HDFC ELSS Tax saver vs HDFC Retirement Savings Fund - Equity Plan

HDFC vs HDFC· Portfolio Overlap Analysis

57.2%High Overlap
32 common stocksRank #6039 / 20,000

Investor takeaway: At 57.2% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (32)

StockWt% in HDFC ELSS Tax saverWt% in HDFC Retirement Savings Fund -Overlap
HDFC Bank Ltd.
Banks
8.87%7.62%7.62%
ICICI Bank Ltd.
Banks
9.13%6.31%6.31%
Axis Bank Ltd.
Banks
7.38%4.75%4.75%
State Bank of India
Banks
5.06%3.44%3.44%
Kotak Mahindra Bank Limited
Banks
4.37%3.39%3.39%
Maruti Suzuki India Limited
Automobiles
4.92%3.19%3.19%
Reliance Industries Ltd.
Petroleum Products
2.79%3.99%2.79%
Bharti Airtel Ltd.
Telecom - Services
3.84%2.69%2.69%
HCL Technologies Ltd.
IT - Software
2.80%1.99%1.99%
Power Grid Corporation of India Ltd.
Power
1.98%2.14%1.98%
Infosys Limited
IT - Software
1.96%2.98%1.96%
Bajaj Auto Limited
Automobiles
2.85%1.93%1.93%
Larsen and Toubro Ltd.
Construction
1.63%2.45%1.63%
ITC LIMITED
Diversified FMCG
1.12%1.48%1.12%
Tata Steel Ltd.
Ferrous Metals
1.92%1.06%1.06%
ICICI Lombard General Insurance Co
Insurance
1.03%1.36%1.03%
Cipla Ltd.
Pharmaceuticals & Biotechnology
1.00%0.96%0.96%
Dr. Lal Path Labs Ltd
Healthcare Services
0.96%1.40%0.96%
Eicher Motors Ltd.
Automobiles
0.87%1.72%0.87%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
1.29%0.84%0.84%
InterGlobe Aviation Ltd.
Transport Services
1.16%0.83%0.83%
Lupin Ltd.
Pharmaceuticals & Biotechnology
0.83%1.48%0.83%
United Spirits Limited
Beverages
0.83%0.99%0.83%
Hyundai Motor India Limited
Automobiles
2.61%0.77%0.77%
Havells India Ltd.
Consumer Durables
0.76%1.40%0.76%
Godrej Consumer Products Ltd.
Personal Products
0.54%0.64%0.54%
The Ramco Cements Ltd.
Cement & Cement Products
0.54%0.89%0.54%
Star Health and Allied Insurance Company Ltd
Insurance
0.84%0.50%0.50%
Alkem Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.42%1.21%0.42%
Bajaj Electricals Ltd.
Consumer Durables
0.26%0.37%0.26%
Delhivery Limited
Transport Services
0.26%0.99%0.26%
Cyient Ltd.
IT - Services
0.37%0.18%0.18%

Unique to HDFC ELSS Tax saver

  • SBI Life Insurance Company Ltd.5.52%

Unique to HDFC Retirement Savings Fund -

  • Tata Consultancy Services Ltd.2.64%

Sector Overlap Breakdown

Banks
25.5% (5)
Automobiles
6.8% (4)
IT - Software
4.0% (2)
Petroleum Products
2.8% (1)
Telecom - Services
2.7% (1)
Pharmaceuticals & Biotechnology
2.2% (3)
Power
2.0% (1)
Healthcare Services
1.8% (2)
Construction
1.6% (1)
Insurance
1.5% (2)
Diversified FMCG
1.1% (1)
Transport Services
1.1% (2)
Ferrous Metals
1.1% (1)
Consumer Durables
1.0% (2)
Beverages
0.8% (1)
Personal Products
0.5% (1)
Cement & Cement Products
0.5% (1)
IT - Services
0.2% (1)

More comparisons for HDFC ELSS Tax saver

More comparisons for HDFC Retirement Savings Fund -

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