HDFC Nifty India Consumption Index Fund vs HDFC Non-Cyclical Consumer Fund

HDFC vs HDFC· Portfolio Overlap Analysis

46.6%High Overlap
18 common stocksRank #13843 / 20,000

Investor takeaway: At 46.6% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (18)

StockWt% in HDFC Nifty India Consumption IWt% in HDFC Non-Cyclical ConsumerOverlap
Hindustan Unilever Ltd.
Diversified FMCG
6.34%8.79%6.34%
Eternal Limited
Retailing
5.40%9.03%5.40%
Bharti Airtel Ltd.
Telecom - Services
9.48%5.33%5.33%
Titan Company Ltd.
Consumer Durables
5.46%4.64%4.64%
Mahindra & Mahindra Ltd.
Automobiles
9.26%3.03%3.03%
Asian Paints Limited
Consumer Durables
3.28%2.88%2.88%
TVS Motor Company Ltd.
Automobiles
2.77%2.79%2.77%
Trent Ltd.
Retailing
2.64%2.58%2.58%
Britannia Industries Ltd.
Food Products
2.16%3.13%2.16%
Nestle India Ltd.
Food Products
2.83%2.15%2.15%
Varun Beverages Ltd
Beverages
1.89%3.78%1.89%
Godrej Consumer Products Ltd.
Personal Products
1.50%5.06%1.50%
InterGlobe Aviation Ltd.
Transport Services
3.33%1.28%1.28%
United Spirits Limited
Beverages
1.25%5.73%1.25%
Max Healthcare Institute Limited
Healthcare Services
2.48%1.21%1.21%
Hero MotoCorp Ltd.
Automobiles
2.26%1.14%1.14%
Maruti Suzuki India Limited
Automobiles
5.95%0.67%0.67%
INFO EDGE (INDIA) LIMITED
Retailing
1.22%0.37%0.37%

Unique to HDFC Nifty India Consumption I

  • ITC LIMITED8.24%
  • Bajaj Auto Limited3.38%
  • Eicher Motors Ltd.3.37%

Unique to HDFC Non-Cyclical Consumer

  • Vishal Mega Mart Limited5.42%

Sector Overlap Breakdown

Retailing
8.3% (3)
Automobiles
7.6% (4)
Consumer Durables
7.5% (2)
Diversified FMCG
6.3% (1)
Telecom - Services
5.3% (1)
Food Products
4.3% (2)
Beverages
3.1% (2)
Personal Products
1.5% (1)
Transport Services
1.3% (1)
Healthcare Services
1.2% (1)

More comparisons for HDFC Nifty India Consumption I

More comparisons for HDFC Non-Cyclical Consumer

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