HDFC Equity Savings Fund vs HDFC Nifty 50 Index Fund

HDFC vs HDFC· Portfolio Overlap Analysis

51.4%High Overlap
38 common stocksRank #8734 / 20,000

Investor takeaway: At 51.4% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (38)

StockWt% in HDFC Equity SavingsWt% in HDFC Nifty 50 IndexOverlap
HDFC Bank Ltd.
Banks
7.80%11.83%7.80%
Reliance Industries Ltd.
Petroleum Products
5.64%8.20%5.64%
ICICI Bank Ltd.
Banks
4.26%8.58%4.26%
Larsen and Toubro Ltd.
Construction
3.10%4.38%3.10%
State Bank of India
Banks
2.91%4.34%2.91%
Bharti Airtel Ltd.
Telecom - Services
1.96%4.56%1.96%
Bajaj Finance Ltd.
Finance
1.72%2.30%1.72%
Maruti Suzuki India Limited
Automobiles
1.75%1.70%1.70%
Axis Bank Ltd.
Banks
1.64%3.45%1.64%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
4.32%1.60%1.60%
NTPC Limited
Power
2.25%1.58%1.58%
Titan Company Ltd.
Consumer Durables
3.52%1.56%1.56%
Kotak Mahindra Bank Limited
Banks
1.52%2.66%1.52%
Tata Consultancy Services Ltd.
IT - Software
1.12%2.35%1.12%
Infosys Limited
IT - Software
1.10%3.97%1.10%
Hindalco Industries Ltd.
Non - Ferrous Metals
1.08%1.17%1.08%
Power Grid Corporation of India Ltd.
Power
1.03%1.18%1.03%
Adani Ports & Special Economic Zone
Transport Infrastructure
1.99%0.98%0.98%
Oil & Natural Gas Corporation Ltd.
Oil
1.18%0.95%0.95%
HCL Technologies Ltd.
IT - Software
0.82%1.28%0.82%
Mahindra & Mahindra Ltd.
Automobiles
0.79%2.64%0.79%
Bajaj Auto Limited
Automobiles
0.76%0.96%0.76%
Eicher Motors Ltd.
Automobiles
0.72%0.96%0.72%
SBI Life Insurance Company Ltd.
Insurance
0.62%0.80%0.62%
ITC LIMITED
Diversified FMCG
0.61%2.63%0.61%
HDFC Life Insurance Company Limited
Insurance
0.58%0.67%0.58%
Hindustan Unilever Ltd.
Diversified FMCG
0.49%1.81%0.49%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
0.47%0.70%0.47%
Tata Steel Ltd.
Ferrous Metals
0.47%1.53%0.47%
UltraTech Cement Limited
Cement & Cement Products
0.45%1.31%0.45%
Coal India Ltd.
Consumable Fuels
0.36%0.85%0.36%
Cipla Ltd.
Pharmaceuticals & Biotechnology
0.35%0.66%0.35%
Tech Mahindra Ltd.
IT - Software
0.35%0.75%0.35%
Dr Reddys Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.13%0.68%0.13%
Nestle India Ltd.
Food Products
0.08%0.81%0.08%
Wipro Ltd.
IT - Software
0.07%0.50%0.07%
Eternal Limited
Retailing
0.02%1.54%0.02%
Tata Consumer Products Limited
Agricultural Food & Other Products
0.01%0.65%0.01%

Unique to HDFC Equity Savings

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

Banks
18.1% (5)
Petroleum Products
5.6% (1)
Automobiles
4.0% (4)
IT - Software
3.5% (5)
Construction
3.1% (1)
Power
2.6% (2)
Pharmaceuticals & Biotechnology
2.1% (3)
Telecom - Services
2.0% (1)
Finance
1.7% (1)
Consumer Durables
1.6% (1)
Insurance
1.2% (2)
Diversified FMCG
1.1% (2)
Non - Ferrous Metals
1.1% (1)
Transport Infrastructure
1.0% (1)
Oil
0.9% (1)
Healthcare Services
0.5% (1)
Ferrous Metals
0.5% (1)
Cement & Cement Products
0.5% (1)
Consumable Fuels
0.4% (1)
Food Products
0.1% (1)
Retailing
0.0% (1)
Agricultural Food & Other Products
0.0% (1)

More comparisons for HDFC Equity Savings

More comparisons for HDFC Nifty 50 Index

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