HDFC Focused Fund vs NIPPON INDIA BANKING & FINANCIAL SERVICES FUND

Portfolio Overlap Analysis · Nippon vs HDFC

39.0%
Moderate Overlap
6 common stocks · Rank #2916 of 28,282 pairs
Fund A
HDFC Focused Fund
HDFC · Focused
Fund B
NIPPON INDIA BANKING & FINANCIAL SERVICES FUND
Nippon · Sectoral - Banking

Common Holdings (6)

StockWt% in HDFC FocusedWt% in NIPPON INDIA BANKING & FINANCIOverlap
ICICI Bank Limited
Banks
9.50%13.04%9.50%
HDFC Bank Limited
Banks
9.17%14.24%9.17%
Axis Bank Limited
Banks
7.65%9.80%7.65%
State Bank of India
Banks
6.07%6.51%6.07%
SBI Life Insurance Company Limited
Insurance
3.53%3.50%3.50%
Kotak Mahindra Bank Limited
Banks
5.78%3.10%3.10%

Unique to HDFC Focused

  • HCL Technologies Ltd.3.97%
  • Cipla Ltd.3.79%
  • Maruti Suzuki India Limited3.74%
  • Bharti Airtel Ltd.3.54%

Unique to NIPPON INDIA BANKING & FINANCI

  • SBI Cards and Payment Services Limited3.83%
  • Bajaj Finserv Limited3.23%
  • Bank of Baroda2.78%
  • The Federal Bank Limited2.76%

Sector Overlap Breakdown

Banks
35.5% (5)
Insurance
3.5% (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.