ADITYA BIRLA SUN LIFE CONSUMPTION FUND vs Baroda BNP Paribas India Consumption Fund
ABSL vs Baroda BNP· Portfolio Overlap Analysis
50.8%High Overlap
30 common stocksRank #9315 / 20,000
Investor takeaway: At 50.8% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (30)
| Stock | Wt% in ADITYA BIRLA SUN LIFE CONSUMPT | Wt% in Baroda BNP Paribas India Consu | Overlap |
|---|---|---|---|
Bharti Airtel Limited Telecom - Services | 5.29% | 7.75% | 5.29% |
Mahindra & Mahindra Limited Automobiles | 3.90% | 7.76% | 3.90% |
Maruti Suzuki India Limited Automobiles | 3.78% | 6.77% | 3.78% |
ITC Limited Diversified FMCG | 3.39% | 3.66% | 3.39% |
Eternal Limited Retailing | 4.09% | 3.05% | 3.05% |
TVS Motor Company Limited Automobiles | 2.89% | 4.39% | 2.89% |
Hindustan Unilever Limited Diversified FMCG | 2.58% | 3.78% | 2.58% |
Titan Company Limited Consumer Durables | 2.52% | 5.95% | 2.52% |
Avenue Supermarts Limited Retailing | 2.39% | 2.38% | 2.38% |
Godrej Consumer Products Limited Personal Products | 2.21% | 2.70% | 2.21% |
Trent Limited Retailing | 2.25% | 1.77% | 1.77% |
Britannia Industries Limited Food Products | 1.53% | 3.09% | 1.53% |
Nestle India Limited Food Products | 1.33% | 2.22% | 1.33% |
Tata Consumer Products Limited Agricultural Food & other Products | 1.95% | 1.29% | 1.29% |
Metro Brands Limited Consumer Durables | 1.18% | 1.54% | 1.18% |
FSN E-Commerce Ventures Limited Retailing | 1.16% | 1.28% | 1.16% |
Swiggy Ltd Retailing | 1.06% | 2.28% | 1.06% |
Varun Beverages Limited Beverages | 1.30% | 0.99% | 0.99% |
Dabur India Limited Personal Products | 0.95% | 1.60% | 0.95% |
Vishal Mega Mart Ltd Retailing | 0.91% | 1.05% | 0.91% |
Orkla India Ltd Food Products | 0.80% | 0.85% | 0.80% |
Mrs Bectors Food Specialities Limited Food Products | 0.76% | 1.36% | 0.76% |
Jubilant Foodworks Limited Leisure Services | 0.76% | 1.29% | 0.76% |
Akzo Nobel India Limited Consumer Durables | 0.72% | 0.91% | 0.72% |
Procter & Gamble Hygiene and Health Care Limited Personal Products | 0.71% | 1.01% | 0.71% |
Radico Khaitan Limited Beverages | 0.69% | 1.55% | 0.69% |
Havells India Limited Consumer Durables | 0.66% | 1.10% | 0.66% |
Phoenix Mills Limited Realty | 0.59% | 2.73% | 0.59% |
United Breweries Limited Beverages | 1.45% | 0.52% | 0.52% |
PB Fintech Limited Financial Technology (Fintech) | 0.38% | 1.37% | 0.38% |
Unique to ADITYA BIRLA SUN LIFE CONSUMPT
- ICICI Bank Limited3.97%
- HDFC Bank Limited2.75%
Unique to Baroda BNP Paribas India Consu
- Eicher Motors Limited5.23%
Sector Overlap Breakdown
Automobiles10.6% (3)
Retailing10.3% (6)
Diversified FMCG6.0% (2)
Telecom - Services5.3% (1)
Consumer Durables5.1% (4)
Food Products4.4% (4)
Personal Products3.9% (3)
Beverages2.2% (3)
Agricultural Food & other Products1.3% (1)
Leisure Services0.8% (1)
Realty0.6% (1)
Financial Technology (Fintech)0.4% (1)
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More comparisons for Baroda BNP Paribas India Consu
- vs EDELWEISS CONSUMPTION61.5% · 26 stocks
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- vs SBI Nifty Consumption ETF59.8% · 19 stocks
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.