SBI Nifty 500 Index Fund vs HDFC Nifty500 Multicap 50.25.25 Index Fund
Portfolio Overlap Analysis · HDFC vs SBI
79.2%
High Overlap
500 common stocks · Rank #290 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in SBI Nifty 500 Index | Wt% in HDFC Nifty500 Multicap 50.25.2 | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 6.96% | 4.92% | 4.92% |
ICICI Bank Ltd. Banks | 5.05% | 3.57% | 3.57% |
Reliance Industries Ltd. Petroleum Products | 4.82% | 3.41% | 3.41% |
Bharti Airtel Ltd. Telecom - Services | 2.68% | 1.90% | 1.90% |
Larsen & Toubro Ltd. Construction | 2.58% | 1.82% | 1.82% |
State Bank of India Banks | 2.56% | 1.81% | 1.81% |
Infosys Ltd. IT - Software | 2.33% | 1.65% | 1.65% |
Axis Bank Ltd. Banks | 2.03% | 1.44% | 1.44% |
Kotak Mahindra Bank Ltd. Banks | 1.56% | 1.11% | 1.11% |
Mahindra & Mahindra Ltd. Automobiles | 1.55% | 1.10% | 1.10% |
Unique to SBI Nifty 500 Index
All top holdings are shared with the other fund.
Unique to HDFC Nifty500 Multicap 50.25.2
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks16.0% (26)
Finance5.2% (41)
IT - Software4.9% (21)
Petroleum Products4.2% (7)
Pharmaceuticals & Biotechnology4.1% (37)
Automobiles3.9% (12)
Telecom - Services2.6% (8)
Power2.5% (18)
Consumer Durables2.3% (19)
Construction2.3% (12)
Capital Markets2.0% (15)
Industrial Products2.0% (28)
Auto Components2.0% (23)
Retailing1.9% (12)
Electrical Equipment1.9% (17)
Diversified FMCG1.8% (2)
Ferrous Metals1.5% (7)
Cement & Cement Products1.5% (11)
Insurance1.4% (11)
Healthcare Services1.4% (14)
Chemicals & Petrochemicals1.2% (18)
Aerospace & Defense1.0% (6)
Realty0.9% (10)
Non - Ferrous Metals0.8% (4)
Agricultural Food & other Products0.7% (8)
Transport Services0.7% (6)
Food Products0.7% (6)
Leisure Services0.7% (14)
Personal Products0.7% (7)
Transport Infrastructure0.6% (3)
Gas0.6% (8)
Fertilizers & Agrochemicals0.6% (8)
Oil0.6% (3)
Beverages0.5% (4)
Financial Technology (Fintech)0.5% (2)
Diversified Metals0.4% (1)
Agricultural, Commercial & Construction Vehicles0.4% (4)
Industrial Manufacturing0.4% (9)
Consumable Fuels0.3% (1)
Minerals & Mining0.3% (4)
IT - Services0.3% (7)
Textiles & Apparels0.2% (6)
Metals & Minerals Trading0.2% (1)
Commercial Services & Supplies0.2% (5)
Entertainment0.1% (4)
Diversified0.1% (3)
Cigarettes & Tobacco Products0.0% (1)
Household Products0.0% (2)
Paper, Forest & Jute Products0.0% (1)
Telecom - Equipment & Accessories0.0% (2)
Healthcare Equipment & Supplies0.0% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for SBI Nifty 500 Index
- vs HDFC BSE 500 INDEX98.3% · 477 stocks
- vs HDFC500ETF98.3% · 477 stocks
- vs SPBSEETF87.8% · 447 stocks
- vs SBI BSE 100 ETF72.8% · 100 stocks
- vs Nippon India ETF Nifty 10070.7% · 100 stocks
More comparisons for HDFC Nifty500 Multicap 50.25.2
- 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
- vs ICICI Prudential Nifty LargeMi70.0% · 247 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.