HDFCTS vs SBI BSE Sensex ETF

Portfolio Overlap Analysis · HDFC vs SBI

52.1%
High Overlap
18 common stocks · Rank #866 of 28,292 pairs
Fund A
HDFCTS
HDFC · Equity - Other
Fund B
SBI BSE Sensex ETF
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFCTSWt% in SBI BSE Sensex ETFOverlap
ICICI Bank Ltd.
Banks
10.26%9.13%9.13%
HDFC Bank Ltd.
Banks
14.07%8.87%8.87%
State Bank of India
Banks
5.20%5.06%5.06%
Axis Bank Ltd.
Banks
4.11%7.38%4.11%
Bharti Airtel Ltd.
Telecom - Services
5.47%3.84%3.84%
Kotak Mahindra Bank Ltd.
Banks
3.18%4.37%3.18%
Reliance Industries Ltd.
Petroleum Products
9.82%2.79%2.79%
Maruti Suzuki India Ltd.
Automobiles
2.04%4.92%2.04%
Infosys Ltd.
IT - Software
4.84%1.96%1.96%
Tata Steel Ltd.
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 SBI BSE Sensex ETF

  • Larsen & Toubro Ltd.5.21%
  • Mahindra & Mahindra Ltd.3.17%

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.