Fund overlap
HDFC Equity Savings Fund vs UTI BSE Sensex ETF
Fund A
HDFC Equity Savings Fund
HDFC Equity Savings Fund - Direct Plan - Growth Option
Open Ended Schemes(Hybrid Scheme - Equity Savings) · HDFC Mutual Fund
Fund B
UTI BSE Sensex ETF
UTI BSE Sensex ETF - Direct Plan
Open Ended Schemes(Exchange Traded Funds (ETFs) - Equity ETF) · UTI Mutual Fund
Overlap
28.8%
- Shared holdings
- 28
- Holdings in A
- 127
- Holdings in B
- 30
Overlap measures how closely the two portfolios match, holding by holding and weight by weight, using each fund's latest disclosed holdings. 100% would mean the same holdings at the same weights.
Shared holdings
The 10 largest of 28 shared holdings, ordered by the smaller of the two weights.
| Holding | HDFC Equity Savings Fund | UTI BSE Sensex ETF |
|---|---|---|
| HDFC Bank Ltd.£ | 6.96% | 12.59% |
| Reliance Industries Ltd. | 5.23% | 9.15% |
| Larsen and Toubro Ltd. | 2.97% | 5.11% |
| ICICI Bank Ltd. | 2.87% | 11.03% |
| Bharti Airtel Ltd. | 2.38% | 6.38% |
| Sun Pharmaceutical Industries Ltd. | 2.89% | 2.28% |
| Titan Company Ltd. | 3.20% | 2.18% |
| Bajaj Finance Ltd. | 2.00% | 2.99% |
| Maruti Suzuki India Limited | 2.05% | 1.79% |
| NTPC Limited | 3.55% | 1.78% |
Data as of 30 Sept 2026
Method: weighted Jaccard
Weighted Jaccard adds up the smaller weight of every holding across both funds and divides by the sum of the larger weights.