HDFC ELSS Tax saver vs HDFC Focused Fund
HDFC vs HDFC· Portfolio Overlap Analysis
64.7%High Overlap
22 common stocksRank #1567 / 95,528
Common Holdings (22)
| Stock | Wt% in HDFC ELSS Tax saver | Wt% in HDFC Focused | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 9.13% | 9.50% | 9.13% |
HDFC Bank Ltd. Banks | 8.87% | 9.17% | 8.87% |
Axis Bank Ltd. Banks | 7.38% | 7.65% | 7.38% |
State Bank of India Banks | 5.06% | 6.07% | 5.06% |
Kotak Mahindra Bank Limited Banks | 4.37% | 5.78% | 4.37% |
Maruti Suzuki India Limited Automobiles | 4.92% | 3.74% | 3.74% |
Bharti Airtel Ltd. Telecom - Services | 3.84% | 3.54% | 3.54% |
SBI Life Insurance Company Ltd. Insurance | 5.52% | 3.53% | 3.53% |
HCL Technologies Ltd. IT - Software | 2.80% | 3.97% | 2.80% |
Power Grid Corporation of India Ltd. Power | 1.98% | 2.97% | 1.98% |
Tata Steel Ltd. Ferrous Metals | 1.92% | 2.50% | 1.92% |
Bajaj Auto Limited Automobiles | 2.85% | 1.72% | 1.72% |
Hyundai Motor India Limited Automobiles | 2.61% | 1.68% | 1.68% |
Karur Vysya Bank Ltd. Banks | 1.18% | 2.26% | 1.18% |
InterGlobe Aviation Ltd. Transport Services | 1.16% | 2.10% | 1.16% |
Bosch Limited Auto Components | 1.10% | 1.34% | 1.10% |
ESCORTS KUBOTA LIMITED Agricultural, Commercial & Construction Vehicles | 1.06% | 1.75% | 1.06% |
Cipla Ltd. Pharmaceuticals & Biotechnology | 1.00% | 3.79% | 1.00% |
Eternal Limited Retailing | 0.96% | 1.15% | 0.96% |
Metropolis Healthcare Ltd. Healthcare Services | 0.92% | 1.19% | 0.92% |
Eicher Motors Ltd. Automobiles | 0.87% | 2.75% | 0.87% |
Havells India Ltd. Consumer Durables | 0.76% | 2.62% | 0.76% |
Unique to HDFC ELSS Tax saver
All top holdings are shared with the other fund.
Unique to HDFC Focused
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks36.0% (6)
Automobiles8.0% (4)
Telecom - Services3.5% (1)
Insurance3.5% (1)
IT - Software2.8% (1)
Power2.0% (1)
Ferrous Metals1.9% (1)
Transport Services1.2% (1)
Auto Components1.1% (1)
Agricultural, Commercial & Construction Vehicles1.1% (1)
Pharmaceuticals & Biotechnology1.0% (1)
Retailing1.0% (1)
Healthcare Services0.9% (1)
Consumer Durables0.8% (1)
More comparisons for HDFC ELSS Tax saver
- vs HDFC Flexi Cap70.0% · 35 stocks
- vs HDFC Retirement Savings Fund -57.2% · 32 stocks
- vs SBI Nifty Index54.3% · 25 stocks
- vs SBI Nifty 50 ETF54.3% · 25 stocks
- vs HDFC NIFTY 50 ETF54.3% · 25 stocks
More comparisons for HDFC Focused
- vs HDFC Flexi Cap67.3% · 27 stocks
- vs Motilal Oswal Nifty Services S46.1% · 11 stocks
- vs HDFC Retirement Savings Fund -44.7% · 17 stocks
- vs HDFC BSE Sensex Index43.8% · 12 stocks
- vs Mirae Asset BSE Sensex ETF (Fo43.8% · 12 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.