HDFC Retirement Savings Fund - Equity Plan vs SBI Flexicap Fund
Portfolio Overlap Analysis · SBI vs HDFC
40.3%
High Overlap
17 common stocks · Rank #2649 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Retirement Savings Fund - | Wt% in SBI Flexicap | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 6.31% | 5.89% | 5.89% |
HDFC Bank Ltd. Banks | 7.62% | 5.70% | 5.70% |
Axis Bank Ltd. Banks | 4.75% | 5.65% | 4.75% |
Kotak Mahindra Bank Ltd. Banks | 3.39% | 3.57% | 3.39% |
Reliance Industries Ltd. Petroleum Products | 3.99% | 2.93% | 2.93% |
Bharti Airtel Ltd. Telecom - Services | 2.69% | 2.69% | 2.69% |
Larsen & Toubro Ltd. Construction | 2.45% | 4.77% | 2.45% |
Infosys Ltd. IT - Software | 2.98% | 2.23% | 2.23% |
Maruti Suzuki India Ltd. Automobiles | 3.19% | 2.05% | 2.05% |
Eicher Motors Ltd. Automobiles | 1.72% | 3.36% | 1.72% |
Unique to HDFC Retirement Savings Fund -
- State Bank of India3.44%
- Tata Consultancy Services Ltd.2.64%
Unique to SBI Flexicap
- Tata Steel Ltd.3.32%
Sector Overlap Breakdown
Banks19.7% (4)
Automobiles3.8% (2)
Petroleum Products2.9% (1)
Telecom - Services2.7% (1)
Insurance2.5% (2)
Construction2.5% (1)
Ferrous Metals2.3% (2)
IT - Software2.2% (1)
Power1.4% (1)
Industrial Products0.3% (1)
Gas0.0% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC Retirement Savings Fund -
- vs HDFC Retirement Savings Fund -64.1% · 52 stocks
- vs HDFCTS57.2% · 32 stocks
- vs HDFC Hybrid Equity53.0% · 35 stocks
- vs HDFC Flexi Cap51.6% · 26 stocks
- vs SBI Nifty Index50.8% · 22 stocks
More comparisons for SBI Flexicap
- vs SBI Nifty 50 ETF46.8% · 23 stocks
- vs HDFC Nifty 50 Index46.8% · 23 stocks
- vs HDFCNYEXTF46.8% · 23 stocks
- vs SBI Nifty Index46.8% · 23 stocks
- vs NIPPON INDIA INDEX FUND - NIFT46.8% · 23 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.