HDFC Manufacturing Fund vs TATA NIFTY500 MULTICAP INDIA MANUFACTURING 50-30-20 INDEX FUND

HDFC vs Tata· Portfolio Overlap Analysis

47.0%High Overlap
30 common stocksRank #13257 / 20,000

Investor takeaway: At 47.0% 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 (30)

StockWt% in HDFC ManufacturingWt% in TATA NIFTY500 MULTICAP INDIA MOverlap
Reliance Industries Ltd.
Petroleum Products
5.56%8.88%5.56%
Maruti Suzuki India Limited
Automobiles
4.24%4.21%4.21%
Mahindra & Mahindra Ltd.
Automobiles
3.27%6.56%3.27%
Bharat Electronics Ltd.
Aerospace & Defense
2.73%3.44%2.73%
JSW Steel Ltd.
Ferrous Metals
3.66%2.57%2.57%
Bajaj Auto Limited
Automobiles
2.50%2.39%2.39%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
2.30%3.98%2.30%
Hindalco Industries Ltd.
Non - Ferrous Metals
2.19%2.89%2.19%
Tata Steel Ltd.
Ferrous Metals
2.13%3.79%2.13%
Cummins India Ltd.
Industrial Products
2.20%2.11%2.11%
Lupin Ltd.
Pharmaceuticals & Biotechnology
1.91%1.78%1.78%
Divis Laboratories Ltd.
Pharmaceuticals & Biotechnology
4.24%1.76%1.76%
Tata Motors Passenger Vehicles Limited
Automobiles
2.60%1.73%1.73%
Bharat Forge Ltd.
Auto Components
2.35%1.62%1.62%
Hindustan Aeronautics Limited
Aerospace & Defense
2.19%1.60%1.60%
Hindustan Petroleum Corp. Ltd.
Petroleum Products
2.22%1.34%1.34%
Dixon Technologies (India) Ltd.
Consumer Durables
1.24%1.38%1.24%
Glenmark Pharmaceuticals Ltd.
Pharmaceuticals & Biotechnology
2.02%1.02%1.02%
Gland Pharma Ltd.
Pharmaceuticals & Biotechnology
1.55%0.71%0.71%
Timken India Ltd.
Industrial Products
1.13%0.61%0.61%
Amber Enterprises India Ltd.
Consumer Durables
0.60%0.85%0.60%
KAYNES TECHNOLOGY INDIA LIMITED
Industrial Manufacturing
1.44%0.59%0.59%
Crompton Greaves Consumer Elec. Ltd.
Consumer Durables
0.49%0.81%0.49%
Sundram Fasteners Ltd.
Auto Components
0.66%0.47%0.47%
Carborundum Universal Ltd.
Industrial Products
0.41%0.46%0.41%
Wockhardt Ltd.
Pharmaceuticals & Biotechnology
0.39%0.55%0.39%
Sona Blw Precision Forgings
Auto Components
0.37%0.76%0.37%
Piramal Pharma Limited
Pharmaceuticals & Biotechnology
0.35%0.47%0.35%
Whirlpool of India Ltd.
Consumer Durables
0.26%0.28%0.26%
Cohance Lifesciences Limited
Pharmaceuticals & Biotechnology
0.26%0.25%0.25%

Unique to HDFC Manufacturing

  • Tata Motors Limited3.30%

Unique to TATA NIFTY500 MULTICAP INDIA M

  • EICHER MOTORS LTD.2.38%

Sector Overlap Breakdown

Automobiles
11.6% (4)
Pharmaceuticals & Biotechnology
8.6% (8)
Petroleum Products
6.9% (2)
Ferrous Metals
4.7% (2)
Aerospace & Defense
4.3% (2)
Industrial Products
3.1% (3)
Consumer Durables
2.6% (4)
Auto Components
2.5% (3)
Non - Ferrous Metals
2.2% (1)
Industrial Manufacturing
0.6% (1)

More comparisons for HDFC Manufacturing

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.