HDFC Retirement Savings Fund - Equity Plan vs NIPPON INDIA EQUITY SAVINGS FUND

Portfolio Overlap Analysis · HDFC vs Nippon

40.1%
High Overlap
22 common stocks · Rank #2692 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other
Fund B
NIPPON INDIA EQUITY SAVINGS FUND
Nippon · Equity Savings

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in NIPPON INDIA EQUITY SAVINGSOverlap
ICICI Bank Limited
Banks
8.46%6.31%6.31%
HDFC Bank Limited
Banks
5.79%7.62%5.79%
Reliance Industries Limited
Petroleum Products
4.61%3.99%3.99%
Kotak Mahindra Bank Limited
Banks
4.10%3.39%3.39%
Axis Bank Limited
Banks
2.86%4.75%2.86%
Bharti Airtel Limited
Telecom - Services
2.94%2.69%2.69%
Larsen & Toubro Limited
Construction
4.78%2.45%2.45%
State Bank of India
Banks
1.80%3.44%1.80%
Lupin Limited
Pharmaceuticals & Biotechnology
1.71%1.48%1.48%
ITC Limited
Diversified FMCG
1.38%1.48%1.38%

Unique to HDFC Retirement Savings Fund -

  • Maruti Suzuki India Limited3.19%
  • Infosys Limited2.98%
  • Tata Consultancy Services Ltd.2.64%

Unique to NIPPON INDIA EQUITY SAVINGS

  • Mahindra & Mahindra Limited5.28%
  • Eternal Limited3.61%
  • Grasim Industries Limited2.41%

Sector Overlap Breakdown

Banks
20.1% (5)
Petroleum Products
4.0% (1)
Telecom - Services
2.7% (1)
Construction
2.5% (1)
Automobiles
2.2% (3)
IT - Software
1.8% (3)
Ferrous Metals
1.6% (2)
Power
1.6% (2)
Pharmaceuticals & Biotechnology
1.5% (1)
Diversified FMCG
1.4% (1)
Insurance
0.8% (2)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Retirement Savings Fund -

More comparisons for NIPPON INDIA EQUITY SAVINGS

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