HDFC Large Cap Fund vs HDFC Retirement Savings Fund - Equity Plan
Portfolio Overlap Analysis · HDFC vs HDFC
45.3%
High Overlap
18 common stocks · Rank #1713 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Large Cap | Wt% in HDFC Retirement Savings Fund - | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 8.58% | 7.62% | 7.62% |
ICICI Bank Ltd. Banks | 9.50% | 6.31% | 6.31% |
Reliance Industries Ltd. Petroleum Products | 4.96% | 3.99% | 3.99% |
Axis Bank Ltd. Banks | 3.70% | 4.75% | 3.70% |
Kotak Mahindra Bank Limited Banks | 5.34% | 3.39% | 3.39% |
Infosys Limited IT - Software | 3.67% | 2.98% | 2.98% |
Bharti Airtel Ltd. Telecom - Services | 5.59% | 2.69% | 2.69% |
Bajaj Auto Limited Automobiles | 3.10% | 1.93% | 1.93% |
State Bank of India Banks | 1.91% | 3.44% | 1.91% |
Lupin Ltd. Pharmaceuticals & Biotechnology | 2.65% | 1.48% | 1.48% |
Unique to HDFC Large Cap
- Titan Company Ltd.4.45%
- Torrent Pharmaceuticals Ltd.3.44%
Unique to HDFC Retirement Savings Fund -
- Maruti Suzuki India Limited3.19%
- Tata Consultancy Services Ltd.2.64%
Sector Overlap Breakdown
Banks22.9% (5)
Automobiles5.3% (4)
Petroleum Products4.0% (1)
IT - Software3.0% (1)
Telecom - Services2.7% (1)
Pharmaceuticals & Biotechnology1.5% (1)
Consumer Durables1.4% (1)
Construction1.4% (1)
Power1.4% (1)
Beverages1.0% (1)
Transport Services0.8% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC Large Cap
- vs SBI Nifty Index55.5% · 26 stocks
- vs SBI Nifty 50 ETF55.5% · 26 stocks
- vs HDFCNYEXTF55.5% · 26 stocks
- vs HDFC Nifty 50 Index55.5% · 26 stocks
- vs NIPPON INDIA INDEX FUND - NIFT55.5% · 26 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.