HDFC NIFTY 50 ETF vs IB03-Groww Aggressive Hybrid Fund

HDFC vs Groww· Portfolio Overlap Analysis

50.9%High Overlap
22 common stocksRank #9195 / 20,000

Investor takeaway: At 50.9% 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 (22)

StockWt% in HDFC NIFTY 50 ETFWt% in IB03-Groww Aggressive HybridOverlap
ICICI Bank Ltd.
Banks
8.58%8.09%8.09%
HDFC Bank Ltd.
Banks
11.83%6.98%6.98%
Larsen and Toubro Ltd.
Construction
4.38%5.62%4.38%
State Bank of India
Banks
4.34%3.97%3.97%
Bharti Airtel Ltd.
Telecom - Services
4.56%3.69%3.69%
Reliance Industries Ltd.
Petroleum Products
8.20%2.81%2.81%
Bajaj Finance Ltd.
Finance
2.30%2.85%2.30%
Infosys Limited
IT - Software
3.97%2.26%2.26%
Mahindra & Mahindra Ltd.
Automobiles
2.64%2.05%2.05%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.60%3.02%1.60%
NTPC Limited
Power
1.58%1.41%1.41%
Bharat Electronics Ltd.
Aerospace & Defense
1.39%1.58%1.39%
Kotak Mahindra Bank Limited
Banks
2.66%1.38%1.38%
UltraTech Cement Limited
Cement & Cement Products
1.31%1.74%1.31%
Axis Bank Ltd.
Banks
3.45%1.09%1.09%
Maruti Suzuki India Limited
Automobiles
1.70%1.08%1.08%
Eternal Limited
Retailing
1.54%0.96%0.96%
Bajaj Auto Limited
Automobiles
0.96%0.99%0.96%
Eicher Motors Ltd.
Automobiles
0.96%1.12%0.96%
Shriram Finance Ltd.
Finance
1.32%0.77%0.77%
Max Healthcare Institute Limited
Healthcare Services
0.71%1.54%0.71%
Tata Motors Passenger Vehicles Limited
Automobiles
0.70%1.08%0.70%

Unique to HDFC NIFTY 50 ETF

All top holdings are shared with the other fund.

Unique to IB03-Groww Aggressive Hybrid

  • Max Financial Services Limited2.93%
  • Cummins India Limited2.60%

Sector Overlap Breakdown

Banks
21.5% (5)
Automobiles
5.8% (5)
Construction
4.4% (1)
Telecom - Services
3.7% (1)
Finance
3.1% (2)
Petroleum Products
2.8% (1)
IT - Software
2.3% (1)
Pharmaceuticals & Biotechnology
1.6% (1)
Power
1.4% (1)
Aerospace & Defense
1.4% (1)
Cement & Cement Products
1.3% (1)
Retailing
1.0% (1)
Healthcare Services
0.7% (1)

More comparisons for HDFC NIFTY 50 ETF

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