HDFC Nifty50 Value 20 ETF vs NIPPON INDIA ETF NIFTY DIVIDEND OPPORTUNITIES 50
HDFC vs Nippon· Portfolio Overlap Analysis
50.5%High Overlap
11 common stocksRank #9464 / 20,000
Investor takeaway: At 50.5% 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 (11)
| Stock | Wt% in HDFC Nifty50 Value 20 ETF | Wt% in NIPPON INDIA ETF NIFTY DIVIDEN | Overlap |
|---|---|---|---|
State Bank of India Banks | 11.29% | 12.53% | 11.29% |
Infosys Limited IT - Software | 10.32% | 7.91% | 7.91% |
ITC LIMITED Diversified FMCG | 6.85% | 7.69% | 6.85% |
Tata Consultancy Services Ltd. IT - Software | 6.10% | 6.85% | 6.10% |
NTPC Limited Power | 4.10% | 4.60% | 4.10% |
HCL Technologies Ltd. IT - Software | 3.32% | 3.73% | 3.32% |
Power Grid Corporation of India Ltd. Power | 3.06% | 3.44% | 3.06% |
Oil & Natural Gas Corporation Ltd. Oil | 2.46% | 2.76% | 2.46% |
Coal India Ltd. Consumable Fuels | 2.21% | 2.49% | 2.21% |
Tech Mahindra Ltd. IT - Software | 1.95% | 2.19% | 1.95% |
Wipro Ltd. IT - Software | 1.30% | 1.46% | 1.30% |
Unique to HDFC Nifty50 Value 20 ETF
- ICICI Bank Ltd.15.79%
- Axis Bank Ltd.8.98%
- Kotak Mahindra Bank Limited6.92%
- Maruti Suzuki India Limited4.42%
Unique to NIPPON INDIA ETF NIFTY DIVIDEN
- Hindustan Unilever Limited5.28%
- Shriram Finance Limited3.84%
- Vedanta Limited3.10%
Sector Overlap Breakdown
IT - Software20.6% (5)
Banks11.3% (1)
Power7.2% (2)
Diversified FMCG6.8% (1)
Oil2.5% (1)
Consumable Fuels2.2% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.