HDFC NIFTY 50 ETF vs SBI Large Cap Fund
HDFC vs SBI· Portfolio Overlap Analysis
52.4%High Overlap
20 common stocksRank #7894 / 20,000
Investor takeaway: At 52.4% 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 (20)
| Stock | Wt% in HDFC NIFTY 50 ETF | Wt% in SBI Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 8.58% | 8.20% | 8.20% |
HDFC Bank Ltd. Banks | 11.83% | 6.54% | 6.54% |
Reliance Industries Ltd. Petroleum Products | 8.20% | 6.18% | 6.18% |
Larsen and Toubro Ltd. Construction | 4.38% | 5.73% | 4.38% |
State Bank of India Banks | 4.34% | 4.16% | 4.16% |
Axis Bank Ltd. Banks | 3.45% | 3.44% | 3.44% |
Infosys Limited IT - Software | 3.97% | 3.16% | 3.16% |
Kotak Mahindra Bank Limited Banks | 2.66% | 3.46% | 2.66% |
Bharti Airtel Ltd. Telecom - Services | 4.56% | 2.48% | 2.48% |
Hindustan Unilever Ltd. Diversified FMCG | 1.81% | 1.94% | 1.81% |
Tata Steel Ltd. Ferrous Metals | 1.53% | 1.81% | 1.53% |
Eternal Limited Retailing | 1.54% | 1.29% | 1.29% |
Hindalco Industries Ltd. Non - Ferrous Metals | 1.17% | 1.84% | 1.17% |
ITC LIMITED Diversified FMCG | 2.63% | 0.98% | 0.98% |
Eicher Motors Ltd. Automobiles | 0.96% | 0.98% | 0.96% |
Oil & Natural Gas Corporation Ltd. Oil | 0.95% | 1.01% | 0.95% |
Asian Paints Limited Consumer Durables | 0.94% | 3.57% | 0.94% |
Tech Mahindra Ltd. IT - Software | 0.75% | 1.60% | 0.75% |
HDFC Life Insurance Company Limited Insurance | 0.67% | 3.75% | 0.67% |
Cipla Ltd. Pharmaceuticals & Biotechnology | 0.66% | 0.18% | 0.18% |
Unique to HDFC NIFTY 50 ETF
- Mahindra & Mahindra Ltd.2.64%
Unique to SBI Large Cap
- Tata Motors Ltd.3.48%
Sector Overlap Breakdown
Banks25.0% (5)
Petroleum Products6.2% (1)
Construction4.4% (1)
IT - Software3.9% (2)
Diversified FMCG2.8% (2)
Telecom - Services2.5% (1)
Ferrous Metals1.5% (1)
Retailing1.3% (1)
Non - Ferrous Metals1.2% (1)
Automobiles1.0% (1)
Oil0.9% (1)
Consumer Durables0.9% (1)
Insurance0.7% (1)
Pharmaceuticals & Biotechnology0.2% (1)
More comparisons for HDFC NIFTY 50 ETF
- vs HDFC Nifty 50 Index100.0% · 50 stocks
- vs ICICI Prudential Nifty 50 ETF100.0% · 50 stocks
- vs Mirae Asset Nifty 50 ETF100.0% · 50 stocks
- vs SBI Nifty Index100.0% · 50 stocks
- vs SBI Nifty 50 ETF100.0% · 50 stocks
More comparisons for SBI Large Cap
- vs CANARA ROBECO LARGE CAP53.5% · 26 stocks
- vs NIPPON INDIA LARGE CAP52.5% · 25 stocks
- vs Parag Parikh Large Cap52.5% · 31 stocks
- vs HDFC Nifty 50 Index52.4% · 20 stocks
- vs ICICI Prudential Nifty 50 ETF52.4% · 20 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.