HDFC Retirement Savings Fund - Equity Plan vs Nippon India Flexi Cap Fund

Portfolio Overlap Analysis · Nippon vs HDFC

43.0%
High Overlap
23 common stocks · Rank #2057 of 28,282 pairs
Fund A
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other
Fund B
Nippon India Flexi Cap Fund
Nippon · Flexi Cap

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in Nippon India Flexi CapOverlap
HDFC Bank Limited
Banks
7.62%6.34%6.34%
ICICI Bank Limited
Banks
6.31%5.29%5.29%
Axis Bank Limited
Banks
4.75%4.37%4.37%
Reliance Industries Limited
Petroleum Products
3.99%3.68%3.68%
Infosys Limited
IT - Software
2.98%3.06%2.98%
Larsen & Toubro Limited
Construction
2.45%2.97%2.45%
Maruti Suzuki India Limited
Automobiles
3.19%2.26%2.26%
State Bank of India
Banks
3.44%2.08%2.08%
Bharti Airtel Limited
Telecom - Services
2.69%2.02%2.02%
NTPC Limited
Power
1.37%1.87%1.37%

Unique to HDFC Retirement Savings Fund -

  • Kotak Mahindra Bank Limited3.39%
  • Tata Consultancy Services Ltd.2.64%

Unique to Nippon India Flexi Cap

  • Bajaj Finance Limited2.75%
  • Mahindra & Mahindra Limited2.56%
  • Vedanta Limited2.23%

Sector Overlap Breakdown

Banks
19.3% (5)
Petroleum Products
4.8% (2)
IT - Software
3.6% (2)
Construction
2.8% (2)
Automobiles
2.3% (1)
Telecom - Services
2.0% (1)
Transport Services
1.6% (2)
Power
1.4% (1)
Ferrous Metals
1.3% (1)
Diversified FMCG
1.2% (1)
Pharmaceuticals & Biotechnology
1.1% (1)
Personal Products
0.6% (1)
Industrial Products
0.6% (1)
Healthcare Services
0.5% (1)
IT - Services
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Retirement Savings Fund -

More comparisons for Nippon India Flexi Cap

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