HDFC Value Fund vs Nippon India ELSS Tax Saver Fund

Portfolio Overlap Analysis · HDFC vs Nippon

40.8%
High Overlap
18 common stocks · Rank #2548 of 28,292 pairs
Fund A
HDFC Value Fund
HDFC · Value/Contra
Fund B
Nippon India ELSS Tax Saver Fund
Nippon · ELSS

Common Holdings (10)

StockWt% in HDFC ValueWt% in Nippon India ELSS Tax SaverOverlap
ICICI Bank Limited
Banks
7.65%6.98%6.98%
HDFC Bank Limited
Banks
6.65%6.19%6.19%
Axis Bank Limited
Banks
4.72%4.57%4.57%
State Bank of India
Banks
4.10%4.46%4.10%
Infosys Limited
IT - Software
3.30%3.07%3.07%
NTPC Limited
Power
3.57%2.58%2.58%
Reliance Industries Limited
Petroleum Products
3.40%1.89%1.89%
United Spirits Limited
Beverages
1.48%1.46%1.46%
Larsen & Toubro Limited
Construction
1.43%3.03%1.43%
Max Financial Services Limited
Insurance
1.70%1.37%1.37%

Unique to HDFC Value

  • Bharti Airtel Ltd.3.30%
  • Sun Pharmaceutical Industries Ltd.2.58%
  • Au Small Finance Bank Ltd.2.55%

Unique to Nippon India ELSS Tax Saver

  • Samvardhana Motherson International Limited3.42%
  • TVS Holdings Limited2.87%
  • Power Finance Corporation Limited2.52%

Sector Overlap Breakdown

Banks
21.8% (4)
IT - Software
3.1% (1)
Insurance
2.6% (2)
Power
2.6% (1)
Beverages
2.2% (2)
Pharmaceuticals & Biotechnology
2.0% (2)
Petroleum Products
1.9% (1)
Retailing
1.8% (2)
Construction
1.4% (1)
Cement & Cement Products
0.9% (1)
Capital Markets
0.5% (1)

Analysis

AI-generated comparative analysis coming soon.

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