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)

StockWt% in ADITYA BIRLA SUN LIFE NIFTY 50Wt% 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

Banks
21.4% (5)
IT - Software
6.1% (4)
Petroleum Products
3.3% (1)
Automobiles
2.7% (2)
Telecom - Services
2.2% (1)
Power
2.0% (2)
Construction
1.9% (1)
Insurance
1.5% (2)
Diversified FMCG
1.3% (1)
Ferrous Metals
0.9% (1)
Pharmaceuticals & Biotechnology
0.7% (1)

More comparisons for ADITYA BIRLA SUN LIFE NIFTY 50

More comparisons for HDFC Retirement Savings Fund -

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