Kotak Nifty India Consumption ETF vs Mahindra Manulife Consumption Fund

Kotak vs Mahindra· Portfolio Overlap Analysis

56.5%High Overlap
19 common stocksRank #6210 / 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 Kotak Nifty India Consumption Wt% in Mahindra Manulife ConsumptionOverlap
BHARTI AIRTEL LTD.
Telecom - Services
9.47%6.28%6.28%
Mahindra & Mahindra Ltd.
Automobiles
9.25%6.25%6.25%
ITC Ltd.
Diversified FMCG
8.23%5.05%5.05%
TITAN COMPANY LTD.
Consumer Durables
5.45%4.42%4.42%
Hindustan Unilever Ltd.
Diversified FMCG
6.33%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 Ltd.
Automobiles
3.37%3.59%3.37%
Trent Ltd
Retailing
2.64%2.32%2.32%
TATA CONSUMER PRODUCTS LTD.
Agricultural Food and other Product
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%
Tata Power Company Ltd.
Power
1.93%1.91%1.91%
Varun Beverages Limited
Beverages
1.88%2.04%1.88%
Avenue Supermarts Ltd
Retailing
1.73%2.54%1.73%
United Spirits Ltd
Beverages
1.24%1.44%1.24%
Info Edge India Ltd.
Retailing
1.22%1.42%1.22%
GODREJ CONSUMER PRODUCTS LTD.
Personal Products
1.49%1.21%1.21%
Havells India Ltd.
Consumer Durables
1.08%1.42%1.08%

Unique to Kotak Nifty India Consumption

  • Eicher Motors Ltd.3.36%
  • Inter Globe Aviation Ltd3.33%

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 and other Product
2.3% (1)
Food Products
2.2% (1)
Power
1.9% (1)
Personal Products
1.2% (1)

More comparisons for Kotak Nifty India Consumption

More comparisons for Mahindra Manulife Consumption

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