HDFCTS vs NIPPON INDIA ETF NIFTY 50 BEES

Portfolio Overlap Analysis · HDFC vs Nippon

54.3%
High Overlap
25 common stocks · Rank #803 of 28,292 pairs
Fund A
HDFCTS
HDFC · Equity - Other
Fund B
NIPPON INDIA ETF NIFTY 50 BEES
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFCTSWt% in NIPPON INDIA ETF NIFTY 50 BEESOverlap
HDFC Bank Limited
Banks
11.82%8.87%8.87%
ICICI Bank Limited
Banks
8.57%9.13%8.57%
State Bank of India
Banks
4.34%5.06%4.34%
Bharti Airtel Limited
Telecom - Services
4.56%3.84%3.84%
Axis Bank Limited
Banks
3.45%7.38%3.45%
Reliance Industries Limited
Petroleum Products
8.19%2.79%2.79%
Kotak Mahindra Bank Limited
Banks
2.66%4.37%2.66%
Infosys Limited
IT - Software
3.96%1.96%1.96%
Maruti Suzuki India Limited
Automobiles
1.70%4.92%1.70%
Larsen & Toubro Limited
Construction
4.37%1.63%1.63%

Unique to HDFCTS

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

Unique to NIPPON INDIA ETF NIFTY 50 BEES

  • Mahindra & Mahindra Limited2.64%

Sector Overlap Breakdown

Banks
27.9% (5)
Automobiles
4.3% (4)
IT - Software
4.0% (3)
Telecom - Services
3.8% (1)
Petroleum Products
2.8% (1)
Ferrous Metals
2.6% (2)
Construction
1.6% (1)
Power
1.2% (1)
Diversified FMCG
1.1% (1)
Retailing
1.0% (1)
Oil
0.9% (1)
Transport Services
0.9% (1)
Insurance
0.8% (1)
Healthcare Services
0.7% (1)
Pharmaceuticals & Biotechnology
0.7% (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.