HDFC NIFTY REALTY INDEX FUND vs IB50-Groww Nifty Realty ETF

HDFC vs Groww· Portfolio Overlap Analysis

99.8%High Overlap
10 common stocksRank #872 / 5,000

Investor takeaway: These funds overlap 99.8%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (10)

StockWt% in HDFC NIFTY REALTY INDEXWt% in IB50-Groww Nifty Realty ETFOverlap
DLF LIMITED
Realty
20.11%20.08%20.08%
The Phoenix Mills Limited
Realty
16.07%16.05%16.05%
Lodha Developers Limited
Realty
14.43%14.41%14.41%
Godrej Properties Ltd.
Realty
13.41%13.38%13.38%
Prestige Estates Projects Ltd.
Realty
12.20%12.17%12.17%
Oberoi Realty Ltd.
Realty
9.31%9.29%9.29%
Brigade Enterprises Limited.
Realty
5.01%5.00%5.00%
ANANT RAJ LIMITED
Realty
4.20%4.20%4.20%
Sobha Ltd.
Realty
3.23%3.22%3.22%
SIGNATUREGLOBAL (INDIA) LIMITED
Realty
2.01%2.01%2.01%

Unique to HDFC NIFTY REALTY INDEX

All top holdings are shared with the other fund.

Unique to IB50-Groww Nifty Realty ETF

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Realty
99.8% (10)

More comparisons for HDFC NIFTY REALTY INDEX

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