EDEL NIFTY ALPHA LOW VOLATILITY 30 INDEX FUND vs HDFC NIFTY100 LOW VOLATILITY 30 ETF
Edelweiss vs HDFC· Portfolio Overlap Analysis
66.5%High Overlap
20 common stocksRank #3626 / 20,000
Investor takeaway: These funds overlap 66.5%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (20)
| Stock | Wt% in EDEL NIFTY ALPHA LOW VOLATILIT | Wt% in HDFC NIFTY100 LOW VOLATILITY 3 | Overlap |
|---|---|---|---|
State Bank of India Banks | 4.97% | 4.83% | 4.83% |
ICICI Bank Ltd. Banks | 4.36% | 4.42% | 4.36% |
HDFC Bank Ltd. Banks | 4.21% | 4.01% | 4.01% |
Titan Company Ltd. Consumer Durables | 3.70% | 3.66% | 3.66% |
Britannia Industries Ltd. Food Products | 3.79% | 3.64% | 3.64% |
SBI Life Insurance Company Ltd. Insurance | 4.24% | 3.59% | 3.59% |
Nestle India Ltd. Food Products | 3.59% | 3.70% | 3.59% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 3.27% | 3.73% | 3.27% |
Reliance Industries Ltd. Petroleum Products | 3.29% | 3.20% | 3.20% |
Pidilite Industries Ltd. Chemicals & Petrochemicals | 3.18% | 3.16% | 3.16% |
Torrent Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 3.12% | 3.51% | 3.12% |
Maruti Suzuki India Ltd. Automobiles | 3.81% | 3.08% | 3.08% |
Asian Paints Ltd. Consumer Durables | 3.07% | 3.09% | 3.07% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 3.02% | 3.57% | 3.02% |
Bharti Airtel Ltd. Telecom - Services | 3.28% | 3.00% | 3.00% |
Ultratech Cement Ltd. Cement & Cement Products | 2.97% | 3.63% | 2.97% |
Kotak Mahindra Bank Ltd. Banks | 2.86% | 2.98% | 2.86% |
Bajaj Finserv Ltd. Finance | 2.96% | 2.82% | 2.82% |
Dr. Reddy's Laboratories Ltd. Pharmaceuticals & Biotechnology | 2.81% | 3.38% | 2.81% |
Shree Cement Ltd. Cement & Cement Products | 2.40% | 3.05% | 2.40% |
Unique to EDEL NIFTY ALPHA LOW VOLATILIT
- Eicher Motors Ltd.4.11%
- The Federal Bank Ltd.3.45%
Unique to HDFC NIFTY100 LOW VOLATILITY 3
- Hindustan Unilever Ltd.3.91%
Sector Overlap Breakdown
Banks16.1% (4)
Pharmaceuticals & Biotechnology8.9% (3)
Food Products7.2% (2)
Consumer Durables6.7% (2)
Cement & Cement Products5.4% (2)
Insurance3.6% (1)
Healthcare Services3.3% (1)
Petroleum Products3.2% (1)
Chemicals & Petrochemicals3.2% (1)
Automobiles3.1% (1)
Telecom - Services3.0% (1)
Finance2.8% (1)
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More comparisons for HDFC NIFTY100 LOW VOLATILITY 3
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.