HDFC Retirement Savings Fund - Equity Plan vs SBI Large Cap Fund
Portfolio Overlap Analysis · SBI vs HDFC
40.6%
High Overlap
16 common stocks · Rank #2614 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Retirement Savings Fund - | Wt% in SBI Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.62% | 6.54% | 6.54% |
ICICI Bank Ltd. Banks | 6.31% | 8.20% | 6.31% |
Reliance Industries Ltd. Petroleum Products | 3.99% | 6.18% | 3.99% |
State Bank of India Banks | 3.44% | 4.16% | 3.44% |
Axis Bank Ltd. Banks | 4.75% | 3.44% | 3.44% |
Kotak Mahindra Bank Ltd. Banks | 3.39% | 3.46% | 3.39% |
Infosys Ltd. IT - Software | 2.98% | 3.16% | 2.98% |
Bharti Airtel Ltd. Telecom - Services | 2.69% | 2.48% | 2.48% |
Larsen & Toubro Ltd. Construction | 2.45% | 5.73% | 2.45% |
HDFC Life Insurance Company Ltd. Insurance | 1.13% | 3.75% | 1.13% |
Unique to HDFC Retirement Savings Fund -
- Maruti Suzuki India Limited3.19%
- Tata Consultancy Services Ltd.2.64%
Unique to SBI Large Cap
- Asian Paints Ltd.3.57%
- Tata Motors Ltd.3.48%
Sector Overlap Breakdown
Banks23.1% (5)
Petroleum Products4.0% (1)
IT - Software3.0% (1)
Telecom - Services2.5% (1)
Construction2.5% (1)
Insurance2.0% (2)
Ferrous Metals1.1% (1)
Diversified FMCG1.0% (1)
Automobiles1.0% (1)
Industrial Products0.4% (1)
Pharmaceuticals & Biotechnology0.2% (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 Large Cap
- vs NIPPON INDIA LARGE CAP52.5% · 25 stocks
- vs Parag Parikh Large Cap52.5% · 31 stocks
- vs SBI Nifty 50 ETF52.4% · 20 stocks
- vs HDFC Nifty 50 Index52.4% · 20 stocks
- vs HDFCNYEXTF52.4% · 20 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.