FMCGETF vs HDFC MNC Fund

Portfolio Overlap Analysis · HDFC vs ICICI

23.9%
Moderate Overlap
4 common stocks · Rank #8604 of 28,282 pairs
Fund A
FMCGETF
ICICI · Sectoral - Consumption
Fund B
HDFC MNC Fund
HDFC · Equity - Other

Common Holdings (4)

StockWt% in FMCGETFWt% in HDFC MNCOverlap
Hindustan Unilever Ltd.
Diversified FMCG
19.77%7.27%7.27%
Nestle India Ltd.
Food Products
7.12%7.60%7.12%
Britannia Industries Ltd.
Food Products
6.02%7.71%6.02%
United Spirits Limited
Beverages
3.50%6.09%3.50%

Unique to FMCGETF

  • ITC Ltd.32.02%
  • Varun Beverages Ltd.6.19%
  • Tata Consumer Products Ltd.6.18%
  • Godrej Consumer Products Ltd.4.48%
  • Marico Ltd.3.31%
  • Dabur India Ltd.2.76%

Unique to HDFC MNC

  • Maruti Suzuki India Limited6.57%
  • Fortis Healthcare Limited6.34%
  • Ambuja Cements Ltd.5.80%
  • ESCORTS KUBOTA LIMITED4.58%
  • Bosch Limited4.04%
  • Timken India Ltd.3.99%

Sector Overlap Breakdown

Food Products
13.1% (2)
Diversified FMCG
7.3% (1)
Beverages
3.5% (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.