HDFC Nifty India Consumption Index Fund vs NIPPON INDIA CONSUMPTION FUND

HDFC vs Nippon· Portfolio Overlap Analysis

63.3%High Overlap
18 common stocksRank #4276 / 20,000

Investor takeaway: These funds overlap 63.3%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.

Common Holdings (18)

StockWt% in HDFC Nifty India Consumption IWt% in NIPPON INDIA CONSUMPTIONOverlap
Mahindra & Mahindra Ltd.
Automobiles
9.26%7.90%7.90%
ITC LIMITED
Diversified FMCG
8.24%6.35%6.35%
Maruti Suzuki India Limited
Automobiles
5.95%7.18%5.95%
Bharti Airtel Ltd.
Telecom - Services
9.48%5.54%5.54%
Eternal Limited
Retailing
5.40%5.56%5.40%
Hindustan Unilever Ltd.
Diversified FMCG
6.34%5.04%5.04%
Bajaj Auto Limited
Automobiles
3.38%4.08%3.38%
Asian Paints Limited
Consumer Durables
3.28%3.05%3.05%
Titan Company Ltd.
Consumer Durables
5.46%2.96%2.96%
InterGlobe Aviation Ltd.
Transport Services
3.33%2.82%2.82%
Trent Ltd.
Retailing
2.64%3.20%2.64%
Tata Consumer Products Limited
Agricultural Food & Other Products
2.27%2.43%2.27%
Nestle India Ltd.
Food Products
2.83%2.07%2.07%
Varun Beverages Ltd
Beverages
1.89%3.25%1.89%
Avenue Supermarts Ltd.
Retailing
1.73%1.70%1.70%
TVS Motor Company Ltd.
Automobiles
2.77%1.54%1.54%
Godrej Consumer Products Ltd.
Personal Products
1.50%2.79%1.50%
United Spirits Limited
Beverages
1.25%1.37%1.25%

Unique to HDFC Nifty India Consumption I

  • Eicher Motors Ltd.3.37%

Unique to NIPPON INDIA CONSUMPTION

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Automobiles
18.8% (4)
Diversified FMCG
11.4% (2)
Retailing
9.7% (3)
Consumer Durables
6.0% (2)
Telecom - Services
5.5% (1)
Beverages
3.1% (2)
Transport Services
2.8% (1)
Agricultural Food & Other Products
2.3% (1)
Food Products
2.1% (1)
Personal Products
1.5% (1)

More comparisons for HDFC Nifty India Consumption I

More comparisons for NIPPON INDIA CONSUMPTION

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