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
Fund A
HDFC Large Cap Fund
HDFC · Large Cap
Fund B
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Large CapWt% 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

Banks
22.9% (5)
Automobiles
5.3% (4)
Petroleum Products
4.0% (1)
IT - Software
3.0% (1)
Telecom - Services
2.7% (1)
Pharmaceuticals & Biotechnology
1.5% (1)
Consumer Durables
1.4% (1)
Construction
1.4% (1)
Power
1.4% (1)
Beverages
1.0% (1)
Transport Services
0.8% (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.