HDFC Retirement Savings Fund - Equity Plan vs IB11-Groww ELSS Tax Saver Fund
HDFC vs Groww· Portfolio Overlap Analysis
46.2%High Overlap
23 common stocksRank #14286 / 20,000
Investor takeaway: At 46.2% 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 (23)
| Stock | Wt% in HDFC Retirement Savings Fund - | Wt% in IB11-Groww ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.62% | 8.05% | 7.62% |
ICICI Bank Ltd. Banks | 6.31% | 5.75% | 5.75% |
Reliance Industries Ltd. Petroleum Products | 3.99% | 5.46% | 3.99% |
State Bank of India Banks | 3.44% | 3.53% | 3.44% |
Bharti Airtel Ltd. Telecom - Services | 2.69% | 3.23% | 2.69% |
Axis Bank Ltd. Banks | 4.75% | 2.60% | 2.60% |
Infosys Limited IT - Software | 2.98% | 2.49% | 2.49% |
Larsen and Toubro Ltd. Construction | 2.45% | 3.35% | 2.45% |
Kotak Mahindra Bank Limited Banks | 3.39% | 2.23% | 2.23% |
Maruti Suzuki India Limited Automobiles | 3.19% | 1.77% | 1.77% |
ITC LIMITED Diversified FMCG | 1.48% | 1.54% | 1.48% |
Lupin Ltd. Pharmaceuticals & Biotechnology | 1.48% | 1.12% | 1.12% |
Tata Consultancy Services Ltd. IT - Software | 2.64% | 1.08% | 1.08% |
Tata Steel Ltd. Ferrous Metals | 1.06% | 1.56% | 1.06% |
ICICI Lombard General Insurance Co Insurance | 1.36% | 1.03% | 1.03% |
Eicher Motors Ltd. Automobiles | 1.72% | 1.00% | 1.00% |
Max Financial Services Ltd. Insurance | 1.30% | 1.00% | 1.00% |
InterGlobe Aviation Ltd. Transport Services | 0.83% | 1.50% | 0.83% |
NTPC Limited Power | 1.37% | 0.70% | 0.70% |
Hindustan Petroleum Corp. Ltd. Petroleum Products | 1.07% | 0.58% | 0.58% |
National Aluminium Co. Ltd. Non - Ferrous Metals | 0.51% | 0.99% | 0.51% |
HCL Technologies Ltd. IT - Software | 1.99% | 0.50% | 0.50% |
Prestige Estates Projects Ltd. Realty | 0.30% | 0.84% | 0.30% |
Unique to HDFC Retirement Savings Fund -
All top holdings are shared with the other fund.
Unique to IB11-Groww ELSS Tax Saver
- Mahindra & Mahindra Limited2.35%
Sector Overlap Breakdown
Banks21.6% (5)
Petroleum Products4.6% (2)
IT - Software4.1% (3)
Automobiles2.8% (2)
Telecom - Services2.7% (1)
Construction2.5% (1)
Insurance2.0% (2)
Diversified FMCG1.5% (1)
Pharmaceuticals & Biotechnology1.1% (1)
Ferrous Metals1.1% (1)
Transport Services0.8% (1)
Power0.7% (1)
Non - Ferrous Metals0.5% (1)
Realty0.3% (1)
More comparisons for HDFC Retirement Savings Fund -
- vs HDFC Retirement Savings Fund -64.1% · 52 stocks
- vs HDFC ELSS Tax saver57.2% · 32 stocks
- vs HDFC Hybrid Equity53.0% · 35 stocks
- vs HDFC Flexi Cap51.6% · 26 stocks
- vs LIC MF NIFTY 50 ETF50.8% · 22 stocks
More comparisons for IB11-Groww ELSS Tax Saver
- vs SBI BSE 100 ETF64.0% · 42 stocks
- vs IB33-GROWW NIFTY 200 ETF61.9% · 54 stocks
- vs Parag Parikh Large Cap61.9% · 35 stocks
- vs Axis Nifty 100 Index61.8% · 35 stocks
- vs HDFC NIFTY 100 ETF61.8% · 35 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.