Bajaj Finserv Nifty 50 Index Fund vs HDFC Flexi Cap Fund
Bajaj vs HDFC· Portfolio Overlap Analysis
49.1%High Overlap
23 common stocksRank #11189 / 20,000
Investor takeaway: At 49.1% 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 (23)
| Stock | Wt% in Bajaj Finserv Nifty 50 Index | Wt% in HDFC Flexi Cap | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 8.58% | 8.78% | 8.58% |
HDFC Bank Limited Banks | 11.82% | 7.25% | 7.25% |
State Bank of India Banks | 4.34% | 5.26% | 4.34% |
Axis Bank Limited Banks | 3.45% | 7.44% | 3.45% |
Bharti Airtel Limited Telecom - Services | 4.56% | 3.06% | 3.06% |
Larsen & Toubro Limited Construction | 4.37% | 2.85% | 2.85% |
Kotak Mahindra Bank Limited Banks | 2.66% | 3.76% | 2.66% |
Infosys Limited IT - Software | 3.96% | 1.73% | 1.73% |
Maruti Suzuki India Limited Automobiles | 1.70% | 2.96% | 1.70% |
Tata Steel Limited Ferrous Metals | 1.53% | 1.67% | 1.53% |
Eternal Limited Retailing | 1.54% | 1.49% | 1.49% |
HCL Technologies Limited IT - Software | 1.28% | 2.94% | 1.28% |
Power Grid Corporation of India Limited Power | 1.18% | 2.71% | 1.18% |
JSW Steel Limited Ferrous Metals | 1.03% | 1.79% | 1.03% |
Bajaj Auto Limited Automobiles | 0.96% | 1.99% | 0.96% |
Eicher Motors Limited Automobiles | 0.96% | 2.55% | 0.96% |
InterGlobe Aviation Limited Transport Services | 0.95% | 1.87% | 0.95% |
Oil & Natural Gas Corporation Limited Oil | 0.95% | 1.53% | 0.95% |
SBI Life Insurance Company Limited Insurance | 0.80% | 4.06% | 0.80% |
Cipla Limited Pharmaceuticals & Biotechnology | 0.66% | 2.82% | 0.66% |
Max Healthcare Institute Limited Healthcare Services | 0.71% | 0.59% | 0.59% |
Apollo Hospitals Enterprise Limited Healthcare Services | 0.70% | 0.56% | 0.56% |
Tata Consultancy Services Limited IT - Software | 2.35% | 0.50% | 0.50% |
Unique to Bajaj Finserv Nifty 50 Index
- Reliance Industries Limited8.19%
- Mahindra & Mahindra Limited2.64%
Unique to HDFC Flexi Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks26.3% (5)
Automobiles3.6% (3)
IT - Software3.5% (3)
Telecom - Services3.1% (1)
Construction2.9% (1)
Ferrous Metals2.6% (2)
Retailing1.5% (1)
Power1.2% (1)
Healthcare Services1.1% (2)
Transport Services0.9% (1)
Oil0.9% (1)
Insurance0.8% (1)
Pharmaceuticals & Biotechnology0.7% (1)
More comparisons for Bajaj Finserv Nifty 50 Index
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- 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 Flexi Cap
- vs HDFC ELSS Tax saver70.0% · 35 stocks
- vs HDFC Focused67.3% · 27 stocks
- vs HDFC Retirement Savings Fund -51.6% · 26 stocks
- vs HDFC NIFTY 50 ETF49.1% · 23 stocks
- vs HDFC Nifty 50 Index49.1% · 23 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.