HDFC Dividend Yield Fund vs HDFC Equity Savings Fund

Portfolio Overlap Analysis · HDFC vs HDFC

41.7%
High Overlap
39 common stocks · Rank #2300 of 28,282 pairs
Fund A
HDFC Dividend Yield Fund
HDFC · Dividend Yield
Fund B
HDFC Equity Savings Fund
HDFC · Equity Savings

Common Holdings (10)

StockWt% in HDFC Dividend YieldWt% in HDFC Equity SavingsOverlap
HDFC Bank Ltd.
Banks
5.91%7.80%5.91%
ICICI Bank Ltd.
Banks
5.05%4.26%4.26%
Larsen and Toubro Ltd.
Construction
2.78%3.10%2.78%
Reliance Industries Ltd.
Petroleum Products
2.38%5.64%2.38%
State Bank of India
Banks
2.26%2.91%2.26%
NTPC Limited
Power
2.15%2.25%2.15%
Bharti Airtel Ltd.
Telecom - Services
2.41%1.96%1.96%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.87%4.32%1.87%
Maruti Suzuki India Limited
Automobiles
2.46%1.75%1.75%
Axis Bank Ltd.
Banks
3.85%1.64%1.64%

Unique to HDFC Dividend Yield

  • Kotak Mahindra Bank Limited2.25%

Unique to HDFC Equity Savings

  • Titan Company Ltd.3.52%
  • Adani Ports & Special Economic Zone1.99%

Sector Overlap Breakdown

Banks
15.6% (5)
Automobiles
3.6% (4)
IT - Software
3.5% (5)
Pharmaceuticals & Biotechnology
3.3% (6)
Construction
2.8% (1)
Petroleum Products
2.7% (2)
Power
2.1% (1)
Telecom - Services
2.0% (1)
Insurance
1.4% (3)
Oil
1.1% (1)
Diversified FMCG
1.1% (2)
Cement & Cement Products
0.7% (1)
Healthcare Services
0.5% (1)
Ferrous Metals
0.5% (1)
Consumable Fuels
0.4% (1)
Entertainment
0.3% (1)
Transport Infrastructure
0.2% (1)
Food Products
0.1% (2)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Dividend Yield

More comparisons for HDFC Equity Savings

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