HDFC Focused Fund vs HDFC Retirement Savings Fund - Equity Plan
Portfolio Overlap Analysis · HDFC vs HDFC
44.7%
High Overlap
17 common stocks · Rank #1808 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Focused | Wt% in HDFC Retirement Savings Fund - | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 9.17% | 7.62% | 7.62% |
ICICI Bank Ltd. Banks | 9.50% | 6.31% | 6.31% |
Axis Bank Ltd. Banks | 7.65% | 4.75% | 4.75% |
State Bank of India Banks | 6.07% | 3.44% | 3.44% |
Kotak Mahindra Bank Limited Banks | 5.78% | 3.39% | 3.39% |
Maruti Suzuki India Limited Automobiles | 3.74% | 3.19% | 3.19% |
Bharti Airtel Ltd. Telecom - Services | 3.54% | 2.69% | 2.69% |
Power Grid Corporation of India Ltd. Power | 2.97% | 2.14% | 2.14% |
HCL Technologies Ltd. IT - Software | 3.97% | 1.99% | 1.99% |
Eicher Motors Ltd. Automobiles | 2.75% | 1.72% | 1.72% |
Unique to HDFC Focused
- Cipla Ltd.3.79%
- SBI Life Insurance Company Ltd.3.53%
Unique to HDFC Retirement Savings Fund -
- Reliance Industries Ltd.3.99%
- Infosys Limited2.98%
- Tata Consultancy Services Ltd.2.64%
Sector Overlap Breakdown
Banks25.5% (5)
Automobiles7.4% (4)
Telecom - Services2.7% (1)
Power2.1% (1)
IT - Software2.0% (1)
Consumer Durables1.4% (1)
Ferrous Metals1.1% (1)
Pharmaceuticals & Biotechnology1.0% (1)
Transport Services0.8% (1)
Leisure Services0.7% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC Focused
- vs HDFC Flexi Cap67.3% · 27 stocks
- vs HDFCTS64.7% · 22 stocks
- vs HDFC BSE Sensex Index43.8% · 12 stocks
- vs Nippon India ETF BSE Sensex43.8% · 12 stocks
- vs SBI BSE Sensex ETF43.8% · 12 stocks
More comparisons for HDFC Retirement Savings Fund -
- vs HDFC Retirement Savings Fund -64.1% · 52 stocks
- vs HDFCTS57.2% · 32 stocks
- vs HDFC Hybrid Equity53.0% · 35 stocks
- vs HDFC Flexi Cap51.6% · 26 stocks
- vs SBI Nifty Index50.8% · 22 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.