Bajaj Finserv Banking and Financial Services Fund vs HDFC Banking & Financial Services Fund
Bajaj vs HDFC· Portfolio Overlap Analysis
62.8%High Overlap
14 common stocksRank #4621 / 5,000
Investor takeaway: These funds overlap 62.8%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (14)
| Stock | Wt% in Bajaj Finserv Banking and Fina | Wt% in HDFC Banking & Financial Servi | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 16.42% | 16.63% | 16.42% |
ICICI Bank Limited Banks | 12.49% | 13.99% | 12.49% |
Axis Bank Limited Banks | 9.32% | 8.71% | 8.71% |
State Bank of India Banks | 8.44% | 7.46% | 7.46% |
Kotak Mahindra Bank Limited Banks | 6.96% | 8.13% | 6.96% |
Shriram Finance Limited Finance | 3.40% | 4.89% | 3.40% |
Bajaj Finance Limited Finance | 1.71% | 4.36% | 1.71% |
Bajaj Finserv Limited Finance | 1.92% | 1.22% | 1.22% |
PNB Housing Finance Limited Finance | 1.76% | 1.17% | 1.17% |
Angel One Limited Capital Markets | 1.16% | 1.09% | 1.09% |
IndusInd Bank Limited Banks | 0.73% | 1.63% | 0.73% |
Medi Assist Healthcare Services Limited Insurance | 0.64% | 0.70% | 0.64% |
PB Fintech Limited Financial Technology (Fintech) | 0.50% | 0.77% | 0.50% |
Max Financial Services Limited Insurance | 0.26% | 1.61% | 0.26% |
Unique to Bajaj Finserv Banking and Fina
- The Federal Bank Limited4.41%
- Manappuram Finance Limited3.70%
- Go Digit General Insurance Limited2.69%
- RBL Bank Limited2.66%
Unique to HDFC Banking & Financial Servi
- SBI Life Insurance Company Ltd.3.12%
- Au Small Finance Bank Ltd.2.97%
- Karur Vysya Bank Ltd.2.33%
Sector Overlap Breakdown
Banks52.8% (6)
Finance7.5% (4)
Capital Markets1.1% (1)
Insurance0.9% (2)
Financial Technology (Fintech)0.5% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.