HDFC Nifty 50 Index Fund vs HDFCSXEXTF

Portfolio Overlap Analysis · HDFC vs HDFC

83.7%
High Overlap
30 common stocks · Rank #220 of 28,292 pairs
Fund A
HDFC Nifty 50 Index Fund
HDFC · Equity - Other
Fund B
HDFCSXEXTF
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC Nifty 50 IndexWt% in HDFCSXEXTFOverlap
HDFC Bank Ltd.
Banks
14.07%11.83%11.83%
ICICI Bank Ltd.
Banks
10.26%8.58%8.58%
Reliance Industries Ltd.
Petroleum Products
9.82%8.20%8.20%
Bharti Airtel Ltd.
Telecom - Services
5.47%4.56%4.56%
Larsen and Toubro Ltd.
Construction
5.21%4.38%4.38%
State Bank of India
Banks
5.20%4.34%4.34%
Infosys Limited
IT - Software
4.84%3.97%3.97%
Axis Bank Ltd.
Banks
4.11%3.45%3.45%
Kotak Mahindra Bank Limited
Banks
3.18%2.66%2.66%
Mahindra & Mahindra Ltd.
Automobiles
3.17%2.64%2.64%

Unique to HDFC Nifty 50 Index

All top holdings are shared with the other fund.

Unique to HDFCSXEXTF

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
30.9% (5)
IT - Software
8.3% (4)
Petroleum Products
8.2% (1)
Telecom - Services
4.6% (1)
Diversified FMCG
4.4% (2)
Construction
4.4% (1)
Automobiles
4.3% (2)
Finance
3.3% (2)
Power
2.8% (2)
Consumer Durables
2.5% (2)
Retailing
2.3% (2)
Pharmaceuticals & Biotechnology
1.6% (1)
Ferrous Metals
1.5% (1)
Aerospace & Defense
1.4% (1)
Cement & Cement Products
1.3% (1)
Transport Infrastructure
1.0% (1)
Transport Services
0.9% (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.