HDFC Retirement Savings Fund - Equity Plan vs LIC MF NIFTY 50 ETF

HDFC vs LIC· Portfolio Overlap Analysis

50.8%High Overlap
22 common stocksRank #9252 / 20,000

Investor takeaway: At 50.8% 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 (22)

StockWt% in HDFC Retirement Savings Fund -Wt% in LIC MF NIFTY 50 ETFOverlap
HDFC Bank Ltd.
Banks
7.62%11.82%7.62%
ICICI Bank Ltd.
Banks
6.31%8.58%6.31%
Reliance Industries Ltd.
Petroleum Products
3.99%8.19%3.99%
Axis Bank Ltd.
Banks
4.75%3.45%3.45%
State Bank of India
Banks
3.44%4.35%3.44%
Infosys Limited
IT - Software
2.98%3.96%2.98%
Bharti Airtel Ltd.
Telecom - Services
2.69%4.56%2.69%
Kotak Mahindra Bank Limited
Banks
3.39%2.66%2.66%
Larsen and Toubro Ltd.
Construction
2.45%4.37%2.45%
Tata Consultancy Services Ltd.
IT - Software
2.64%2.34%2.34%
Maruti Suzuki India Limited
Automobiles
3.19%1.69%1.69%
ITC LIMITED
Diversified FMCG
1.48%2.63%1.48%
NTPC Limited
Power
1.37%1.58%1.37%
HCL Technologies Ltd.
IT - Software
1.99%1.28%1.28%
Power Grid Corporation of India Ltd.
Power
2.14%1.18%1.18%
Tata Steel Ltd.
Ferrous Metals
1.06%1.53%1.06%
Bajaj Auto Limited
Automobiles
1.93%0.97%0.97%
Eicher Motors Ltd.
Automobiles
1.72%0.96%0.96%
InterGlobe Aviation Ltd.
Transport Services
0.83%0.94%0.83%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
0.84%0.71%0.71%
HDFC Life Insurance Company Limited
Insurance
1.13%0.67%0.67%
Cipla Ltd.
Pharmaceuticals & Biotechnology
0.96%0.67%0.67%

Unique to HDFC Retirement Savings Fund -

All top holdings are shared with the other fund.

Unique to LIC MF NIFTY 50 ETF

  • Mahindra & Mahindra Ltd.2.64%

Sector Overlap Breakdown

Banks
23.5% (5)
IT - Software
6.6% (3)
Petroleum Products
4.0% (1)
Automobiles
3.6% (3)
Telecom - Services
2.7% (1)
Power
2.5% (2)
Construction
2.5% (1)
Diversified FMCG
1.5% (1)
Ferrous Metals
1.1% (1)
Transport Services
0.8% (1)
Healthcare Services
0.7% (1)
Insurance
0.7% (1)
Pharmaceuticals & Biotechnology
0.7% (1)

More comparisons for HDFC Retirement Savings Fund -

More comparisons for LIC MF NIFTY 50 ETF

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