HDFC Flexi Cap Fund vs SBI Dividend Yield Fund
Portfolio Overlap Analysis · SBI vs HDFC
39.3%
Moderate Overlap
15 common stocks · Rank #2844 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Flexi Cap | Wt% in SBI Dividend Yield | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.25% | 8.21% | 7.25% |
ICICI Bank Ltd. Banks | 8.78% | 6.21% | 6.21% |
State Bank of India Banks | 5.26% | 5.50% | 5.26% |
Maruti Suzuki India Ltd. Automobiles | 2.96% | 3.80% | 2.96% |
Larsen & Toubro Ltd. Construction | 2.85% | 5.39% | 2.85% |
Power Grid Corporation of India Ltd. Power | 2.71% | 4.04% | 2.71% |
Axis Bank Ltd. Banks | 7.44% | 2.16% | 2.16% |
Eicher Motors Ltd. Automobiles | 2.55% | 1.80% | 1.80% |
Infosys Ltd. IT - Software | 1.73% | 4.69% | 1.73% |
Tata Steel Ltd. Ferrous Metals | 1.67% | 1.58% | 1.58% |
Unique to HDFC Flexi Cap
- SBI Life Insurance Company Ltd.4.06%
- Kotak Mahindra Bank Limited3.76%
- Bharti Airtel Ltd.3.06%
- HCL Technologies Ltd.2.94%
Unique to SBI Dividend Yield
- Tata Consultancy Services Ltd.3.89%
- Oil & Natural Gas Corporation Ltd.3.10%
- GAIL (India) Ltd.2.83%
Sector Overlap Breakdown
Banks22.3% (5)
Automobiles4.8% (2)
Construction2.9% (1)
Power2.7% (1)
IT - Software2.2% (2)
Ferrous Metals1.6% (1)
Oil1.5% (1)
Pharmaceuticals & Biotechnology0.8% (1)
Healthcare Services0.6% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC Flexi Cap
- vs HDFCTS70.0% · 35 stocks
- vs HDFC Focused67.3% · 27 stocks
- vs HDFC Retirement Savings Fund -51.6% · 26 stocks
- vs HDFC Nifty 50 Index49.1% · 23 stocks
- vs HDFCNYEXTF49.1% · 23 stocks
More comparisons for SBI Dividend Yield
- vs SBI ESG Exclusionary Strategy52.3% · 21 stocks
- vs SBI RETIREMENT BENEFIT FUND - 47.0% · 20 stocks
- vs HDFC BSE Sensex Index45.0% · 14 stocks
- vs HDFCSXEXTF45.0% · 14 stocks
- vs SBI BSE Sensex Index45.0% · 14 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.