HDFC Nifty500 Multicap 50.25.25 Index Fund vs SBI Nifty 500 Index Fund

Portfolio Overlap Analysis · HDFC vs SBI

79.2%
High Overlap
500 common stocks · Rank #290 of 28,292 pairs
Fund B
SBI Nifty 500 Index Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Nifty500 Multicap 50.25.2Wt% in SBI Nifty 500 IndexOverlap
HDFC Bank Ltd.
Banks
6.96%4.92%4.92%
ICICI Bank Ltd.
Banks
5.05%3.57%3.57%
Reliance Industries Ltd.
Petroleum Products
4.82%3.41%3.41%
Bharti Airtel Ltd.
Telecom - Services
2.68%1.90%1.90%
Larsen & Toubro Ltd.
Construction
2.58%1.82%1.82%
State Bank of India
Banks
2.56%1.81%1.81%
Infosys Ltd.
IT - Software
2.33%1.65%1.65%
Axis Bank Ltd.
Banks
2.03%1.44%1.44%
Kotak Mahindra Bank Ltd.
Banks
1.56%1.11%1.11%
Mahindra & Mahindra Ltd.
Automobiles
1.55%1.10%1.10%

Unique to HDFC Nifty500 Multicap 50.25.2

All top holdings are shared with the other fund.

Unique to SBI Nifty 500 Index

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
16.0% (26)
Finance
5.2% (41)
IT - Software
4.9% (21)
Petroleum Products
4.2% (7)
Pharmaceuticals & Biotechnology
4.1% (37)
Automobiles
3.9% (12)
Telecom - Services
2.6% (8)
Power
2.5% (18)
Consumer Durables
2.3% (19)
Construction
2.3% (12)
Capital Markets
2.0% (15)
Industrial Products
2.0% (28)
Auto Components
2.0% (23)
Retailing
1.9% (12)
Electrical Equipment
1.9% (17)
Diversified FMCG
1.8% (2)
Ferrous Metals
1.5% (7)
Cement & Cement Products
1.5% (11)
Insurance
1.4% (11)
Healthcare Services
1.4% (14)
Chemicals & Petrochemicals
1.2% (18)
Aerospace & Defense
1.0% (6)
Realty
0.9% (10)
Non - Ferrous Metals
0.8% (4)
Agricultural Food & other Products
0.7% (8)
Transport Services
0.7% (6)
Food Products
0.7% (6)
Leisure Services
0.7% (14)
Personal Products
0.7% (7)
Transport Infrastructure
0.6% (3)
Gas
0.6% (8)
Fertilizers & Agrochemicals
0.6% (8)
Oil
0.6% (3)
Beverages
0.5% (4)
Financial Technology (Fintech)
0.5% (2)
Diversified Metals
0.4% (1)
Agricultural, Commercial & Construction Vehicles
0.4% (4)
Industrial Manufacturing
0.4% (9)
Consumable Fuels
0.3% (1)
Minerals & Mining
0.3% (4)
IT - Services
0.3% (7)
Textiles & Apparels
0.2% (6)
Metals & Minerals Trading
0.2% (1)
Commercial Services & Supplies
0.2% (5)
Entertainment
0.1% (4)
Diversified
0.1% (3)
Cigarettes & Tobacco Products
0.0% (1)
Household Products
0.0% (2)
Paper, Forest & Jute Products
0.0% (1)
Telecom - Equipment & Accessories
0.0% (2)
Healthcare Equipment & Supplies
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Nifty500 Multicap 50.25.2

More comparisons for SBI Nifty 500 Index

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