HDFC Flexi Cap Fund vs HDFC Retirement Savings Fund - Hybrid-Equity Plan

Portfolio Overlap Analysis · HDFC vs HDFC

42.1%
High Overlap
25 common stocks · Rank #2234 of 28,282 pairs
Fund A
HDFC Flexi Cap Fund
HDFC · Flexi Cap
Fund B
HDFC Retirement Savings Fund - Hybrid-Equity Plan
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Flexi CapWt% in HDFC Retirement Savings Fund -Overlap
HDFC Bank Ltd.
Banks
7.25%6.25%6.25%
ICICI Bank Ltd.
Banks
8.78%5.66%5.66%
State Bank of India
Banks
5.26%3.53%3.53%
Axis Bank Ltd.
Banks
7.44%3.25%3.25%
Kotak Mahindra Bank Limited
Banks
3.76%2.68%2.68%
Maruti Suzuki India Limited
Automobiles
2.96%2.62%2.62%
Bharti Airtel Ltd.
Telecom - Services
3.06%2.21%2.21%
Larsen and Toubro Ltd.
Construction
2.85%1.88%1.88%
Power Grid Corporation of India Ltd.
Power
2.71%1.75%1.75%
Infosys Limited
IT - Software
1.73%2.29%1.73%

Unique to HDFC Flexi Cap

  • SBI Life Insurance Company Ltd.4.06%
  • HCL Technologies Ltd.2.94%

Unique to HDFC Retirement Savings Fund -

  • Reliance Industries Ltd.3.27%
  • Tata Consultancy Services Ltd.2.32%

Sector Overlap Breakdown

Banks
21.4% (5)
Automobiles
4.1% (2)
IT - Software
3.9% (3)
Construction
2.4% (2)
Telecom - Services
2.2% (1)
Power
1.8% (1)
Consumer Durables
1.1% (2)
Insurance
0.9% (1)
Ferrous Metals
0.9% (1)
Pharmaceuticals & Biotechnology
0.8% (1)
Beverages
0.7% (1)
Healthcare Services
0.6% (1)
Auto Components
0.5% (1)
Cement & Cement Products
0.5% (1)
Agricultural, Commercial & Construction Vehicles
0.4% (1)
IT - Services
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Flexi Cap

More comparisons for HDFC Retirement Savings Fund -

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