HDFCNPSBET vs SBI Nifty Bank Index Fund

Portfolio Overlap Analysis · HDFC vs SBI

24.9%
Moderate Overlap
5 common stocks · Rank #8065 of 28,292 pairs
Fund A
HDFCNPSBET
HDFC · Equity - Other
Fund B
SBI Nifty Bank Index Fund
SBI · Equity - Other

Common Holdings (5)

StockWt% in HDFCNPSBETWt% in SBI Nifty Bank IndexOverlap
State Bank of India
Banks
10.67%34.62%10.67%
Bank of Baroda
Banks
4.45%13.85%4.45%
Canara Bank
Banks
3.90%12.31%3.90%
Punjab National Bank
Banks
3.40%10.35%3.40%
Union Bank of India
Banks
2.51%9.07%2.51%

Unique to HDFCNPSBET

  • Indian Bank8.12%
  • Bank of India4.96%
  • Bank of Maharashtra3.53%
  • Indian Overseas Bank1.23%
  • Central Bank Of India0.90%

Unique to SBI Nifty Bank Index

  • HDFC Bank Ltd.19.68%
  • ICICI Bank Ltd.16.12%
  • Axis Bank Ltd.9.93%
  • Kotak Mahindra Bank Ltd.9.16%
  • The Federal Bank Ltd.5.54%
  • IndusInd Bank Ltd.4.72%
  • AU Small Finance Bank Ltd.3.96%

Sector Overlap Breakdown

Banks
24.9% (5)

Analysis

AI-generated comparative analysis coming soon.

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