HDFC NIFTY200 MOMENTUM 30 INDEX FUND vs IB35-Groww Nifty 500 Momentum 50 ETF
HDFC vs Groww· Portfolio Overlap Analysis
76.8%High Overlap
27 common stocksRank #2787 / 5,000
Investor takeaway: These funds overlap 76.8%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (27)
| Stock | Wt% in HDFC NIFTY200 MOMENTUM 30 INDE | Wt% in IB35-Groww Nifty 500 Momentum | Overlap |
|---|---|---|---|
Shriram Finance Ltd. Finance | 5.51% | 5.42% | 5.42% |
Eicher Motors Ltd. Automobiles | 5.36% | 5.35% | 5.35% |
Bajaj Finance Ltd. Finance | 4.88% | 4.94% | 4.88% |
Hindalco Industries Ltd. Non - Ferrous Metals | 5.19% | 4.57% | 4.57% |
Maruti Suzuki India Limited Automobiles | 4.39% | 4.43% | 4.39% |
Bharti Airtel Ltd. Telecom - Services | 4.37% | 4.43% | 4.37% |
Asian Paints Limited Consumer Durables | 4.24% | 4.04% | 4.04% |
TVS Motor Company Ltd. Automobiles | 4.57% | 3.74% | 3.74% |
Hero MotoCorp Ltd. Automobiles | 4.13% | 3.35% | 3.35% |
InterGlobe Aviation Ltd. Transport Services | 3.86% | 3.24% | 3.24% |
Bombay Stock Exchange Limited (BSE) Capital Markets | 3.80% | 3.20% | 3.20% |
The Federal Bank Ltd. Banks | 3.27% | 2.70% | 2.70% |
Cummins India Ltd. Industrial Products | 3.11% | 2.55% | 2.55% |
Au Small Finance Bank Ltd. Banks | 3.09% | 2.51% | 2.51% |
Muthoot Finance Ltd. Finance | 3.05% | 2.43% | 2.43% |
Canara Bank Banks | 2.71% | 2.21% | 2.21% |
Cholamandalam Investment & Finance Co. Ltd. Finance | 2.30% | 1.96% | 1.96% |
L&T Finance Ltd. Finance | 2.38% | 1.89% | 1.89% |
Max Financial Services Ltd. Insurance | 2.24% | 1.84% | 1.84% |
Fortis Healthcare Limited Healthcare Services | 2.16% | 1.78% | 1.78% |
One 97 Communications Limited Financial Technology (Fintech) | 2.12% | 1.74% | 1.74% |
Indian Bank Banks | 2.04% | 1.65% | 1.65% |
Fsn Ecommerce Ventures Limited (Nykaa) Retailing | 1.97% | 1.61% | 1.61% |
Aditya Birla Capital ltd. Finance | 2.00% | 1.60% | 1.60% |
GMR Airports Limited Transport Infrastructure | 1.65% | 1.36% | 1.36% |
UPL Ltd. Fertilizers & Agrochemicals | 1.54% | 1.27% | 1.27% |
Glenmark Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 1.33% | 1.11% | 1.11% |
Unique to HDFC NIFTY200 MOMENTUM 30 INDE
- State Bank of India6.10%
Unique to IB35-Groww Nifty 500 Momentum
- Mahindra & Mahindra Limited4.65%
Sector Overlap Breakdown
Finance18.2% (6)
Automobiles16.8% (4)
Banks9.1% (4)
Non - Ferrous Metals4.6% (1)
Telecom - Services4.4% (1)
Consumer Durables4.0% (1)
Transport Services3.2% (1)
Capital Markets3.2% (1)
Industrial Products2.5% (1)
Insurance1.8% (1)
Healthcare Services1.8% (1)
Financial Technology (Fintech)1.7% (1)
Retailing1.6% (1)
Transport Infrastructure1.4% (1)
Fertilizers & Agrochemicals1.3% (1)
Pharmaceuticals & Biotechnology1.1% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.