HDFC Equity Savings Fund vs HDFC Multi-Asset Allocation Fund

Portfolio Overlap Analysis · HDFC vs HDFC

48.0%
High Overlap
50 common stocks · Rank #1315 of 28,292 pairs
Fund A
HDFC Equity Savings Fund
HDFC · Equity Savings
Fund B
HDFC Multi-Asset Allocation Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Equity SavingsWt% in HDFC Multi-Asset AllocationOverlap
Reliance Industries Ltd.
Petroleum Products
5.64%4.90%4.90%
ICICI Bank Ltd.
Banks
4.26%4.21%4.21%
HDFC Bank Ltd.
Banks
7.80%4.14%4.14%
State Bank of India
Banks
2.91%2.37%2.37%
NTPC Limited
Power
2.25%2.34%2.25%
Bharti Airtel Ltd.
Telecom - Services
1.96%2.34%1.96%
Larsen and Toubro Ltd.
Construction
3.10%1.69%1.69%
Axis Bank Ltd.
Banks
1.64%1.88%1.64%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
4.32%1.61%1.61%
Maruti Suzuki India Limited
Automobiles
1.75%1.61%1.61%

Unique to HDFC Equity Savings

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

Unique to HDFC Multi-Asset Allocation

  • Kotak Mahindra Bank Limited1.76%
  • Oil & Natural Gas Corporation Ltd.1.66%

Sector Overlap Breakdown

Banks
13.9% (5)
Automobiles
5.0% (5)
Petroleum Products
4.9% (1)
Pharmaceuticals & Biotechnology
3.6% (8)
IT - Software
3.5% (5)
Power
3.3% (2)
Telecom - Services
2.0% (1)
Construction
1.8% (2)
Insurance
1.4% (3)
Oil
1.2% (1)
Consumer Durables
1.1% (2)
Diversified FMCG
1.1% (2)
Non - Ferrous Metals
1.1% (1)
Finance
1.0% (1)
Beverages
0.8% (1)
Cement & Cement Products
0.6% (2)
Healthcare Services
0.5% (1)
Ferrous Metals
0.5% (1)
Auto Components
0.5% (2)
Fertilizers & Agrochemicals
0.5% (2)
Retailing
0.0% (1)
Food Products
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

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