Baroda BNP Paribas India Consumption Fund vs Mirae Asset Great Consumer Fund
Baroda BNP vs Mirae· Portfolio Overlap Analysis
53.9%High Overlap
17 common stocksRank #7293 / 20,000
Investor takeaway: At 53.9% 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 (17)
| Stock | Wt% in Baroda BNP Paribas India Consu | Wt% in Mirae Asset Great Consumer | Overlap |
|---|---|---|---|
Mahindra & Mahindra Limited Automobiles | 7.76% | 7.13% | 7.13% |
Maruti Suzuki India Limited Automobiles | 6.77% | 6.91% | 6.77% |
Bharti Airtel Limited Telecom - Services | 7.75% | 6.39% | 6.39% |
Titan Company Limited Consumer Durables | 5.95% | 6.77% | 5.95% |
Eicher Motors Limited Automobiles | 5.23% | 4.40% | 4.40% |
ITC Limited Diversified FMCG | 3.66% | 4.72% | 3.66% |
Britannia Industries Limited Food Products | 3.09% | 4.28% | 3.09% |
Eternal Limited Retailing | 3.05% | 7.02% | 3.05% |
LG Electronics India Ltd Consumer Durables | 2.40% | 2.74% | 2.40% |
Marico Limited Agricultural Food & other Products | 2.62% | 2.05% | 2.05% |
Trent Limited Retailing | 1.77% | 4.17% | 1.77% |
Godrej Consumer Products Limited Personal Products | 2.70% | 1.63% | 1.63% |
Avenue Supermarts Limited Retailing | 2.38% | 1.61% | 1.61% |
Leela Palaces Hotels & Resorts Limited Leisure Services | 1.18% | 2.29% | 1.18% |
Vishal Mega Mart Limited Retailing | 1.05% | 2.97% | 1.05% |
Varun Beverages Limited Beverages | 0.99% | 3.55% | 0.99% |
FSN E-Commerce Ventures Limited Retailing | 1.28% | 0.82% | 0.82% |
Unique to Baroda BNP Paribas India Consu
- TVS Motor Company Limited4.39%
- Hindustan Unilever Limited3.78%
Unique to Mirae Asset Great Consumer
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Automobiles18.3% (3)
Consumer Durables8.3% (2)
Retailing8.3% (5)
Telecom - Services6.4% (1)
Diversified FMCG3.7% (1)
Food Products3.1% (1)
Agricultural Food & other Products2.0% (1)
Personal Products1.6% (1)
Leisure Services1.2% (1)
Beverages1.0% (1)
More comparisons for Baroda BNP Paribas India Consu
- vs EDELWEISS CONSUMPTION61.5% · 26 stocks
- vs Axis Consumption59.8% · 26 stocks
- vs SBI Nifty Consumption ETF59.8% · 19 stocks
- vs SBI Nifty India Consumption In59.8% · 19 stocks
- vs HDFC Nifty India Consumption I59.8% · 19 stocks
More comparisons for Mirae Asset Great Consumer
- vs SBI Nifty Consumption ETF55.1% · 15 stocks
- vs SBI Nifty India Consumption In55.1% · 15 stocks
- vs HDFC Nifty India Consumption I55.1% · 15 stocks
- vs ICICI Prudential Nifty India C55.1% · 15 stocks
- vs Axis NIFTY India Consumption E55.1% · 15 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.