HDFCN100ET vs SBI Equity Minimum Variance Fund

Portfolio Overlap Analysis · HDFC vs SBI

50.8%
High Overlap
50 common stocks · Rank #971 of 28,292 pairs
Fund A
HDFCN100ET
HDFC · Equity - Other
Fund B
SBI Equity Minimum Variance Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFCN100ETWt% in SBI Equity Minimum VarianceOverlap
ICICI Bank Ltd.
Banks
3.35%7.14%3.35%
HDFC Bank Ltd.
Banks
3.21%9.84%3.21%
ITC Ltd.
Diversified FMCG
7.39%2.19%2.19%
Tata Consultancy Services Ltd.
IT - Software
2.42%1.95%1.95%
Bharti Airtel Ltd.
Telecom - Services
1.94%3.79%1.94%
Hindustan Unilever Ltd.
Diversified FMCG
8.21%1.50%1.50%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
7.83%1.33%1.33%
State Bank of India
Banks
1.24%3.61%1.24%
Tata Steel Ltd.
Ferrous Metals
1.20%1.27%1.20%
Bharat Electronics Ltd.
Aerospace & Defense
1.14%1.15%1.14%

Unique to HDFCN100ET

  • Reliance Industries Ltd.6.82%
  • Larsen and Toubro Ltd.3.64%
  • Infosys Limited3.30%
  • Axis Bank Ltd.2.87%
  • Kotak Mahindra Bank Limited2.21%
  • Mahindra & Mahindra Ltd.2.20%

Unique to SBI Equity Minimum Variance

  • Nestle India Ltd.8.32%
  • Cipla Ltd.5.04%
  • Tata Consumer Products Ltd.5.03%
  • Apollo Hospitals Enterprise Ltd.3.49%
  • Asian Paints Ltd.2.43%

Sector Overlap Breakdown

Banks
9.9% (5)
IT - Software
4.7% (5)
Automobiles
4.0% (5)
Diversified FMCG
3.7% (2)
Finance
3.6% (4)
Pharmaceuticals & Biotechnology
2.5% (3)
Power
2.1% (2)
Ferrous Metals
2.1% (2)
Telecom - Services
1.9% (1)
Consumer Durables
1.9% (2)
Cement & Cement Products
1.9% (2)
Retailing
1.5% (2)
Insurance
1.2% (2)
Healthcare Services
1.2% (2)
Aerospace & Defense
1.1% (1)
Construction
1.1% (1)
Non - Ferrous Metals
1.0% (1)
Petroleum Products
0.9% (1)
Transport Infrastructure
0.8% (1)
Oil
0.8% (1)
Transport Services
0.8% (1)
Consumable Fuels
0.7% (1)
Food Products
0.7% (1)
Agricultural Food & other Products
0.5% (1)
Metals & Minerals Trading
0.4% (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.