HDFCTS vs Nippon India ETF BSE Sensex

Portfolio Overlap Analysis · HDFC vs Nippon

52.1%
High Overlap
18 common stocks · Rank #865 of 28,292 pairs
Fund A
HDFCTS
HDFC · Equity - Other
Fund B
Nippon India ETF BSE Sensex
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFCTSWt% in Nippon India ETF BSE SensexOverlap
ICICI Bank Limited
Banks
10.25%9.13%9.13%
HDFC Bank Limited
Banks
14.06%8.87%8.87%
State Bank of India
Banks
5.20%5.06%5.06%
Axis Bank Limited
Banks
4.11%7.38%4.11%
Bharti Airtel Limited
Telecom - Services
5.46%3.84%3.84%
Kotak Mahindra Bank Limited
Banks
3.18%4.37%3.18%
Reliance Industries Limited
Petroleum Products
9.82%2.79%2.79%
Maruti Suzuki India Limited
Automobiles
2.04%4.92%2.04%
Infosys Limited
IT - Software
4.83%1.96%1.96%
Tata Steel Limited
Ferrous Metals
1.82%1.92%1.82%

Unique to HDFCTS

  • SBI Life Insurance Company Ltd.5.52%
  • Bajaj Auto Limited2.85%
  • HCL Technologies Ltd.2.80%

Unique to Nippon India ETF BSE Sensex

  • Larsen & Toubro Limited5.21%
  • Mahindra & Mahindra Limited3.17%

Sector Overlap Breakdown

Banks
30.4% (5)
IT - Software
4.3% (3)
Telecom - Services
3.8% (1)
Petroleum Products
2.8% (1)
Automobiles
2.8% (2)
Ferrous Metals
1.8% (1)
Construction
1.6% (1)
Power
1.4% (1)
Transport Services
1.1% (1)
Diversified FMCG
1.1% (1)
Retailing
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.