HDFCNYEXTF vs NIPPON INDIA EQUITY SAVINGS FUND
Portfolio Overlap Analysis · HDFC vs Nippon
51.4%
High Overlap
31 common stocks · Rank #920 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFCNYEXTF | Wt% in NIPPON INDIA EQUITY SAVINGS | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.46% | 8.58% | 8.46% |
HDFC Bank Limited Banks | 5.79% | 11.83% | 5.79% |
Reliance Industries Limited Petroleum Products | 4.61% | 8.20% | 4.61% |
Larsen & Toubro Limited Construction | 4.78% | 4.38% | 4.38% |
Bharti Airtel Limited Telecom - Services | 2.94% | 4.56% | 2.94% |
Axis Bank Limited Banks | 2.86% | 3.45% | 2.86% |
Kotak Mahindra Bank Limited Banks | 4.10% | 2.66% | 2.66% |
Mahindra & Mahindra Limited Automobiles | 5.28% | 2.64% | 2.64% |
State Bank of India Banks | 1.80% | 4.34% | 1.80% |
Eternal Limited Retailing | 3.61% | 1.54% | 1.54% |
Unique to HDFCNYEXTF
- Infosys Limited3.97%
Unique to NIPPON INDIA EQUITY SAVINGS
- Grasim Industries Limited2.41%
Sector Overlap Breakdown
Banks21.6% (5)
Automobiles4.9% (5)
Petroleum Products4.6% (1)
Construction4.4% (1)
Telecom - Services2.9% (1)
IT - Software2.1% (4)
Diversified FMCG1.7% (2)
Power1.7% (2)
Ferrous Metals1.6% (2)
Retailing1.5% (1)
Cement & Cement Products0.9% (1)
Oil0.7% (1)
Consumer Durables0.7% (1)
Aerospace & Defense0.6% (1)
Pharmaceuticals & Biotechnology0.6% (1)
Insurance0.5% (1)
Consumable Fuels0.2% (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.