SBI Nifty 500 Index Fund vs HDFC BSE 500 INDEX FUND

Portfolio Overlap Analysis · HDFC vs SBI

98.3%
High Overlap
477 common stocks · Rank #123 of 28,292 pairs
Fund A
SBI Nifty 500 Index Fund
SBI · Equity - Other
Fund B
HDFC BSE 500 INDEX FUND
HDFC · Equity - Other

Common Holdings (10)

StockWt% in SBI Nifty 500 IndexWt% in HDFC BSE 500 INDEXOverlap
HDFC Bank Ltd.
Banks
6.96%7.02%6.96%
ICICI Bank Ltd.
Banks
5.05%5.12%5.05%
Reliance Industries Ltd.
Petroleum Products
4.82%4.90%4.82%
Bharti Airtel Ltd.
Telecom - Services
2.68%2.73%2.68%
Larsen & Toubro Ltd.
Construction
2.58%2.60%2.58%
State Bank of India
Banks
2.56%2.59%2.56%
Infosys Ltd.
IT - Software
2.33%2.41%2.33%
Axis Bank Ltd.
Banks
2.03%2.05%2.03%
Kotak Mahindra Bank Ltd.
Banks
1.56%1.59%1.56%
Mahindra & Mahindra Ltd.
Automobiles
1.55%1.58%1.55%

Unique to SBI Nifty 500 Index

All top holdings are shared with the other fund.

Unique to HDFC BSE 500 INDEX

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
21.3% (25)
IT - Software
6.4% (21)
Finance
6.3% (39)
Petroleum Products
5.9% (7)
Automobiles
5.3% (12)
Pharmaceuticals & Biotechnology
4.8% (36)
Telecom - Services
3.3% (7)
Power
3.2% (17)
Construction
3.0% (12)
Consumer Durables
2.7% (18)
Diversified FMCG
2.6% (2)
Retailing
2.5% (12)
Ferrous Metals
2.0% (7)
Auto Components
2.0% (21)
Electrical Equipment
2.0% (17)
Cement & Cement Products
2.0% (10)
Industrial Products
1.9% (26)
Insurance
1.8% (11)
Healthcare Services
1.6% (13)
Aerospace & Defense
1.4% (6)
Chemicals & Petrochemicals
1.3% (18)
Capital Markets
1.3% (13)
Non - Ferrous Metals
1.1% (4)
Realty
1.0% (10)
Food Products
0.9% (6)
Transport Services
0.9% (5)
Agricultural Food & other Products
0.8% (7)
Transport Infrastructure
0.8% (3)
Leisure Services
0.8% (12)
Personal Products
0.7% (7)
Oil
0.7% (3)
Beverages
0.7% (4)
Gas
0.6% (8)
Diversified Metals
0.6% (1)
Fertilizers & Agrochemicals
0.6% (7)
Consumable Fuels
0.5% (1)
Financial Technology (Fintech)
0.5% (2)
Agricultural, Commercial & Construction Vehicles
0.4% (4)
Industrial Manufacturing
0.4% (9)
Metals & Minerals Trading
0.3% (1)
Minerals & Mining
0.3% (4)
IT - Services
0.3% (7)
Textiles & Apparels
0.2% (6)
Commercial Services & Supplies
0.2% (4)
Entertainment
0.1% (3)
Diversified
0.1% (3)
Cigarettes & Tobacco Products
0.0% (1)
Household Products
0.0% (2)
Paper, Forest & Jute Products
0.0% (1)
Healthcare Equipment & Supplies
0.0% (1)
Telecom - Equipment & Accessories
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for SBI Nifty 500 Index

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