HDFC Retirement Savings Fund - Equity Plan vs Mirae Asset ELSS Tax Saver Fund
HDFC vs Mirae· Portfolio Overlap Analysis
44.5%High Overlap
26 common stocksRank #16900 / 20,000
Investor takeaway: At 44.5% 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 (26)
| Stock | Wt% in HDFC Retirement Savings Fund - | Wt% in Mirae Asset ELSS Tax Saver | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.62% | 9.71% | 7.62% |
ICICI Bank Ltd. Banks | 6.31% | 5.09% | 5.09% |
Axis Bank Ltd. Banks | 4.75% | 3.97% | 3.97% |
State Bank of India Banks | 3.44% | 4.38% | 3.44% |
Reliance Industries Ltd. Petroleum Products | 3.99% | 3.04% | 3.04% |
Infosys Limited IT - Software | 2.98% | 3.35% | 2.98% |
Tata Consultancy Services Ltd. IT - Software | 2.64% | 2.80% | 2.64% |
Larsen and Toubro Ltd. Construction | 2.45% | 2.63% | 2.45% |
Bharti Airtel Ltd. Telecom - Services | 2.69% | 2.20% | 2.20% |
ITC LIMITED Diversified FMCG | 1.48% | 2.69% | 1.48% |
Tata Steel Ltd. Ferrous Metals | 1.06% | 1.13% | 1.06% |
Delhivery Limited Transport Services | 0.99% | 2.79% | 0.99% |
Gland Pharma Ltd. Pharmaceuticals & Biotechnology | 0.91% | 1.66% | 0.91% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 0.84% | 1.70% | 0.84% |
InterGlobe Aviation Ltd. Transport Services | 0.83% | 1.71% | 0.83% |
Kotak Mahindra Bank Limited Banks | 3.39% | 0.74% | 0.74% |
United Spirits Limited Beverages | 0.99% | 0.70% | 0.70% |
Gujarat State Petronet Ltd. Gas | 0.65% | 1.09% | 0.65% |
Ceat Ltd. Auto Components | 0.62% | 1.53% | 0.62% |
Timken India Ltd. Industrial Products | 0.60% | 0.80% | 0.60% |
SKF India (Industrial) Limited Industrial Products | 0.41% | 1.07% | 0.41% |
Greenply Industries Ltd. Consumer Durables | 0.39% | 0.63% | 0.39% |
Equitas Small Finance Bank Ltd Banks | 0.37% | 1.03% | 0.37% |
Prestige Estates Projects Ltd. Realty | 0.30% | 1.63% | 0.30% |
Gateway Distriparks Limited Transport Services | 0.59% | 0.21% | 0.21% |
Maruti Suzuki India Limited Automobiles | 3.19% | 0.00% | 0.00% |
Unique to HDFC Retirement Savings Fund -
All top holdings are shared with the other fund.
Unique to Mirae Asset ELSS Tax Saver
- Eternal Ltd.2.82%
- IndusInd Bank Ltd.2.77%
Sector Overlap Breakdown
Banks21.2% (6)
IT - Software5.6% (2)
Petroleum Products3.0% (1)
Construction2.5% (1)
Telecom - Services2.2% (1)
Transport Services2.0% (3)
Diversified FMCG1.5% (1)
Ferrous Metals1.1% (1)
Industrial Products1.0% (2)
Pharmaceuticals & Biotechnology0.9% (1)
Healthcare Services0.8% (1)
Beverages0.7% (1)
Gas0.7% (1)
Auto Components0.6% (1)
Consumer Durables0.4% (1)
Realty0.3% (1)
Automobiles0.0% (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 Mirae Asset ELSS Tax Saver
- vs Mirae Asset Large & Midcap71.5% · 59 stocks
- vs Mirae Asset Multicap56.6% · 39 stocks
- vs Mirae Asset Large Cap55.3% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In47.1% · 26 stocks
- vs Bajaj Finserv Nifty 50 Index47.1% · 26 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.