Bajaj Finserv Nifty 50 Index Fund vs HDFC ELSS Tax saver
Bajaj vs HDFC· Portfolio Overlap Analysis
54.3%High Overlap
25 common stocksRank #7142 / 20,000
Investor takeaway: At 54.3% 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 (25)
| Stock | Wt% in Bajaj Finserv Nifty 50 Index | Wt% in HDFC ELSS Tax saver | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 11.82% | 8.87% | 8.87% |
ICICI Bank Limited Banks | 8.58% | 9.13% | 8.58% |
State Bank of India Banks | 4.34% | 5.06% | 4.34% |
Bharti Airtel Limited Telecom - Services | 4.56% | 3.84% | 3.84% |
Axis Bank Limited Banks | 3.45% | 7.38% | 3.45% |
Reliance Industries Limited Petroleum Products | 8.19% | 2.79% | 2.79% |
Kotak Mahindra Bank Limited Banks | 2.66% | 4.37% | 2.66% |
Infosys Limited IT - Software | 3.96% | 1.96% | 1.96% |
Maruti Suzuki India Limited Automobiles | 1.70% | 4.92% | 1.70% |
Larsen & Toubro Limited Construction | 4.37% | 1.63% | 1.63% |
Tata Steel Limited Ferrous Metals | 1.53% | 1.92% | 1.53% |
HCL Technologies Limited IT - Software | 1.28% | 2.80% | 1.28% |
Power Grid Corporation of India Limited Power | 1.18% | 1.98% | 1.18% |
ITC Limited Diversified FMCG | 2.63% | 1.12% | 1.12% |
JSW Steel Limited Ferrous Metals | 1.03% | 1.52% | 1.03% |
Eternal Limited Retailing | 1.54% | 0.96% | 0.96% |
Bajaj Auto Limited Automobiles | 0.96% | 2.85% | 0.96% |
InterGlobe Aviation Limited Transport Services | 0.95% | 1.16% | 0.95% |
Oil & Natural Gas Corporation Limited Oil | 0.95% | 1.18% | 0.95% |
Eicher Motors Limited Automobiles | 0.96% | 0.87% | 0.87% |
SBI Life Insurance Company Limited Insurance | 0.80% | 5.52% | 0.80% |
Tech Mahindra Limited IT - Software | 0.75% | 0.82% | 0.75% |
Mahindra & Mahindra Limited Automobiles | 2.64% | 0.72% | 0.72% |
Apollo Hospitals Enterprise Limited Healthcare Services | 0.70% | 1.29% | 0.70% |
Cipla Limited Pharmaceuticals & Biotechnology | 0.66% | 1.00% | 0.66% |
Unique to Bajaj Finserv Nifty 50 Index
All top holdings are shared with the other fund.
Unique to HDFC ELSS Tax saver
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks27.9% (5)
Automobiles4.3% (4)
IT - Software4.0% (3)
Telecom - Services3.8% (1)
Petroleum Products2.8% (1)
Ferrous Metals2.6% (2)
Construction1.6% (1)
Power1.2% (1)
Diversified FMCG1.1% (1)
Retailing1.0% (1)
Transport Services0.9% (1)
Oil0.9% (1)
Insurance0.8% (1)
Healthcare Services0.7% (1)
Pharmaceuticals & Biotechnology0.7% (1)
More comparisons for Bajaj Finserv Nifty 50 Index
- 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 Mirae Asset Nifty 50 ETF99.9% · 50 stocks
- vs SBI Nifty Index99.9% · 50 stocks
More comparisons for HDFC ELSS Tax saver
- vs HDFC Flexi Cap70.0% · 35 stocks
- vs HDFC Focused64.7% · 22 stocks
- vs HDFC Retirement Savings Fund -57.2% · 32 stocks
- vs HDFC NIFTY 50 ETF54.3% · 25 stocks
- vs HDFC Nifty 50 Index54.3% · 25 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.