HDFCTS vs HDFCV20ETF

Portfolio Overlap Analysis · HDFC vs HDFC

43.7%
High Overlap
13 common stocks · Rank #1959 of 28,282 pairs
Fund A
HDFCTS
HDFC · Equity - Other
Fund B
HDFCV20ETF
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFCTSWt% in HDFCV20ETFOverlap
ICICI Bank Ltd.
Banks
9.13%15.79%9.13%
Axis Bank Ltd.
Banks
7.38%8.98%7.38%
State Bank of India
Banks
5.06%11.29%5.06%
Maruti Suzuki India Limited
Automobiles
4.92%4.42%4.42%
Kotak Mahindra Bank Limited
Banks
4.37%6.92%4.37%
HCL Technologies Ltd.
IT - Software
2.80%3.32%2.80%
Bajaj Auto Limited
Automobiles
2.85%2.50%2.50%
Power Grid Corporation of India Ltd.
Power
1.98%3.06%1.98%
Infosys Limited
IT - Software
1.96%10.32%1.96%
Oil & Natural Gas Corporation Ltd.
Oil
1.18%2.46%1.18%

Unique to HDFCTS

  • HDFC Bank Ltd.8.87%
  • SBI Life Insurance Company Ltd.5.52%
  • Bharti Airtel Ltd.3.84%

Unique to HDFCV20ETF

  • ITC LIMITED6.85%
  • Tata Consultancy Services Ltd.6.10%
  • NTPC Limited4.10%

Sector Overlap Breakdown

Banks
25.9% (4)
Automobiles
6.9% (2)
IT - Software
5.6% (3)
Power
2.0% (1)
Oil
1.2% (1)
Diversified FMCG
1.1% (1)
Pharmaceuticals & Biotechnology
1.0% (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.