HDFC Nifty India Consumption Index Fund vs IB21-Groww Nifty Non-Cycl Consumer Index Fund

HDFC vs Groww· Portfolio Overlap Analysis

63.2%High Overlap
19 common stocksRank #4295 / 20,000

Investor takeaway: These funds overlap 63.2%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (19)

StockWt% in HDFC Nifty India Consumption IWt% in IB21-Groww Nifty Non-Cycl ConsOverlap
Bharti Airtel Ltd.
Telecom - Services
9.48%9.60%9.48%
ITC LIMITED
Diversified FMCG
8.24%8.35%8.24%
Hindustan Unilever Ltd.
Diversified FMCG
6.34%9.49%6.34%
Titan Company Ltd.
Consumer Durables
5.46%8.17%5.46%
Eternal Limited
Retailing
5.40%8.09%5.40%
InterGlobe Aviation Ltd.
Transport Services
3.33%4.99%3.33%
Asian Paints Limited
Consumer Durables
3.28%4.91%3.28%
Nestle India Ltd.
Food Products
2.83%4.24%2.83%
Trent Ltd.
Retailing
2.64%3.96%2.64%
Tata Consumer Products Limited
Agricultural Food & Other Products
2.27%3.40%2.27%
Britannia Industries Ltd.
Food Products
2.16%3.24%2.16%
Varun Beverages Ltd
Beverages
1.89%2.82%1.89%
Indian Hotels Company Ltd.
Leisure Services
1.79%2.68%1.79%
Avenue Supermarts Ltd.
Retailing
1.73%2.59%1.73%
Godrej Consumer Products Ltd.
Personal Products
1.50%2.24%1.50%
Dixon Technologies (India) Ltd.
Consumer Durables
1.32%1.98%1.32%
United Spirits Limited
Beverages
1.25%1.87%1.25%
INFO EDGE (INDIA) LIMITED
Retailing
1.22%1.83%1.22%
Havells India Ltd.
Consumer Durables
1.08%1.61%1.08%

Unique to HDFC Nifty India Consumption I

  • Mahindra & Mahindra Ltd.9.26%
  • Maruti Suzuki India Limited5.95%
  • Bajaj Auto Limited3.38%
  • Eicher Motors Ltd.3.37%

Unique to IB21-Groww Nifty Non-Cycl Cons

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Diversified FMCG
14.6% (2)
Consumer Durables
11.1% (4)
Retailing
11.0% (4)
Telecom - Services
9.5% (1)
Food Products
5.0% (2)
Transport Services
3.3% (1)
Beverages
3.1% (2)
Agricultural Food & Other Products
2.3% (1)
Leisure Services
1.8% (1)
Personal Products
1.5% (1)

More comparisons for HDFC Nifty India Consumption I

More comparisons for IB21-Groww Nifty Non-Cycl Cons

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