CONETF vs FMCGETF

Portfolio Overlap Analysis · ICICI vs ICICI

29.3%
Moderate Overlap
9 common stocks · Rank #6121 of 28,282 pairs
Fund A
CONETF
ICICI · Equity - Other
Fund B
FMCGETF
ICICI · Sectoral - Consumption

Common Holdings (9)

StockWt% in CONETFWt% in FMCGETFOverlap
ITC Ltd.
Diversified Fmcg
9.89%32.02%9.89%
Hindustan Unilever Ltd.
Diversified Fmcg
6.88%19.77%6.88%
Nestle India Ltd.
Food Products
2.48%7.12%2.48%
Varun Beverages Ltd.
Beverages
2.15%6.19%2.15%
Tata Consumer Products Ltd.
Agricultural Food & Other Products
2.15%6.18%2.15%
Britannia Industries Ltd.
Food Products
2.09%6.02%2.09%
Godrej Consumer Products Ltd.
Personal Products
1.56%4.48%1.56%
United Spirits Ltd.
Beverages
1.22%3.50%1.22%
Colgate - Palmolive (India) Ltd.
Personal Products
0.91%2.61%0.91%

Unique to CONETF

  • Bharti Airtel Ltd.9.73%
  • Mahindra & Mahindra Ltd.8.70%
  • Zomato Ltd.6.58%
  • Maruti Suzuki India Ltd.5.09%
  • Titan Company Ltd.4.25%
  • Interglobe Aviation Ltd.3.57%
  • Trent Ltd.3.43%
  • Asian Paints Ltd.3.33%

Unique to FMCGETF

  • Marico Ltd.3.31%
  • Dabur India Ltd.2.76%

Sector Overlap Breakdown

Diversified Fmcg
16.8% (2)
Food Products
4.6% (2)
Beverages
3.4% (2)
Personal Products
2.5% (2)
Agricultural Food & Other Products
2.1% (1)

Analysis

AI-generated comparative analysis coming soon.

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