SBI ELSS Tax Saver Fund vs HDFC Nifty 50 Index Fund

Portfolio Overlap Analysis · HDFC vs SBI

45.5%
High Overlap
23 common stocks · Rank #1681 of 28,292 pairs
Fund A
SBI ELSS Tax Saver Fund
SBI · ELSS
Fund B
HDFC Nifty 50 Index Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in SBI ELSS Tax SaverWt% in HDFC Nifty 50 IndexOverlap
ICICI Bank Ltd.
Banks
7.74%8.58%7.74%
Reliance Industries Ltd.
Petroleum Products
4.89%8.20%4.89%
HDFC Bank Ltd.
Banks
4.44%11.83%4.44%
State Bank of India
Banks
4.61%4.34%4.34%
Axis Bank Ltd.
Banks
4.29%3.45%3.45%
Kotak Mahindra Bank Ltd.
Banks
4.23%2.66%2.66%
Mahindra & Mahindra Ltd.
Automobiles
2.66%2.64%2.64%
Infosys Ltd.
IT - Software
2.05%3.97%2.05%
Bharti Airtel Ltd.
Telecom - Services
1.79%4.56%1.79%
Tata Steel Ltd.
Ferrous Metals
4.09%1.53%1.53%

Unique to SBI ELSS Tax Saver

  • Torrent Power Ltd.2.73%
  • Cipla Ltd.2.56%

Unique to HDFC Nifty 50 Index

  • Larsen and Toubro Ltd.4.38%

Sector Overlap Breakdown

Banks
22.6% (5)
Petroleum Products
4.9% (1)
IT - Software
4.7% (4)
Automobiles
3.3% (2)
Telecom - Services
1.8% (1)
Ferrous Metals
1.5% (1)
Pharmaceuticals & Biotechnology
1.2% (2)
Non - Ferrous Metals
1.2% (1)
Finance
1.1% (2)
Oil
0.9% (1)
Consumer Durables
0.9% (1)
Insurance
0.7% (1)
Diversified FMCG
0.6% (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.