Nippon India Nifty 50 Value 20 Index Fund vs HDFC NIFTY Top 20 Equal Weight Index Fund

Portfolio Overlap Analysis · HDFC vs Nippon

44.6%
High Overlap
10 common stocks · Rank #1828 of 28,292 pairs
Fund A
Nippon India Nifty 50 Value 20 Index Fund
Nippon · Value/Contra
Fund B
HDFC NIFTY Top 20 Equal Weight Index Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in Nippon India Nifty 50 Value 20Wt% in HDFC NIFTY Top 20 Equal WeightOverlap
State Bank of India
Banks
11.27%6.49%6.49%
Axis Bank Limited
Banks
8.97%5.88%5.88%
ICICI Bank Limited
Banks
15.75%5.33%5.33%
Kotak Mahindra Bank Limited
Banks
6.90%5.01%5.01%
Maruti Suzuki India Limited
Automobiles
4.41%4.67%4.41%
Tata Consultancy Services Limited
IT - Software
6.09%4.20%4.20%
Infosys Limited
IT - Software
10.30%4.10%4.10%
ITC Limited
Diversified FMCG
6.83%4.05%4.05%
HCL Technologies Limited
IT - Software
3.31%4.37%3.31%
Tata Motors Passenger Vehicles Limited
Automobiles
1.81%5.57%1.81%

Unique to Nippon India Nifty 50 Value 20

  • NTPC Limited4.09%

Unique to HDFC NIFTY Top 20 Equal Weight

  • Titan Company Ltd.5.66%
  • Larsen and Toubro Ltd.5.52%
  • Sun Pharmaceutical Industries Ltd.5.27%
  • Hindustan Unilever Ltd.5.25%
  • Bajaj Finance Ltd.5.20%

Sector Overlap Breakdown

Banks
22.7% (4)
IT - Software
11.6% (3)
Automobiles
6.2% (2)
Diversified FMCG
4.0% (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.