CONETF vs HDFCG15ETF

Portfolio Overlap Analysis · HDFC vs ICICI

32.5%
Moderate Overlap
8 common stocks · Rank #4866 of 28,282 pairs
Fund A
CONETF
ICICI · Equity - Other
Fund B
HDFCG15ETF
HDFC · Equity - Other

Common Holdings (8)

StockWt% in CONETFWt% in HDFCG15ETFOverlap
Mahindra & Mahindra Ltd.
Automobiles
8.70%13.91%8.70%
Hindustan Unilever Ltd.
Diversified FMCG
6.88%9.52%6.88%
Maruti Suzuki India Limited
Automobiles
5.09%8.94%5.09%
Titan Company Ltd.
Consumer Durables
4.25%8.19%4.25%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
2.33%3.69%2.33%
TVS Motor Company Ltd.
Automobiles
2.02%4.17%2.02%
Hero MotoCorp Ltd.
Automobiles
1.70%3.40%1.70%
Godrej Consumer Products Ltd.
Personal Products
1.56%2.25%1.56%

Unique to CONETF

  • ITC Ltd.9.89%
  • Bharti Airtel Ltd.9.73%
  • Zomato Ltd.6.58%
  • Interglobe Aviation Ltd.3.57%
  • Trent Ltd.3.43%
  • Asian Paints Ltd.3.33%

Unique to HDFCG15ETF

  • Infosys Limited12.84%
  • Tata Consultancy Services Ltd.12.35%
  • Sun Pharmaceutical Industries Ltd.8.44%
  • Divis Laboratories Ltd.3.74%

Sector Overlap Breakdown

Automobiles
17.5% (4)
Diversified FMCG
6.9% (1)
Consumer Durables
4.3% (1)
Healthcare Services
2.3% (1)
Personal Products
1.6% (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.