HDFC Non-Cyclical Consumer Fund vs IB21-Groww Nifty Non-Cycl Consumer Index Fund

HDFC vs Groww· Portfolio Overlap Analysis

48.2%High Overlap
16 common stocksRank #11971 / 20,000

Investor takeaway: At 48.2% 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 (16)

StockWt% in HDFC Non-Cyclical ConsumerWt% in IB21-Groww Nifty Non-Cycl ConsOverlap
Hindustan Unilever Ltd.
Diversified FMCG
8.79%9.49%8.79%
Eternal Limited
Retailing
9.03%8.09%8.09%
Bharti Airtel Ltd.
Telecom - Services
5.33%9.60%5.33%
Titan Company Ltd.
Consumer Durables
4.64%8.17%4.64%
Britannia Industries Ltd.
Food Products
3.13%3.24%3.13%
Asian Paints Limited
Consumer Durables
2.88%4.91%2.88%
Varun Beverages Ltd
Beverages
3.78%2.82%2.82%
Trent Ltd.
Retailing
2.58%3.96%2.58%
Godrej Consumer Products Ltd.
Personal Products
5.06%2.24%2.24%
Nestle India Ltd.
Food Products
2.15%4.24%2.15%
United Spirits Limited
Beverages
5.73%1.87%1.87%
Dabur India Ltd.
Personal Products
1.82%1.40%1.40%
InterGlobe Aviation Ltd.
Transport Services
1.28%4.99%1.28%
Marico Ltd.
Agricultural Food & Other Products
0.49%1.91%0.49%
INFO EDGE (INDIA) LIMITED
Retailing
0.37%1.83%0.37%
Colgate-Palmolive ( I ) Ltd.
Personal Products
0.16%1.36%0.16%

Unique to HDFC Non-Cyclical Consumer

  • Vishal Mega Mart Limited5.42%
  • Mahindra & Mahindra Ltd.3.03%

Unique to IB21-Groww Nifty Non-Cycl Cons

  • ITC Limited8.35%
  • Tata Consumer Products Limited3.40%

Sector Overlap Breakdown

Retailing
11.0% (3)
Diversified FMCG
8.8% (1)
Consumer Durables
7.5% (2)
Telecom - Services
5.3% (1)
Food Products
5.3% (2)
Beverages
4.7% (2)
Personal Products
3.8% (3)
Transport Services
1.3% (1)
Agricultural Food & Other Products
0.5% (1)

More comparisons for HDFC Non-Cyclical Consumer

More comparisons for IB21-Groww Nifty Non-Cycl Cons

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