HDFC Balanced Advantage Fund vs IB33-GROWW NIFTY 200 ETF
HDFC vs Groww· Portfolio Overlap Analysis
49.2%High Overlap
86 common stocksRank #10981 / 20,000
Investor takeaway: At 49.2% 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 (86)
| Stock | Wt% in HDFC Balanced Advantage | Wt% in IB33-GROWW NIFTY 200 ETF | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 4.77% | 5.82% | 4.77% |
HDFC Bank Ltd. Banks | 4.50% | 8.03% | 4.50% |
Reliance Industries Ltd. Petroleum Products | 3.75% | 5.56% | 3.75% |
State Bank of India Banks | 3.91% | 2.95% | 2.95% |
Bharti Airtel Ltd. Telecom - Services | 2.82% | 3.09% | 2.82% |
Larsen and Toubro Ltd. Construction | 2.62% | 2.97% | 2.62% |
Axis Bank Ltd. Banks | 2.55% | 2.34% | 2.34% |
Infosys Limited IT - Software | 1.97% | 2.69% | 1.97% |
Kotak Mahindra Bank Limited Banks | 1.47% | 1.80% | 1.47% |
ITC LIMITED Diversified FMCG | 1.21% | 1.79% | 1.21% |
Tata Consultancy Services Ltd. IT - Software | 1.20% | 1.59% | 1.20% |
Maruti Suzuki India Limited Automobiles | 1.57% | 1.15% | 1.15% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.35% | 1.09% | 1.09% |
NTPC Limited Power | 2.25% | 1.07% | 1.07% |
Eternal Limited Retailing | 1.01% | 1.05% | 1.01% |
Mahindra & Mahindra Ltd. Automobiles | 0.90% | 1.79% | 0.90% |
HCL Technologies Ltd. IT - Software | 1.30% | 0.87% | 0.87% |
Tata Steel Ltd. Ferrous Metals | 0.75% | 1.04% | 0.75% |
InterGlobe Aviation Ltd. Transport Services | 1.09% | 0.64% | 0.64% |
Coal India Ltd. Consumable Fuels | 1.87% | 0.58% | 0.58% |
SBI Life Insurance Company Ltd. Insurance | 0.80% | 0.54% | 0.54% |
Divis Laboratories Ltd. Pharmaceuticals & Biotechnology | 0.53% | 0.48% | 0.48% |
Bharat Petroleum Corporation Ltd. Petroleum Products | 0.75% | 0.44% | 0.44% |
Cholamandalam Investment & Finance Co. Ltd. Finance | 0.43% | 0.43% | 0.43% |
Indusind Bank Ltd. Banks | 0.60% | 0.37% | 0.37% |
Power Finance Corporation Ltd. Finance | 0.71% | 0.36% | 0.36% |
Bajaj Auto Limited Automobiles | 0.36% | 0.65% | 0.36% |
Hindustan Aeronautics Limited Aerospace & Defense | 0.36% | 0.44% | 0.36% |
Bank of Baroda Banks | 0.90% | 0.35% | 0.35% |
Oil & Natural Gas Corporation Ltd. Oil | 0.34% | 0.64% | 0.34% |
Lupin Ltd. Pharmaceuticals & Biotechnology | 1.22% | 0.33% | 0.33% |
Au Small Finance Bank Ltd. Banks | 0.44% | 0.32% | 0.32% |
Britannia Industries Ltd. Food Products | 0.31% | 0.41% | 0.31% |
Bharat Forge Ltd. Auto Components | 0.33% | 0.30% | 0.30% |
GAIL (India) Ltd. Gas | 0.77% | 0.27% | 0.27% |
Jindal Steel Limited. Ferrous Metals | 0.49% | 0.27% | 0.27% |
REC Limited. Finance | 0.55% | 0.26% | 0.26% |
Hindustan Petroleum Corp. Ltd. Petroleum Products | 0.72% | 0.25% | 0.25% |
United Spirits Limited Beverages | 0.27% | 0.24% | 0.24% |
Hindustan Unilever Ltd. Diversified FMCG | 0.24% | 1.23% | 0.24% |
Adani Energy Solutions Limited Power | 0.33% | 0.21% | 0.21% |
Ashok Leyland Ltd Agricultural, Commercial & Construction Vehicles | 0.21% | 0.36% | 0.21% |
Aurobindo Pharma Ltd. Pharmaceuticals & Biotechnology | 0.31% | 0.20% | 0.20% |
Bajaj Finserv Ltd. Finance | 0.19% | 0.67% | 0.19% |
Trent Ltd. Retailing | 0.19% | 0.51% | 0.19% |
Hyundai Motor India Limited Automobiles | 0.80% | 0.18% | 0.18% |
Ambuja Cements Ltd. Cement & Cement Products | 0.38% | 0.18% | 0.18% |
Glenmark Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 0.18% | 0.19% | 0.18% |
Bosch Limited Auto Components | 0.19% | 0.17% | 0.17% |
HDFC Life Insurance Company Limited Insurance | 0.17% | 0.45% | 0.17% |
Tech Mahindra Ltd. IT - Software | 0.16% | 0.51% | 0.16% |
Vishal Mega Mart Limited Retailing | 0.36% | 0.15% | 0.15% |
MphasiS Limited. IT - Software | 0.27% | 0.15% | 0.15% |
Godrej Properties Ltd. Realty | 0.20% | 0.15% | 0.15% |
NHPC Ltd. Power | 0.21% | 0.14% | 0.14% |
SBI CARDS AND PAYMENT SERVICES LIMITED Finance | 0.14% | 0.14% | 0.14% |
Shriram Finance Ltd. Finance | 0.14% | 0.89% | 0.14% |
Tata Motors Passenger Vehicles Limited Automobiles | 0.14% | 0.47% | 0.14% |
Cipla Ltd. Pharmaceuticals & Biotechnology | 0.13% | 0.45% | 0.13% |
Dr Reddys Laboratories Ltd. Pharmaceuticals & Biotechnology | 0.12% | 0.46% | 0.12% |
Jio Financial Services Limited Finance | 0.12% | 0.49% | 0.12% |
Life Insurance Corporation of India Insurance | 0.17% | 0.11% | 0.11% |
Asian Paints Limited Consumer Durables | 0.11% | 0.63% | 0.11% |
CG Power and Industrial Solutions Ltd. Electrical Equipment | 0.11% | 0.29% | 0.11% |
Avenue Supermarts Ltd. Retailing | 0.10% | 0.33% | 0.10% |
JSW Energy Ltd. Power | 0.09% | 0.15% | 0.09% |
Bharat Dynamics Limited Aerospace & Defense | 0.25% | 0.07% | 0.07% |
Indraprastha Gas Ltd. Gas | 0.10% | 0.07% | 0.07% |
ITC Hotels Limited Leisure Services | 0.07% | 0.10% | 0.07% |
Torrent Power Ltd. Power | 0.07% | 0.18% | 0.07% |
Housing and Urban Development Corporation Ltd. Finance | 0.06% | 0.06% | 0.06% |
360 ONE WAM LIMITED Capital Markets | 0.05% | 0.17% | 0.05% |
Alkem Laboratories Ltd. Pharmaceuticals & Biotechnology | 0.05% | 0.19% | 0.05% |
Bharti Hexacom Limited Telecom - Services | 0.05% | 0.07% | 0.05% |
Colgate-Palmolive ( I ) Ltd. Personal Products | 0.04% | 0.17% | 0.04% |
Fortis Healthcare Limited Healthcare Services | 0.04% | 0.29% | 0.04% |
INFO EDGE (INDIA) LIMITED Retailing | 0.04% | 0.24% | 0.04% |
VODAFONE IDEA LIMITED Telecom - Services | 0.04% | 0.17% | 0.04% |
Adani Ports & Special Economic Zone Transport Infrastructure | 0.03% | 0.66% | 0.03% |
Bajaj Housing Finance Ltd. Finance | 0.02% | 0.05% | 0.02% |
L&T Finance Ltd. Finance | 0.02% | 0.14% | 0.02% |
Varun Beverages Ltd Beverages | 0.02% | 0.37% | 0.02% |
Union Bank of India Banks | 0.01% | 0.23% | 0.01% |
UPL Ltd. Fertilizers & Agrochemicals | 0.01% | 0.21% | 0.01% |
Indus Towers Limited Telecom - Services | 0.00% | 0.35% | 0.00% |
Tata Consumer Products Limited Agricultural Food & Other Products | 0.00% | 0.44% | 0.00% |
Unique to HDFC Balanced Advantage
All top holdings are shared with the other fund.
Unique to IB33-GROWW NIFTY 200 ETF
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks17.1% (9)
Petroleum Products4.4% (3)
IT - Software4.3% (5)
Telecom - Services2.9% (4)
Automobiles2.7% (5)
Construction2.6% (1)
Pharmaceuticals & Biotechnology2.6% (8)
Finance1.7% (10)
Power1.6% (5)
Retailing1.5% (5)
Diversified FMCG1.4% (2)
Ferrous Metals1.0% (2)
Insurance0.8% (3)
Transport Services0.6% (1)
Consumable Fuels0.6% (1)
Auto Components0.5% (2)
Aerospace & Defense0.4% (2)
Oil0.3% (1)
Gas0.3% (2)
Food Products0.3% (1)
Beverages0.3% (2)
Agricultural, Commercial & Construction Vehicles0.2% (1)
Cement & Cement Products0.2% (1)
Realty0.1% (1)
Consumer Durables0.1% (1)
Electrical Equipment0.1% (1)
Leisure Services0.1% (1)
Capital Markets0.1% (1)
Personal Products0.0% (1)
Healthcare Services0.0% (1)
Transport Infrastructure0.0% (1)
Fertilizers & Agrochemicals0.0% (1)
Agricultural Food & Other Products0.0% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.