HDFC BSE 500 INDEX FUND vs SBI Arbitrage Opportunities Fund

HDFC vs SBI· Portfolio Overlap Analysis

51.2%High Overlap
184 common stocksRank #8944 / 20,000

Investor takeaway: At 51.2% 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 (184)

StockWt% in HDFC BSE 500 INDEXWt% in SBI Arbitrage OpportunitiesOverlap
HDFC Bank Ltd.
Banks
7.02%6.00%6.00%
ICICI Bank Ltd.
Banks
5.12%4.08%4.08%
Reliance Industries Ltd.
Petroleum Products
4.90%2.01%2.01%
Axis Bank Ltd.
Banks
2.05%1.71%1.71%
Tata Consultancy Services Ltd.
IT - Software
1.39%1.51%1.39%
ITC LIMITED
Diversified FMCG
1.57%1.31%1.31%
Bharti Airtel Ltd.
Telecom - Services
2.73%1.19%1.19%
Kotak Mahindra Bank Limited
Banks
1.59%0.99%0.99%
Larsen and Toubro Ltd.
Construction
2.60%0.88%0.88%
Bharat Electronics Ltd.
Aerospace & Defense
0.83%1.46%0.83%
Eternal Limited
Retailing
0.89%0.81%0.81%
Mahindra & Mahindra Ltd.
Automobiles
1.58%0.80%0.80%
Shriram Finance Ltd.
Finance
0.78%1.10%0.78%
State Bank of India
Banks
2.59%0.77%0.77%
Vedanta Ltd.
Diversified Metals
0.63%1.53%0.63%
JSW Steel Ltd.
Ferrous Metals
0.61%1.65%0.61%
Adani Ports & Special Economic Zone
Transport Infrastructure
0.58%0.69%0.58%
Tata Steel Ltd.
Ferrous Metals
0.91%0.56%0.56%
InterGlobe Aviation Ltd.
Transport Services
0.56%0.76%0.56%
Grasim Industries Ltd.
Cement & Cement Products
0.55%0.87%0.55%
Asian Paints Limited
Consumer Durables
0.56%0.52%0.52%
TVS Motor Company Ltd.
Automobiles
0.47%0.49%0.47%
Maruti Suzuki India Limited
Automobiles
1.02%0.46%0.46%
Titan Company Ltd.
Consumer Durables
0.92%0.45%0.45%
Jio Financial Services Limited
Finance
0.44%0.99%0.44%
Coal India Ltd.
Consumable Fuels
0.51%0.43%0.43%
Divis Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.42%0.48%0.42%
Trent Ltd.
Retailing
0.45%0.40%0.40%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
0.95%0.39%0.39%
Oil & Natural Gas Corporation Ltd.
Oil
0.57%0.39%0.39%
Hindustan Aeronautics Limited
Aerospace & Defense
0.38%1.13%0.38%
Hindalco Industries Ltd.
Non - Ferrous Metals
0.69%0.37%0.37%
Cholamandalam Investment & Finance Co. Ltd.
Finance
0.38%0.36%0.36%
Indian Oil Corporation Ltd.
Petroleum Products
0.36%0.44%0.36%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
0.41%0.35%0.35%
Bajaj Finserv Ltd.
Finance
0.60%0.34%0.34%
Bajaj Finance Ltd.
Finance
1.35%0.32%0.32%
HDFC Life Insurance Company Limited
Insurance
0.40%0.32%0.32%
Multi Commodity Exchange of India L
Capital Markets
0.32%0.36%0.32%
Varun Beverages Ltd
Beverages
0.32%0.42%0.32%
NTPC Limited
Power
0.94%0.31%0.31%
UltraTech Cement Limited
Cement & Cement Products
0.78%0.31%0.31%
Power Grid Corporation of India Ltd.
Power
0.71%0.31%0.31%
Indus Towers Limited
Telecom - Services
0.31%0.83%0.31%
Power Finance Corporation Ltd.
Finance
0.31%1.05%0.31%
Tech Mahindra Ltd.
IT - Software
0.45%0.30%0.30%
Tata Consumer Products Limited
Agricultural Food & Other Products
0.39%0.30%0.30%
Indian Hotels Company Ltd.
Leisure Services
0.31%0.30%0.30%
Lupin Ltd.
Pharmaceuticals & Biotechnology
0.29%0.40%0.29%
Samvardhana Motherson International Ltd.
Auto Components
0.31%0.28%0.28%
Tata Motors Passenger Vehicles Limited
Automobiles
0.42%0.27%0.27%
Canara Bank
Banks
0.27%0.27%0.27%
Suzlon Energy Ltd
Electrical Equipment
0.27%0.35%0.27%
Bank of Baroda
Banks
0.31%0.25%0.25%
Max Financial Services Ltd.
Insurance
0.25%0.45%0.25%
Britannia Industries Ltd.
Food Products
0.37%0.24%0.24%
GAIL (India) Ltd.
Gas
0.24%0.30%0.24%
PB Fintech Limited
Financial Technology (Fintech)
0.26%0.23%0.23%
One 97 Communications Limited
Financial Technology (Fintech)
0.23%0.27%0.23%
Punjab National Bank
Banks
0.23%0.79%0.23%
REC Limited.
Finance
0.23%0.73%0.23%
Bharat Petroleum Corporation Ltd.
Petroleum Products
0.39%0.22%0.22%
Hindustan Petroleum Corp. Ltd.
Petroleum Products
0.22%0.35%0.22%
Laurus Labs Ltd.
Pharmaceuticals & Biotechnology
0.22%0.42%0.22%
APL Apollo Tubes Ltd.
Industrial Products
0.21%0.26%0.21%
Marico Ltd.
Agricultural Food & Other Products
0.21%0.29%0.21%
DLF LIMITED
Realty
0.20%0.57%0.20%
The Tata Power Company Ltd.
Power
0.33%0.19%0.19%
Coforge Limited
IT - Software
0.21%0.19%0.19%
GMR Airports Limited
Transport Infrastructure
0.19%0.71%0.19%
Infosys Limited
IT - Software
2.41%0.18%0.18%
Dr Reddys Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.41%0.18%0.18%
Aurobindo Pharma Ltd.
Pharmaceuticals & Biotechnology
0.18%0.62%0.18%
Bharat Heavy Electricals Ltd.
Electrical Equipment
0.18%0.78%0.18%
Havells India Ltd.
Consumer Durables
0.18%0.18%0.18%
SRF Ltd.
Chemicals & Petrochemicals
0.19%0.17%0.17%
Adani Energy Solutions Limited
Power
0.17%0.45%0.17%
Glenmark Pharmaceuticals Ltd.
Pharmaceuticals & Biotechnology
0.17%0.66%0.17%
National Aluminium Co. Ltd.
Non - Ferrous Metals
0.17%0.53%0.17%
Solar Industries India Ltd.
Chemicals & Petrochemicals
0.17%0.38%0.17%
Ambuja Cements Ltd.
Cement & Cement Products
0.16%0.45%0.16%
Dabur India Ltd.
Personal Products
0.16%0.25%0.16%
The Phoenix Mills Limited
Realty
0.16%0.26%0.16%
IDFC First Bank Limited
Banks
0.25%0.15%0.15%
Dixon Technologies (India) Ltd.
Consumer Durables
0.22%0.15%0.15%
Adani Green Energy Limited
Power
0.15%0.60%0.15%
NMDC Limited
Minerals & Mining
0.15%0.61%0.15%
VODAFONE IDEA LIMITED
Telecom - Services
0.15%1.21%0.15%
Fortis Healthcare Limited
Healthcare Services
0.25%0.14%0.14%
Aditya Birla Capital ltd.
Finance
0.14%0.42%0.14%
Biocon Ltd.
Pharmaceuticals & Biotechnology
0.14%0.17%0.14%
JSW Energy Ltd.
Power
0.14%0.35%0.14%
Lodha Developers Limited
Realty
0.14%0.17%0.14%
Nestle India Ltd.
Food Products
0.48%0.13%0.13%
Bosch Limited
Auto Components
0.16%0.13%0.13%
Hindustan Zinc Ltd.
Non - Ferrous Metals
0.13%0.38%0.13%
ICICI Prudential Life Insurance Company Ltd.
Insurance
0.13%0.29%0.13%
Petronet LNG Ltd.
Gas
0.13%0.23%0.13%
SBI Life Insurance Company Ltd.
Insurance
0.48%0.12%0.12%
Au Small Finance Bank Ltd.
Banks
0.28%0.12%0.12%
United Spirits Limited
Beverages
0.21%0.12%0.12%
Fsn Ecommerce Ventures Limited (Nykaa)
Retailing
0.19%0.12%0.12%
Sona Blw Precision Forgings
Auto Components
0.12%0.19%0.12%
Steel Authority Of India Ltd.
Ferrous Metals
0.12%0.63%0.12%
Max Healthcare Institute Limited
Healthcare Services
0.42%0.11%0.11%
Bank of India
Banks
0.11%0.15%0.11%
UNO Minda Limited
Auto Components
0.11%0.17%0.11%
Cipla Ltd.
Pharmaceuticals & Biotechnology
0.40%0.10%0.10%
Godrej Consumer Products Ltd.
Personal Products
0.25%0.10%0.10%
UPL Ltd.
Fertilizers & Agrochemicals
0.18%0.10%0.10%
Delhivery Limited
Transport Services
0.12%0.10%0.10%
RBL Bank Ltd.
Banks
0.10%0.26%0.10%
Zydus Lifesciences Limited
Pharmaceuticals & Biotechnology
0.12%0.09%0.09%
Container Corporation of India Ltd.
Transport Services
0.09%0.22%0.09%
Crompton Greaves Consumer Elec. Ltd.
Consumer Durables
0.09%0.32%0.09%
Mazagon Dock Shipbuilders Ltd
Industrial Manufacturing
0.09%0.09%0.09%
Patanjali Foods Limited
Agricultural Food & Other Products
0.09%0.32%0.09%
HDFC Asset Management Company Ltd.
Capital Markets
0.28%0.08%0.08%
Polycab India Limited
Industrial Products
0.26%0.08%0.08%
INFO EDGE (INDIA) LIMITED
Retailing
0.21%0.08%0.08%
MphasiS Limited.
IT - Software
0.14%0.08%0.08%
Bandhan Bank Ltd.
Banks
0.08%0.28%0.08%
Exide Industries Ltd.
Auto Components
0.08%0.23%0.08%
Kalyan Jewellers India Ltd
Consumer Durables
0.08%0.26%0.08%
LIC Housing Finance Ltd.
Finance
0.08%0.40%0.08%
Life Insurance Corporation of India
Insurance
0.08%0.11%0.08%
Manappuram Finance Ltd.
Finance
0.08%0.34%0.08%
PNB Housing Finance Ltd.
Finance
0.08%0.25%0.08%
Colgate-Palmolive ( I ) Ltd.
Personal Products
0.15%0.07%0.07%
Hero MotoCorp Ltd.
Automobiles
0.39%0.06%0.06%
Hitachi Energy India Ltd.
Electrical Equipment
0.17%0.06%0.06%
NHPC Ltd.
Power
0.12%0.06%0.06%
Angel One Ltd.
Capital Markets
0.07%0.06%0.06%
KAYNES TECHNOLOGY INDIA LIMITED
Industrial Manufacturing
0.06%0.06%0.06%
Sammaan Capital Limited
Finance
0.06%0.31%0.06%
The Federal Bank Ltd.
Banks
0.38%0.05%0.05%
360 ONE WAM LIMITED
Capital Markets
0.15%0.05%0.05%
Godrej Properties Ltd.
Realty
0.13%0.05%0.05%
Oracle Financial Ser Software Ltd.
IT - Software
0.08%0.05%0.05%
INOX Wind Limited
Electrical Equipment
0.05%0.13%0.05%
NBCC (India) Limited
Construction
0.05%0.10%0.05%
Tata Technologies Limited
IT - Services
0.05%0.05%0.05%
HCL Technologies Ltd.
IT - Software
0.76%0.04%0.04%
Bajaj Holdings & Investment Ltd
Finance
0.24%0.04%0.04%
Alkem Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.17%0.04%0.04%
Prestige Estates Projects Ltd.
Realty
0.12%0.04%0.04%
Premier Energies Limited
Electrical Equipment
0.04%0.09%0.04%
Syngene International Limited
Healthcare Services
0.04%0.10%0.04%
Hindustan Unilever Ltd.
Diversified FMCG
1.08%0.03%0.03%
Cummins India Ltd.
Industrial Products
0.35%0.03%0.03%
Indusind Bank Ltd.
Banks
0.33%0.03%0.03%
Blue Star Ltd.
Consumer Durables
0.13%0.03%0.03%
Waaree Energies Limited
Electrical Equipment
0.13%0.03%0.03%
L&T Finance Ltd.
Finance
0.12%0.03%0.03%
Computer Age Management Services
Capital Markets
0.08%0.03%0.03%
Eicher Motors Ltd.
Automobiles
0.57%0.02%0.02%
ADANI ENTERPRISES LIMTIED
Metals & Minerals Trading
0.30%0.02%0.02%
Wipro Ltd.
IT - Software
0.30%0.02%0.02%
Persistent Systems Limited
IT - Software
0.27%0.02%0.02%
CG Power and Industrial Solutions Ltd.
Electrical Equipment
0.25%0.02%0.02%
Voltas Ltd.
Consumer Durables
0.19%0.02%0.02%
Indian Bank
Banks
0.18%0.02%0.02%
Siemens Ltd.
Electrical Equipment
0.16%0.02%0.02%
Torrent Power Ltd.
Power
0.16%0.02%0.02%
Oil India Limited
Oil
0.13%0.02%0.02%
Amber Enterprises India Ltd.
Consumer Durables
0.09%0.02%0.02%
Housing and Urban Development Corporation Ltd.
Finance
0.05%0.02%0.02%
Indian Energy Exchange Limited
Capital Markets
0.05%0.02%0.02%
Bharat Forge Ltd.
Auto Components
0.27%0.01%0.01%
Pidilite Industries Ltd.
Chemicals & Petrochemicals
0.24%0.01%0.01%
LTIMindtree Limited
IT - Software
0.21%0.01%0.01%
Muthoot Finance Ltd.
Finance
0.19%0.01%0.01%
ABB India Ltd.
Electrical Equipment
0.17%0.01%0.01%
Dalmia Bharat Ltd.
Cement & Cement Products
0.08%0.01%0.01%
Tata Elxsi Ltd.
IT - Software
0.08%0.01%0.01%
NUVAMA WEALTH MANAGEMENT LTD.
Capital Markets
0.05%0.01%0.01%
PG Electroplast Limited
Consumer Durables
0.05%0.01%0.01%
Bajaj Auto Limited
Automobiles
0.58%0.00%0.00%
Avenue Supermarts Ltd.
Retailing
0.30%0.00%0.00%
Jindal Steel Limited.
Ferrous Metals
0.24%0.00%0.00%
Union Bank of India
Banks
0.20%0.00%0.00%
MANKIND PHARMA LIMITED
Pharmaceuticals & Biotechnology
0.13%0.00%0.00%
KFin Technologies Ltd
Capital Markets
0.07%0.00%0.00%
KPIT Technologies Ltd
IT - Software
0.07%0.00%0.00%

Unique to HDFC BSE 500 INDEX

All top holdings are shared with the other fund.

Unique to SBI Arbitrage Opportunities

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
15.0% (17)
Finance
3.3% (16)
Petroleum Products
2.8% (4)
IT - Software
2.3% (12)
Pharmaceuticals & Biotechnology
2.2% (12)
Automobiles
2.1% (7)
Telecom - Services
1.6% (3)
Consumer Durables
1.6% (10)
Retailing
1.4% (5)
Power
1.4% (8)
Diversified FMCG
1.3% (2)
Ferrous Metals
1.3% (4)
Aerospace & Defense
1.2% (2)
Cement & Cement Products
1.0% (4)
Construction
0.9% (2)
Insurance
0.9% (5)
Transport Infrastructure
0.8% (2)
Transport Services
0.8% (3)
Auto Components
0.7% (6)
Electrical Equipment
0.7% (9)
Non - Ferrous Metals
0.7% (3)
Healthcare Services
0.6% (4)
Diversified Metals
0.6% (1)
Agricultural Food & Other Products
0.6% (3)
Realty
0.6% (5)
Capital Markets
0.6% (8)
Financial Technology (Fintech)
0.5% (2)
Beverages
0.4% (2)
Consumable Fuels
0.4% (1)
Oil
0.4% (2)
Food Products
0.4% (2)
Gas
0.4% (2)
Chemicals & Petrochemicals
0.3% (3)
Personal Products
0.3% (3)
Industrial Products
0.3% (3)
Leisure Services
0.3% (1)
Minerals & Mining
0.1% (1)
Industrial Manufacturing
0.1% (2)
Fertilizers & Agrochemicals
0.1% (1)
IT - Services
0.1% (1)
Metals & Minerals Trading
0.0% (1)

More comparisons for HDFC BSE 500 INDEX

More comparisons for SBI Arbitrage Opportunities

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.