Bajaj Finserv Nifty 50 Index Fund vs HDFC Retirement Savings Fund - Equity Plan
Bajaj vs HDFC· Portfolio Overlap Analysis
50.8%High Overlap
22 common stocksRank #9255 / 20,000
Investor takeaway: At 50.8% 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 (22)
| Stock | Wt% in Bajaj Finserv Nifty 50 Index | Wt% in HDFC Retirement Savings Fund - | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 11.82% | 7.62% | 7.62% |
ICICI Bank Limited Banks | 8.58% | 6.31% | 6.31% |
Reliance Industries Limited Petroleum Products | 8.19% | 3.99% | 3.99% |
Axis Bank Limited Banks | 3.45% | 4.75% | 3.45% |
State Bank of India Banks | 4.34% | 3.44% | 3.44% |
Infosys Limited IT - Software | 3.96% | 2.98% | 2.98% |
Bharti Airtel Limited Telecom - Services | 4.56% | 2.69% | 2.69% |
Kotak Mahindra Bank Limited Banks | 2.66% | 3.39% | 2.66% |
Larsen & Toubro Limited Construction | 4.37% | 2.45% | 2.45% |
Tata Consultancy Services Limited IT - Software | 2.35% | 2.64% | 2.35% |
Maruti Suzuki India Limited Automobiles | 1.70% | 3.19% | 1.70% |
ITC Limited Diversified FMCG | 2.63% | 1.48% | 1.48% |
NTPC Limited Power | 1.58% | 1.37% | 1.37% |
HCL Technologies Limited IT - Software | 1.28% | 1.99% | 1.28% |
Power Grid Corporation of India Limited Power | 1.18% | 2.14% | 1.18% |
Tata Steel Limited Ferrous Metals | 1.53% | 1.06% | 1.06% |
Bajaj Auto Limited Automobiles | 0.96% | 1.93% | 0.96% |
Eicher Motors Limited Automobiles | 0.96% | 1.72% | 0.96% |
InterGlobe Aviation Limited Transport Services | 0.95% | 0.83% | 0.83% |
Apollo Hospitals Enterprise Limited Healthcare Services | 0.70% | 0.84% | 0.70% |
HDFC Life Insurance Company Limited Insurance | 0.67% | 1.13% | 0.67% |
Cipla Limited Pharmaceuticals & Biotechnology | 0.66% | 0.96% | 0.66% |
Unique to Bajaj Finserv Nifty 50 Index
- Mahindra & Mahindra Limited2.64%
Unique to HDFC Retirement Savings Fund -
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks23.5% (5)
IT - Software6.6% (3)
Petroleum Products4.0% (1)
Automobiles3.6% (3)
Telecom - Services2.7% (1)
Power2.5% (2)
Construction2.5% (1)
Diversified FMCG1.5% (1)
Ferrous Metals1.1% (1)
Transport Services0.8% (1)
Healthcare Services0.7% (1)
Insurance0.7% (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 Retirement Savings Fund -
- vs HDFC Retirement Savings Fund -64.1% · 52 stocks
- vs HDFC ELSS Tax saver57.2% · 32 stocks
- vs HDFC Hybrid Equity53.0% · 35 stocks
- vs HDFC Flexi Cap51.6% · 26 stocks
- vs LIC MF NIFTY 50 ETF50.8% · 22 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.