9.84% | 14.06% | 9.84% |
ICICI Bank Ltd. Banks | 7.14% | 10.26% | 7.14% |
Reliance Industries Ltd. Petroleum Products | 6.82% | 9.82% | 6.82% |
Bharti Airtel Ltd. Telecom - Services | 3.79% | 5.47% | 3.79% |
Larsen & Toubro Ltd. Construction | 3.64% | 5.21% | 3.64% |
State Bank of India Banks | 3.61% | 5.20% | 3.61% |
Infosys Ltd. IT - Software | 3.30% | 4.83% | 3.30% |
Axis Bank Ltd. Banks | 2.87% | 4.11% | 2.87% |
Kotak Mahindra Bank Ltd. Banks | 2.21% | 3.18% | 2.21% |
Mahindra & Mahindra Ltd. Automobiles | 2.20% | 3.17% | 2.20% |
Unique to HDFCN100ET
All top holdings are shared with the other fund.
Unique to SBI BSE Sensex Index
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks25.7% (5)
IT - Software6.9% (4)
Petroleum Products6.8% (1)
Telecom - Services3.8% (1)
Diversified FMCG3.7% (2)
Construction3.6% (1)
Automobiles3.6% (2)
Finance2.8% (2)
Power2.3% (2)
Consumer Durables2.1% (2)
Retailing1.9% (2)
Pharmaceuticals & Biotechnology1.3% (1)
Ferrous Metals1.3% (1)
Aerospace & Defense1.1% (1)
Cement & Cement Products1.1% (1)
Transport Infrastructure0.8% (1)
Transport Services0.8% (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.