HDFC Retirement Savings Fund - Equity Plan vs SBI ELSS Tax Saver Fund

Portfolio Overlap Analysis · HDFC vs SBI

39.3%
Moderate Overlap
20 common stocks · Rank #2840 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other
Fund B
SBI ELSS Tax Saver Fund
SBI · ELSS

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in SBI ELSS Tax SaverOverlap
ICICI Bank Ltd.
Banks
7.74%6.31%6.31%
HDFC Bank Ltd.
Banks
4.44%7.62%4.44%
Axis Bank Ltd.
Banks
4.29%4.75%4.29%
Reliance Industries Ltd.
Petroleum Products
4.89%3.99%3.99%
State Bank of India
Banks
4.61%3.44%3.44%
Kotak Mahindra Bank Ltd.
Banks
4.23%3.39%3.39%
Infosys Ltd.
IT - Software
2.05%2.98%2.05%
Bharti Airtel Ltd.
Telecom - Services
1.79%2.69%1.79%
Tata Consultancy Services Ltd.
IT - Software
1.52%2.64%1.52%
Lupin Ltd.
Pharmaceuticals & Biotechnology
1.92%1.48%1.48%

Unique to HDFC Retirement Savings Fund -

  • Maruti Suzuki India Limited3.19%

Unique to SBI ELSS Tax Saver

  • Tata Steel Ltd.4.09%
  • Torrent Power Ltd.2.73%
  • Mahindra & Mahindra Ltd.2.66%
  • Cipla Ltd.2.56%

Sector Overlap Breakdown

Banks
22.2% (6)
Petroleum Products
4.0% (1)
IT - Software
3.6% (2)
Pharmaceuticals & Biotechnology
2.4% (2)
Telecom - Services
1.8% (1)
Insurance
1.1% (1)
Ferrous Metals
1.1% (1)
Transport Services
0.8% (1)
Personal Products
0.6% (1)
Diversified FMCG
0.6% (1)
Gas
0.4% (1)
Auto Components
0.4% (1)
Industrial Products
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Retirement Savings Fund -

More comparisons for SBI ELSS Tax Saver

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