HDFC BSE Sensex Index Fund vs HDFCNYEXTF
Portfolio Overlap Analysis · HDFC vs HDFC
83.7%
High Overlap
30 common stocks · Rank #221 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC BSE Sensex Index | Wt% in HDFCNYEXTF | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 14.07% | 11.83% | 11.83% |
ICICI Bank Ltd. Banks | 10.27% | 8.58% | 8.58% |
Reliance Industries Ltd. Petroleum Products | 9.83% | 8.20% | 8.20% |
Bharti Airtel Ltd. Telecom - Services | 5.47% | 4.56% | 4.56% |
Larsen and Toubro Ltd. Construction | 5.21% | 4.38% | 4.38% |
State Bank of India Banks | 5.20% | 4.34% | 4.34% |
Infosys Limited IT - Software | 4.84% | 3.97% | 3.97% |
Axis Bank Ltd. Banks | 4.12% | 3.45% | 3.45% |
Kotak Mahindra Bank Limited Banks | 3.18% | 2.66% | 2.66% |
Mahindra & Mahindra Ltd. Automobiles | 3.17% | 2.64% | 2.64% |
Unique to HDFC BSE Sensex Index
All top holdings are shared with the other fund.
Unique to HDFCNYEXTF
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks30.9% (5)
IT - Software8.3% (4)
Petroleum Products8.2% (1)
Telecom - Services4.6% (1)
Diversified FMCG4.4% (2)
Construction4.4% (1)
Automobiles4.3% (2)
Finance3.3% (2)
Power2.8% (2)
Consumer Durables2.5% (2)
Retailing2.3% (2)
Pharmaceuticals & Biotechnology1.6% (1)
Ferrous Metals1.5% (1)
Aerospace & Defense1.4% (1)
Cement & Cement Products1.3% (1)
Transport Infrastructure1.0% (1)
Transport Services0.9% (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.