HDFC Dividend Yield Fund vs SBI ELSS Tax Saver Fund

Portfolio Overlap Analysis · SBI vs HDFC

39.0%
Moderate Overlap
32 common stocks · Rank #2920 of 28,282 pairs
Fund A
HDFC Dividend Yield Fund
HDFC · Dividend Yield
Fund B
SBI ELSS Tax Saver Fund
SBI · ELSS

Common Holdings (10)

StockWt% in HDFC Dividend YieldWt% in SBI ELSS Tax SaverOverlap
ICICI Bank Ltd.
Banks
5.05%7.74%5.05%
HDFC Bank Ltd.
Banks
5.91%4.44%4.44%
Axis Bank Ltd.
Banks
3.85%4.29%3.85%
Reliance Industries Ltd.
Petroleum Products
2.38%4.89%2.38%
State Bank of India
Banks
2.26%4.61%2.26%
Kotak Mahindra Bank Ltd.
Banks
2.25%4.23%2.25%
Infosys Ltd.
IT - Software
1.84%2.05%1.84%
Bharti Airtel Ltd.
Telecom - Services
2.41%1.79%1.79%
Tech Mahindra Ltd.
IT - Software
1.86%1.60%1.60%
Tata Consultancy Services Ltd.
IT - Software
1.49%1.52%1.49%

Unique to HDFC Dividend Yield

  • Larsen and Toubro Ltd.2.78%
  • Maruti Suzuki India Limited2.46%
  • NTPC Limited2.15%

Unique to SBI ELSS Tax Saver

  • Tata Steel Ltd.4.09%
  • Torrent Power Ltd.2.73%
  • Mahindra & Mahindra Ltd.2.66%
  • Cipla Ltd.2.56%

Sector Overlap Breakdown

Banks
17.9% (6)
IT - Software
5.3% (4)
Pharmaceuticals & Biotechnology
2.4% (4)
Petroleum Products
2.4% (1)
Telecom - Services
2.3% (2)
Ferrous Metals
1.4% (1)
Industrial Products
1.3% (3)
Oil
1.1% (1)
Automobiles
0.8% (2)
Insurance
0.7% (1)
Diversified FMCG
0.6% (1)
Personal Products
0.6% (1)
Agricultural, Commercial & Construction Vehicles
0.6% (1)
Gas
0.6% (1)
Consumer Durables
0.4% (1)
Finance
0.4% (2)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Dividend Yield

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