HDFC Children's Fund vs HDFC Retirement Savings Fund - Equity Plan

Portfolio Overlap Analysis · HDFC vs HDFC

42.8%
High Overlap
24 common stocks · Rank #2095 of 28,292 pairs
Fund A
HDFC Children's Fund
HDFC · Equity - Other
Fund B
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Children'sWt% in HDFC Retirement Savings Fund -Overlap
HDFC Bank Ltd.
Banks
7.74%7.62%7.62%
ICICI Bank Ltd.
Banks
6.90%6.31%6.31%
State Bank of India
Banks
3.60%3.44%3.44%
Reliance Industries Ltd.
Petroleum Products
3.34%3.99%3.34%
Kotak Mahindra Bank Limited
Banks
2.71%3.39%2.71%
Infosys Limited
IT - Software
2.48%2.98%2.48%
Larsen and Toubro Ltd.
Construction
4.07%2.45%2.45%
Tata Consultancy Services Ltd.
IT - Software
1.80%2.64%1.80%
Bharti Airtel Ltd.
Telecom - Services
1.78%2.69%1.78%
Axis Bank Ltd.
Banks
1.51%4.75%1.51%

Unique to HDFC Children's

  • Aster DM Healthcare Limited2.38%
  • eClerx Services Limited2.19%

Unique to HDFC Retirement Savings Fund -

  • Maruti Suzuki India Limited3.19%

Sector Overlap Breakdown

Banks
21.9% (6)
IT - Software
4.9% (3)
Petroleum Products
3.3% (1)
Construction
2.7% (2)
Telecom - Services
1.8% (1)
Diversified FMCG
1.2% (1)
Industrial Products
1.1% (2)
Beverages
1.0% (1)
Transport Services
1.0% (1)
Electrical Equipment
0.8% (1)
Pharmaceuticals & Biotechnology
0.8% (1)
Automobiles
0.8% (1)
Consumer Durables
0.6% (1)
Personal Products
0.6% (1)
Industrial Manufacturing
0.2% (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.