ADITYA BIRLA SUN LIFE NIFTY 50 ETF vs HDFC Retirement Savings Fund - Hybrid-Equity Plan
ABSL vs HDFC· Portfolio Overlap Analysis
43.8%High Overlap
21 common stocksRank #17916 / 20,000
Investor takeaway: At 43.8% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (21)
| Stock | Wt% in ADITYA BIRLA SUN LIFE NIFTY 50 | Wt% in HDFC Retirement Savings Fund - | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 11.82% | 6.25% | 6.25% |
ICICI Bank Limited Banks | 8.57% | 5.66% | 5.66% |
State Bank of India Banks | 4.34% | 3.53% | 3.53% |
Reliance Industries Limited Petroleum Products | 8.19% | 3.27% | 3.27% |
Axis Bank Limited Banks | 3.45% | 3.25% | 3.25% |
Kotak Mahindra Bank Limited Banks | 2.66% | 2.68% | 2.66% |
Tata Consultancy Services Limited IT - Software | 2.34% | 2.32% | 2.32% |
Infosys Limited IT - Software | 3.96% | 2.29% | 2.29% |
Bharti Airtel Limited Telecom - Services | 4.56% | 2.21% | 2.21% |
Larsen & Toubro Limited Construction | 4.37% | 1.88% | 1.88% |
Maruti Suzuki India Limited Automobiles | 1.70% | 2.62% | 1.70% |
ITC Limited Diversified FMCG | 2.63% | 1.29% | 1.29% |
HCL Technologies Limited IT - Software | 1.28% | 1.63% | 1.28% |
Power Grid Corporation of India Limited Power | 1.18% | 1.75% | 1.18% |
Bajaj Auto Limited Automobiles | 0.96% | 1.46% | 0.96% |
Tata Steel Limited Ferrous Metals | 1.53% | 0.87% | 0.87% |
SBI Life Insurance Company Limited Insurance | 0.80% | 0.90% | 0.80% |
NTPC Limited Power | 1.58% | 0.78% | 0.78% |
HDFC Life Insurance Company Limited Insurance | 0.67% | 0.84% | 0.67% |
Cipla Limited Pharmaceuticals & Biotechnology | 0.66% | 0.79% | 0.66% |
Wipro Limited IT - Software | 0.50% | 0.24% | 0.24% |
Unique to ADITYA BIRLA SUN LIFE NIFTY 50
- Mahindra & Mahindra Limited2.64%
Unique to HDFC Retirement Savings Fund -
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks21.4% (5)
IT - Software6.1% (4)
Petroleum Products3.3% (1)
Automobiles2.7% (2)
Telecom - Services2.2% (1)
Power2.0% (2)
Construction1.9% (1)
Insurance1.5% (2)
Diversified FMCG1.3% (1)
Ferrous Metals0.9% (1)
Pharmaceuticals & Biotechnology0.7% (1)
More comparisons for ADITYA BIRLA SUN LIFE NIFTY 50
- vs HDFC NIFTY 50 ETF99.9% · 50 stocks
- vs HDFC Nifty 50 Index99.9% · 50 stocks
- vs ICICI Prudential Nifty 50 ETF99.9% · 50 stocks
- vs Invesco India NIFTY 50 Exchang99.9% · 50 stocks
- vs Kotak Nifty 50 ETF99.9% · 50 stocks
More comparisons for HDFC Retirement Savings Fund -
- vs HDFC Retirement Savings Fund -64.1% · 52 stocks
- vs HDFC ELSS Tax saver48.0% · 30 stocks
- vs HDFC Hybrid Equity47.0% · 32 stocks
- vs ADITYA BIRLA SUN LIFE LARGE CA44.2% · 25 stocks
- vs HDFC Dividend Yield44.1% · 34 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.