HDFC Housing Opportunities Fund vs TATA HOUSING OPPORTUNITIES FUND
HDFC vs Tata· Portfolio Overlap Analysis
48.9%High Overlap
12 common stocksRank #11329 / 20,000
Investor takeaway: At 48.9% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (12)
| Stock | Wt% in HDFC Housing Opportunities | Wt% in TATA HOUSING OPPORTUNITIES | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 8.72% | 8.98% | 8.72% |
Larsen and Toubro Ltd. Construction | 9.42% | 8.22% | 8.22% |
ICICI Bank Ltd. Banks | 7.32% | 6.59% | 6.59% |
NTPC Limited Power | 7.51% | 5.78% | 5.78% |
UltraTech Cement Limited Cement & Cement Products | 4.48% | 8.77% | 4.48% |
Ambuja Cements Ltd. Cement & Cement Products | 6.29% | 4.05% | 4.05% |
Prestige Estates Projects Ltd. Realty | 3.56% | 4.30% | 3.56% |
State Bank of India Banks | 8.03% | 2.15% | 2.15% |
Asian Paints Limited Consumer Durables | 1.68% | 3.02% | 1.68% |
Havells India Ltd. Consumer Durables | 1.65% | 2.64% | 1.65% |
AkzoNobel India Ltd. Consumer Durables | 2.08% | 1.26% | 1.26% |
Orient Electric Ltd Consumer Durables | 0.76% | 2.38% | 0.76% |
Unique to HDFC Housing Opportunities
- Tata Steel Ltd.5.01%
- Kalpataru Projects International Ltd4.87%
- Axis Bank Ltd.4.35%
Unique to TATA HOUSING OPPORTUNITIES
- R R KABEL LTD4.81%
- PG ELECTROPLAST LTD.4.80%
- JSW STEEL LTD.4.40%
Sector Overlap Breakdown
Banks17.5% (3)
Cement & Cement Products8.5% (2)
Construction8.2% (1)
Power5.8% (1)
Consumer Durables5.3% (4)
Realty3.6% (1)
More comparisons for HDFC Housing Opportunities
- vs ICICI PRUDENTIAL HOUSING OPPOR54.2% · 19 stocks
More comparisons for TATA HOUSING OPPORTUNITIES
- vs ICICI PRUDENTIAL HOUSING OPPOR46.5% · 14 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.