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)
| Stock | Wt% in HDFC Retirement Savings Fund - | Wt% in LIC MF NIFTY 50 ETF | Overlap |
|---|---|---|---|
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
Banks23.5% (5)
IT - Software6.6% (3)
Petroleum Products4.0% (1)
Automobiles3.6% (3)
Telecom - Services2.7% (1)
Power2.5% (2)
Construction2.5% (1)
Diversified FMCG1.5% (1)
Ferrous Metals1.1% (1)
Transport Services0.8% (1)
Healthcare Services0.7% (1)
Insurance0.7% (1)
Pharmaceuticals & Biotechnology0.7% (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 Bajaj Finserv Nifty 50 Index50.8% · 22 stocks
More comparisons for LIC MF NIFTY 50 ETF
- vs HDFC NIFTY 50 ETF99.8% · 50 stocks
- vs HDFC Nifty 50 Index99.8% · 50 stocks
- vs ICICI Prudential Nifty 50 ETF99.8% · 50 stocks
- vs Mirae Asset Nifty 50 ETF99.8% · 50 stocks
- vs SBI Nifty Index99.8% · 50 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.