HDFC ELSS Tax saver vs HDFC Nifty 50 Index Fund
HDFC vs HDFC· Portfolio Overlap Analysis
54.3%High Overlap
25 common stocksRank #7144 / 20,000
Investor takeaway: At 54.3% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (25)
| Stock | Wt% in HDFC ELSS Tax saver | Wt% in HDFC Nifty 50 Index | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 8.87% | 11.83% | 8.87% |
ICICI Bank Ltd. Banks | 9.13% | 8.58% | 8.58% |
State Bank of India Banks | 5.06% | 4.34% | 4.34% |
Bharti Airtel Ltd. Telecom - Services | 3.84% | 4.56% | 3.84% |
Axis Bank Ltd. Banks | 7.38% | 3.45% | 3.45% |
Reliance Industries Ltd. Petroleum Products | 2.79% | 8.20% | 2.79% |
Kotak Mahindra Bank Limited Banks | 4.37% | 2.66% | 2.66% |
Infosys Limited IT - Software | 1.96% | 3.97% | 1.96% |
Maruti Suzuki India Limited Automobiles | 4.92% | 1.70% | 1.70% |
Larsen and Toubro Ltd. Construction | 1.63% | 4.38% | 1.63% |
Tata Steel Ltd. Ferrous Metals | 1.92% | 1.53% | 1.53% |
HCL Technologies Ltd. IT - Software | 2.80% | 1.28% | 1.28% |
Power Grid Corporation of India Ltd. Power | 1.98% | 1.18% | 1.18% |
ITC LIMITED Diversified FMCG | 1.12% | 2.63% | 1.12% |
JSW Steel Ltd. Ferrous Metals | 1.52% | 1.03% | 1.03% |
Bajaj Auto Limited Automobiles | 2.85% | 0.96% | 0.96% |
Eternal Limited Retailing | 0.96% | 1.54% | 0.96% |
Oil & Natural Gas Corporation Ltd. Oil | 1.18% | 0.95% | 0.95% |
InterGlobe Aviation Ltd. Transport Services | 1.16% | 0.95% | 0.95% |
Eicher Motors Ltd. Automobiles | 0.87% | 0.96% | 0.87% |
SBI Life Insurance Company Ltd. Insurance | 5.52% | 0.80% | 0.80% |
Tech Mahindra Ltd. IT - Software | 0.82% | 0.75% | 0.75% |
Mahindra & Mahindra Ltd. Automobiles | 0.72% | 2.64% | 0.72% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 1.29% | 0.70% | 0.70% |
Cipla Ltd. Pharmaceuticals & Biotechnology | 1.00% | 0.66% | 0.66% |
Unique to HDFC ELSS Tax saver
All top holdings are shared with the other fund.
Unique to HDFC Nifty 50 Index
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks27.9% (5)
Automobiles4.3% (4)
IT - Software4.0% (3)
Telecom - Services3.8% (1)
Petroleum Products2.8% (1)
Ferrous Metals2.6% (2)
Construction1.6% (1)
Power1.2% (1)
Diversified FMCG1.1% (1)
Retailing1.0% (1)
Oil0.9% (1)
Transport Services0.9% (1)
Insurance0.8% (1)
Healthcare Services0.7% (1)
Pharmaceuticals & Biotechnology0.7% (1)
More comparisons for HDFC ELSS Tax saver
- vs HDFC Flexi Cap70.0% · 35 stocks
- vs HDFC Focused64.7% · 22 stocks
- vs HDFC Retirement Savings Fund -57.2% · 32 stocks
- vs Bajaj Finserv Nifty 50 Index54.3% · 25 stocks
- vs HDFC NIFTY 50 ETF54.3% · 25 stocks
More comparisons for HDFC Nifty 50 Index
- vs HDFC NIFTY 50 ETF100.0% · 50 stocks
- vs ICICI Prudential Nifty 50 ETF100.0% · 50 stocks
- vs Mirae Asset Nifty 50 ETF100.0% · 50 stocks
- vs SBI Nifty Index100.0% · 50 stocks
- vs SBI Nifty 50 ETF100.0% · 50 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.