HDFC BSE Sensex Index Fund vs HDFC NIFTY Top 20 Equal Weight Index Fund

Portfolio Overlap Analysis · HDFC vs HDFC

64.2%
High Overlap
19 common stocks · Rank #446 of 28,292 pairs
Fund A
HDFC BSE Sensex Index Fund
HDFC · Equity - Other
Fund B
HDFC NIFTY Top 20 Equal Weight Index Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC BSE Sensex IndexWt% in HDFC NIFTY Top 20 Equal WeightOverlap
ICICI Bank Ltd.
Banks
10.27%5.33%5.33%
Larsen and Toubro Ltd.
Construction
5.21%5.52%5.21%
State Bank of India
Banks
5.20%6.49%5.20%
HDFC Bank Ltd.
Banks
14.07%4.67%4.67%
Reliance Industries Ltd.
Petroleum Products
9.83%4.67%4.67%
Bharti Airtel Ltd.
Telecom - Services
5.47%4.66%4.66%
Axis Bank Ltd.
Banks
4.12%5.88%4.12%
Infosys Limited
IT - Software
4.84%4.10%4.10%
Kotak Mahindra Bank Limited
Banks
3.18%5.01%3.18%
Mahindra & Mahindra Ltd.
Automobiles
3.17%4.90%3.17%

Unique to HDFC BSE Sensex Index

All top holdings are shared with the other fund.

Unique to HDFC NIFTY Top 20 Equal Weight

  • Titan Company Ltd.5.66%
  • Tata Motors Passenger Vehicles Limited5.57%
  • Sun Pharmaceutical Industries Ltd.5.27%
  • Hindustan Unilever Ltd.5.25%
  • Bajaj Finance Ltd.5.20%

Sector Overlap Breakdown

Banks
22.5% (5)
IT - Software
8.4% (3)
Diversified FMCG
5.3% (2)
Automobiles
5.2% (2)
Construction
5.2% (1)
Petroleum Products
4.7% (1)
Telecom - Services
4.7% (1)
Finance
2.7% (1)
Pharmaceuticals & Biotechnology
1.9% (1)
Consumer Durables
1.8% (1)
Retailing
1.8% (1)

Analysis

AI-generated comparative analysis coming soon.

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