HDFC BSE Sensex Index Fund vs TATA AGGRESSIVE HYBRID FUND
HDFC vs Tata· Portfolio Overlap Analysis
46.2%High Overlap
17 common stocksRank #14303 / 20,000
Investor takeaway: At 46.2% 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 (17)
| Stock | Wt% in HDFC BSE Sensex Index | Wt% in TATA AGGRESSIVE HYBRID | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 10.27% | 5.25% | 5.25% |
Reliance Industries Ltd. Petroleum Products | 9.83% | 5.02% | 5.02% |
Bharti Airtel Ltd. Telecom - Services | 5.47% | 4.90% | 4.90% |
Larsen and Toubro Ltd. Construction | 5.21% | 4.25% | 4.25% |
State Bank of India Banks | 5.20% | 3.58% | 3.58% |
Infosys Limited IT - Software | 4.84% | 2.67% | 2.67% |
HDFC Bank Ltd. Banks | 14.07% | 2.65% | 2.65% |
Kotak Mahindra Bank Limited Banks | 3.18% | 2.58% | 2.58% |
Tata Consultancy Services Ltd. IT - Software | 2.78% | 2.54% | 2.54% |
Mahindra & Mahindra Ltd. Automobiles | 3.17% | 2.19% | 2.19% |
Axis Bank Ltd. Banks | 4.12% | 2.06% | 2.06% |
ITC LIMITED Diversified FMCG | 3.15% | 1.95% | 1.95% |
Hindustan Unilever Ltd. Diversified FMCG | 2.17% | 1.57% | 1.57% |
UltraTech Cement Limited Cement & Cement Products | 1.56% | 2.71% | 1.56% |
Bajaj Finserv Ltd. Finance | 1.19% | 1.24% | 1.19% |
Adani Ports & Special Economic Zone Transport Infrastructure | 1.16% | 1.13% | 1.13% |
Maruti Suzuki India Limited Automobiles | 2.05% | 1.11% | 1.11% |
Unique to HDFC BSE Sensex Index
All top holdings are shared with the other fund.
Unique to TATA AGGRESSIVE HYBRID
- RBL BANK LTD.3.58%
Sector Overlap Breakdown
Banks16.1% (5)
IT - Software5.2% (2)
Petroleum Products5.0% (1)
Telecom - Services4.9% (1)
Construction4.3% (1)
Diversified FMCG3.5% (2)
Automobiles3.3% (2)
Cement & Cement Products1.6% (1)
Finance1.2% (1)
Transport Infrastructure1.1% (1)
More comparisons for HDFC BSE Sensex Index
- vs HDFC BSE SENSEX ETF100.0% · 30 stocks
- vs ICICI Prudential BSE Sensex ET100.0% · 30 stocks
- vs Kotak BSE Sensex ETF100.0% · 30 stocks
- vs Mirae Asset BSE Sensex ETF100.0% · 30 stocks
- vs SBI BSE Sensex ETF100.0% · 30 stocks
More comparisons for TATA AGGRESSIVE HYBRID
- vs Baroda BNP Paribas Large Cap46.3% · 21 stocks
- vs HDFC BSE SENSEX ETF46.2% · 17 stocks
- vs ICICI Prudential BSE Sensex ET46.2% · 17 stocks
- vs Kotak BSE Sensex ETF46.2% · 17 stocks
- vs Mirae Asset BSE Sensex ETF46.2% · 17 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.