Baroda BNP Paribas India Consumption Fund vs Mahindra Manulife Consumption Fund
Baroda BNP vs Mahindra· Portfolio Overlap Analysis
55.4%High Overlap
24 common stocksRank #6795 / 20,000
Investor takeaway: At 55.4% 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 (24)
| Stock | Wt% in Baroda BNP Paribas India Consu | Wt% in Mahindra Manulife Consumption | Overlap |
|---|---|---|---|
Bharti Airtel Limited Telecom - Services | 7.75% | 6.28% | 6.28% |
Mahindra & Mahindra Limited Automobiles | 7.76% | 6.25% | 6.25% |
Titan Company Limited Consumer Durables | 5.95% | 4.42% | 4.42% |
Hindustan Unilever Limited Diversified FMCG | 3.78% | 4.27% | 3.78% |
ITC Limited Diversified FMCG | 3.66% | 5.05% | 3.66% |
Maruti Suzuki India Limited Automobiles | 6.77% | 3.44% | 3.44% |
Eternal Limited Retailing | 3.05% | 4.20% | 3.05% |
Britannia Industries Limited Food Products | 3.09% | 2.49% | 2.49% |
Avenue Supermarts Limited Retailing | 2.38% | 2.54% | 2.38% |
TVS Motor Company Limited Automobiles | 4.39% | 2.22% | 2.22% |
Trent Limited Retailing | 1.77% | 2.32% | 1.77% |
LG Electronics India Ltd Consumer Durables | 2.40% | 1.67% | 1.67% |
Mrs. Bectors Food Specialities Limited Food Products | 1.36% | 1.37% | 1.36% |
Indus Towers Limited Telecom - Services | 1.36% | 2.00% | 1.36% |
Tata Consumer Products Limited Agricultural Food & other Products | 1.29% | 2.63% | 1.29% |
Swiggy Limited Retailing | 2.28% | 1.28% | 1.28% |
Dabur India Limited Personal Products | 1.60% | 1.27% | 1.27% |
Godrej Consumer Products Limited Personal Products | 2.70% | 1.21% | 1.21% |
Jubilant Foodworks Limited Leisure Services | 1.29% | 1.16% | 1.16% |
Havells India Limited Consumer Durables | 1.10% | 1.42% | 1.10% |
Radico Khaitan Limited Beverages | 1.55% | 1.03% | 1.03% |
Metro Brands Limited Consumer Durables | 1.54% | 1.01% | 1.01% |
Varun Beverages Limited Beverages | 0.99% | 2.04% | 0.99% |
Vishal Mega Mart Limited Retailing | 1.05% | 0.93% | 0.93% |
Unique to Baroda BNP Paribas India Consu
- Eicher Motors Limited5.23%
Unique to Mahindra Manulife Consumption
- Bajaj Auto Limited3.59%
Sector Overlap Breakdown
Automobiles11.9% (3)
Retailing9.4% (5)
Consumer Durables8.2% (4)
Telecom - Services7.6% (2)
Diversified FMCG7.4% (2)
Food Products3.9% (2)
Personal Products2.5% (2)
Beverages2.0% (2)
Agricultural Food & other Products1.3% (1)
Leisure Services1.2% (1)
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More comparisons for Mahindra Manulife Consumption
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.