HDFC Retirement Savings Fund - Equity Plan vs Mirae Asset Large Cap Fund
HDFC vs Mirae· Portfolio Overlap Analysis
49.1%High Overlap
25 common stocksRank #11145 / 20,000
Investor takeaway: At 49.1% 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 (25)
| Stock | Wt% in HDFC Retirement Savings Fund - | Wt% in Mirae Asset Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.62% | 9.54% | 7.62% |
ICICI Bank Ltd. Banks | 6.31% | 8.49% | 6.31% |
Reliance Industries Ltd. Petroleum Products | 3.99% | 4.99% | 3.99% |
Axis Bank Ltd. Banks | 4.75% | 3.62% | 3.62% |
State Bank of India Banks | 3.44% | 3.66% | 3.44% |
Infosys Limited IT - Software | 2.98% | 4.28% | 2.98% |
Bharti Airtel Ltd. Telecom - Services | 2.69% | 4.55% | 2.69% |
Tata Consultancy Services Ltd. IT - Software | 2.64% | 2.94% | 2.64% |
Larsen and Toubro Ltd. Construction | 2.45% | 3.99% | 2.45% |
Maruti Suzuki India Limited Automobiles | 3.19% | 2.37% | 2.37% |
Kotak Mahindra Bank Limited Banks | 3.39% | 1.75% | 1.75% |
ITC LIMITED Diversified FMCG | 1.48% | 3.12% | 1.48% |
NTPC Limited Power | 1.37% | 1.45% | 1.37% |
Eicher Motors Ltd. Automobiles | 1.72% | 1.18% | 1.18% |
Gland Pharma Ltd. Pharmaceuticals & Biotechnology | 0.91% | 0.91% | 0.91% |
Apollo Hospitals Enterprise Ltd. Healthcare Services | 0.84% | 1.45% | 0.84% |
Godrej Consumer Products Ltd. Personal Products | 0.64% | 1.23% | 0.64% |
Timken India Ltd. Industrial Products | 0.60% | 0.63% | 0.60% |
Jindal Steel Limited. Ferrous Metals | 1.25% | 0.56% | 0.56% |
Kalpataru Projects International Ltd Construction | 0.78% | 0.53% | 0.53% |
InterGlobe Aviation Ltd. Transport Services | 0.83% | 0.50% | 0.50% |
SKF India (Industrial) Limited Industrial Products | 0.41% | 0.27% | 0.27% |
Tata Steel Ltd. Ferrous Metals | 1.06% | 0.19% | 0.19% |
Gujarat State Petronet Ltd. Gas | 0.65% | 0.19% | 0.19% |
Cipla Ltd. Pharmaceuticals & Biotechnology | 0.96% | 0.00% | 0.00% |
Unique to HDFC Retirement Savings Fund -
All top holdings are shared with the other fund.
Unique to Mirae Asset Large Cap
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks22.7% (5)
IT - Software5.6% (2)
Petroleum Products4.0% (1)
Automobiles3.5% (2)
Construction3.0% (2)
Telecom - Services2.7% (1)
Diversified FMCG1.5% (1)
Power1.4% (1)
Pharmaceuticals & Biotechnology0.9% (2)
Industrial Products0.9% (2)
Healthcare Services0.8% (1)
Ferrous Metals0.8% (2)
Personal Products0.6% (1)
Transport Services0.5% (1)
Gas0.2% (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 Large Cap
- vs HDFC NIFTY 50 ETF68.5% · 33 stocks
- vs HDFC Nifty 50 Index68.5% · 33 stocks
- vs ICICI Prudential Nifty 50 ETF68.5% · 33 stocks
- vs Mirae Asset Nifty 50 ETF68.5% · 33 stocks
- vs SBI Nifty Index68.5% · 33 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.