HDFC Nifty India Consumption Index Fund vs Mahindra Manulife Consumption Fund

HDFC vs Mahindra· Portfolio Overlap Analysis

56.5%High Overlap
19 common stocksRank #6203 / 20,000

Investor takeaway: At 56.5% 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 (19)

StockWt% in HDFC Nifty India Consumption IWt% in Mahindra Manulife ConsumptionOverlap
Bharti Airtel Ltd.
Telecom - Services
9.48%6.28%6.28%
Mahindra & Mahindra Ltd.
Automobiles
9.26%6.25%6.25%
ITC LIMITED
Diversified FMCG
8.24%5.05%5.05%
Titan Company Ltd.
Consumer Durables
5.46%4.42%4.42%
Hindustan Unilever Ltd.
Diversified FMCG
6.34%4.27%4.27%
Eternal Limited
Retailing
5.40%4.20%4.20%
Maruti Suzuki India Limited
Automobiles
5.95%3.44%3.44%
Bajaj Auto Limited
Automobiles
3.38%3.59%3.38%
Trent Ltd.
Retailing
2.64%2.32%2.32%
Tata Consumer Products Limited
Agricultural Food & Other Products
2.27%2.63%2.27%
TVS Motor Company Ltd.
Automobiles
2.77%2.22%2.22%
Britannia Industries Ltd.
Food Products
2.16%2.49%2.16%
The Tata Power Company Ltd.
Power
1.94%1.91%1.91%
Varun Beverages Ltd
Beverages
1.89%2.04%1.89%
Avenue Supermarts Ltd.
Retailing
1.73%2.54%1.73%
United Spirits Limited
Beverages
1.25%1.44%1.25%
INFO EDGE (INDIA) LIMITED
Retailing
1.22%1.42%1.22%
Godrej Consumer Products Ltd.
Personal Products
1.50%1.21%1.21%
Havells India Ltd.
Consumer Durables
1.08%1.42%1.08%

Unique to HDFC Nifty India Consumption I

  • Eicher Motors Ltd.3.37%
  • InterGlobe Aviation Ltd.3.33%

Unique to Mahindra Manulife Consumption

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Automobiles
15.3% (4)
Retailing
9.5% (4)
Diversified FMCG
9.3% (2)
Telecom - Services
6.3% (1)
Consumer Durables
5.5% (2)
Beverages
3.1% (2)
Agricultural Food & Other Products
2.3% (1)
Food Products
2.2% (1)
Power
1.9% (1)
Personal Products
1.2% (1)

More comparisons for HDFC Nifty India Consumption I

More comparisons for Mahindra Manulife Consumption

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