FMCGETF vs NIPPON INDIA ETF NIFTY INDIA CONSUMPTION

Portfolio Overlap Analysis · ICICI vs Nippon

26.4%
Moderate Overlap
8 common stocks · Rank #7309 of 28,292 pairs
Fund A
FMCGETF
ICICI · Sectoral - Consumption
Fund B
NIPPON INDIA ETF NIFTY INDIA CONSUMPTION
Nippon · Sectoral - Consumption

Common Holdings (8)

StockWt% in FMCGETFWt% in NIPPON INDIA ETF NIFTY INDIA COverlap
ITC Limited
Diversified FMCG
8.23%32.02%8.23%
Hindustan Unilever Limited
Diversified FMCG
6.33%19.77%6.33%
Nestle India Limited
Food Products
2.82%7.12%2.82%
Tata Consumer Products Limited
Agricultural Food & other Products
2.26%6.18%2.26%
Britannia Industries Limited
Food Products
2.16%6.02%2.16%
Varun Beverages Limited
Beverages
1.88%6.19%1.88%
Godrej Consumer Products Limited
Personal Products
1.49%4.48%1.49%
United Spirits Limited
Beverages
1.24%3.50%1.24%

Unique to FMCGETF

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

Unique to NIPPON INDIA ETF NIFTY INDIA C

  • Bharti Airtel Limited9.46%
  • Mahindra & Mahindra Limited9.25%
  • Maruti Suzuki India Limited5.94%
  • Titan Company Limited5.45%
  • Eternal Limited5.39%
  • Bajaj Auto Limited3.37%
  • Eicher Motors Limited3.36%
  • InterGlobe Aviation Limited3.33%

Sector Overlap Breakdown

Diversified FMCG
14.6% (2)
Food Products
5.0% (2)
Beverages
3.1% (2)
Agricultural Food & other Products
2.3% (1)
Personal Products
1.5% (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.