HDFC Non-Cyclical Consumer Fund vs SBI Nifty India Consumption Index Fund
HDFC vs SBI· Portfolio Overlap Analysis
46.6%High Overlap
18 common stocksRank #13825 / 20,000
Investor takeaway: At 46.6% 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 (18)
| Stock | Wt% in HDFC Non-Cyclical Consumer | Wt% in SBI Nifty India Consumption In | Overlap |
|---|---|---|---|
Hindustan Unilever Ltd. Diversified FMCG | 8.79% | 6.34% | 6.34% |
Eternal Limited Retailing | 9.03% | 5.41% | 5.41% |
Bharti Airtel Ltd. Telecom - Services | 5.33% | 9.49% | 5.33% |
Titan Company Ltd. Consumer Durables | 4.64% | 5.46% | 4.64% |
Mahindra & Mahindra Ltd. Automobiles | 3.03% | 9.27% | 3.03% |
Asian Paints Limited Consumer Durables | 2.88% | 3.28% | 2.88% |
TVS Motor Company Ltd. Automobiles | 2.79% | 2.78% | 2.78% |
Trent Ltd. Retailing | 2.58% | 2.64% | 2.58% |
Britannia Industries Ltd. Food Products | 3.13% | 2.16% | 2.16% |
Nestle India Ltd. Food Products | 2.15% | 2.83% | 2.15% |
Varun Beverages Ltd Beverages | 3.78% | 1.89% | 1.89% |
Godrej Consumer Products Ltd. Personal Products | 5.06% | 1.50% | 1.50% |
InterGlobe Aviation Ltd. Transport Services | 1.28% | 3.33% | 1.28% |
United Spirits Limited Beverages | 5.73% | 1.25% | 1.25% |
Max Healthcare Institute Limited Healthcare Services | 1.21% | 2.48% | 1.21% |
Hero MotoCorp Ltd. Automobiles | 1.14% | 2.26% | 1.14% |
Maruti Suzuki India Limited Automobiles | 0.67% | 5.96% | 0.67% |
INFO EDGE (INDIA) LIMITED Retailing | 0.37% | 1.22% | 0.37% |
Unique to HDFC Non-Cyclical Consumer
- Vishal Mega Mart Limited5.42%
Unique to SBI Nifty India Consumption In
- ITC Ltd.8.25%
- Bajaj Auto Ltd.3.38%
- Eicher Motors Ltd.3.37%
Sector Overlap Breakdown
Retailing8.4% (3)
Automobiles7.6% (4)
Consumer Durables7.5% (2)
Diversified FMCG6.3% (1)
Telecom - Services5.3% (1)
Food Products4.3% (2)
Beverages3.1% (2)
Personal Products1.5% (1)
Transport Services1.3% (1)
Healthcare Services1.2% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.