Mahindra Manulife Consumption Fund vs SBI Nifty India Consumption Index Fund
Mahindra vs SBI· Portfolio Overlap Analysis
56.5%High Overlap
19 common stocksRank #6206 / 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)
| Stock | Wt% in Mahindra Manulife Consumption | Wt% in SBI Nifty India Consumption In | Overlap |
|---|---|---|---|
Bharti Airtel Limited Telecom - Services | 6.28% | 9.49% | 6.28% |
Mahindra & Mahindra Limited Automobiles | 6.25% | 9.27% | 6.25% |
ITC Limited Diversified FMCG | 5.05% | 8.25% | 5.05% |
Titan Company Limited Consumer Durables | 4.42% | 5.46% | 4.42% |
Hindustan Unilever Limited Diversified FMCG | 4.27% | 6.34% | 4.27% |
Eternal Limited Retailing | 4.20% | 5.41% | 4.20% |
Maruti Suzuki India Limited Automobiles | 3.44% | 5.96% | 3.44% |
Bajaj Auto Limited Automobiles | 3.59% | 3.38% | 3.38% |
Trent Limited Retailing | 2.32% | 2.64% | 2.32% |
Tata Consumer Products Limited Agricultural Food & other Products | 2.63% | 2.27% | 2.27% |
TVS Motor Company Limited Automobiles | 2.22% | 2.78% | 2.22% |
Britannia Industries Limited Food Products | 2.49% | 2.16% | 2.16% |
Tata Power Company Limited Power | 1.91% | 1.94% | 1.91% |
Varun Beverages Ltd Beverages | 2.04% | 1.89% | 1.89% |
Avenue Supermarts Limited Retailing | 2.54% | 1.73% | 1.73% |
United Spirits Limited Beverages | 1.44% | 1.25% | 1.25% |
Info Edge India Ltd Retailing | 1.42% | 1.22% | 1.22% |
Godrej Consumer Products Limited Personal Products | 1.21% | 1.50% | 1.21% |
Havells India Limited Consumer Durables | 1.42% | 1.08% | 1.08% |
Unique to Mahindra Manulife Consumption
All top holdings are shared with the other fund.
Unique to SBI Nifty India Consumption In
- Eicher Motors Ltd.3.37%
- Interglobe Aviation Ltd.3.33%
Sector Overlap Breakdown
Automobiles15.3% (4)
Retailing9.5% (4)
Diversified FMCG9.3% (2)
Telecom - Services6.3% (1)
Consumer Durables5.5% (2)
Beverages3.1% (2)
Agricultural Food & other Products2.3% (1)
Food Products2.2% (1)
Power1.9% (1)
Personal Products1.2% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.