Nippon India Nifty 500 Equal Weight Index Fund vs HDFC Nifty500 Multicap 50.25.25 Index Fund

Portfolio Overlap Analysis · HDFC vs Nippon

61.7%

High Overlap

499 common stocks · Rank #522 of 28,292 pairs

Fund A

Nippon India Nifty 500 Equal Weight Index Fund

Nippon · Equity - Other

Fund B

HDFC Nifty500 Multicap 50.25.25 Index Fund

HDFC · Multi Cap

Common Holdings (10)

Stock	Wt% in Nippon India Nifty 500 Equal W	Wt% in HDFC Nifty500 Multicap 50.25.2	Overlap
Bharat Forge Limited Auto Components	0.27%	0.34%	0.27%
Union Bank of India Banks	0.28%	0.26%	0.26%
State Bank of India Banks	0.26%	1.81%	0.26%
Karur Vysya Bank Limited Banks	0.26%	0.40%	0.26%
GE Vernova T&D India Limited Electrical Equipment	0.26%	0.32%	0.26%
Tata Steel Limited Ferrous Metals	0.26%	0.64%	0.26%
Ashok Leyland Limited Agricultural, Commercial & Construction Vehicles	0.25%	0.40%	0.25%
Vedanta Limited Diversified Metals	0.25%	0.44%	0.25%
Oil & Natural Gas Corporation Limited Oil	0.25%	0.39%	0.25%
Krishna Institute Of Medical Sciences Limited Healthcare Services	0.25%	0.24%	0.24%

Unique to Nippon India Nifty 500 Equal W

Hitachi Energy India Limited0.29%
Mangalore Refinery and Petrochemicals Limited0.28%
Force Motors Limited0.27%
Bank of Maharashtra0.27%
Apar Industries Limited0.27%
Indian Bank0.26%
Bank of India0.26%
Bandhan Bank Limited0.26%

Unique to HDFC Nifty500 Multicap 50.25.2

HDFC Bank Ltd.4.92%
ICICI Bank Ltd.3.57%
Reliance Industries Ltd.3.41%
Bharti Airtel Ltd.1.90%
Larsen and Toubro Ltd.1.82%
Infosys Limited1.65%
Axis Bank Ltd.1.44%
Kotak Mahindra Bank Limited1.11%
Mahindra & Mahindra Ltd.1.10%

Sector Overlap Breakdown

Finance

5.3% (41)

Pharmaceuticals & Biotechnology

4.8% (37)

Banks

4.5% (26)

Industrial Products

3.1% (28)

Auto Components

2.9% (23)

Consumer Durables

2.4% (19)

IT - Software

2.2% (21)

Power

2.2% (18)

Capital Markets

2.2% (14)

Electrical Equipment

2.1% (17)

Automobiles

2.0% (12)

Chemicals & Petrochemicals

1.9% (18)

Healthcare Services

1.8% (14)

Retailing

1.5% (12)

Insurance

1.4% (11)

Cement & Cement Products

1.3% (11)

Realty

1.2% (10)

Construction

1.2% (12)

Ferrous Metals

1.1% (7)

Leisure Services

1.1% (14)

Petroleum Products

1.1% (7)

Telecom - Services

0.9% (8)

Personal Products

0.9% (7)

Gas

0.9% (8)

Agricultural Food & other Products

0.9% (8)

Transport Services

0.8% (6)

Fertilizers & Agrochemicals

0.8% (8)

Aerospace & Defense

0.8% (6)

Non - Ferrous Metals

0.8% (4)

Industrial Manufacturing

0.7% (9)

Food Products

0.7% (6)

IT - Services

0.6% (7)

Beverages

0.6% (4)

Oil

0.5% (3)

Transport Infrastructure

0.5% (3)

Agricultural, Commercial & Construction Vehicles

0.5% (4)

Commercial Services & Supplies

0.4% (5)

Minerals & Mining

0.4% (4)

Textiles & Apparels

0.4% (6)

Diversified FMCG

0.4% (2)

Financial Technology (Fintech)

0.3% (2)

Entertainment

0.3% (4)

Diversified Metals

0.3% (1)

Consumable Fuels

0.2% (1)

Metals & Minerals Trading

0.2% (1)

Diversified

0.1% (3)

Household Products

0.1% (2)

Paper, Forest & Jute Products

0.1% (1)

Telecom - Equipment & Accessories

0.1% (2)

Cigarettes & Tobacco Products

0.1% (1)

Healthcare Equipment & Supplies

0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for Nippon India Nifty 500 Equal W

vs Nippon India Nifty Smallcap 2546.8% · 250 stocks
vs SBI Nifty Smallcap 250 Index46.8% · 250 stocks
vs HDFCSMAETF46.8% · 250 stocks
vs HDFC NIFTY SMALLCAP 250 INDEX46.8% · 250 stocks
vs SBI Nifty 500 Index46.5% · 499 stocks

More comparisons for HDFC Nifty500 Multicap 50.25.2

vs SBI Nifty 500 Index79.2% · 500 stocks
vs HDFC500ETF78.2% · 477 stocks
vs HDFC BSE 500 INDEX78.2% · 477 stocks
vs HDFC Nifty LargeMidcap 250 Ind75.0% · 250 stocks
vs SPBSEETF74.6% · 447 stocks

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.