HDFC BSE India Sector Leaders Index Fund vs NIPPON INDIA CONSUMPTION FUND
Portfolio Overlap Analysis · Nippon vs HDFC
25.2%
Moderate Overlap
14 common stocks · Rank #7906 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in HDFC BSE India Sector Leaders | Wt% in NIPPON INDIA CONSUMPTION | Overlap |
|---|---|---|---|
Bharti Airtel Limited Telecom - Services | 4.66% | 5.54% | 4.66% |
Mahindra & Mahindra Limited Automobiles | 2.97% | 7.90% | 2.97% |
ITC Limited Diversified FMCG | 2.95% | 6.35% | 2.95% |
Hindustan Unilever Limited Diversified FMCG | 2.04% | 5.04% | 2.04% |
Maruti Suzuki India Limited Automobiles | 1.92% | 7.18% | 1.92% |
Titan Company Limited Consumer Durables | 1.73% | 2.96% | 1.73% |
Eternal Limited Retailing | 1.67% | 5.56% | 1.67% |
Bajaj Auto Limited Automobiles | 1.14% | 4.08% | 1.14% |
Nestle India Limited Food Products | 1.10% | 2.07% | 1.10% |
InterGlobe Aviation Limited Transport Services | 1.06% | 2.82% | 1.06% |
Unique to HDFC BSE India Sector Leaders
- ICICI Bank Ltd.5.18%
- Larsen and Toubro Ltd.4.89%
- State Bank of India4.87%
- Reliance Industries Ltd.4.65%
- HDFC Bank Ltd.4.59%
- Infosys Limited4.20%
- Tata Consultancy Services Ltd.2.61%
Unique to NIPPON INDIA CONSUMPTION
- Varun Beverages Limited3.25%
- Trent Limited3.20%
- Asian Paints Limited3.05%
Sector Overlap Breakdown
Automobiles6.0% (3)
Diversified FMCG5.0% (2)
Telecom - Services4.7% (1)
Retailing3.7% (3)
Consumer Durables2.8% (2)
Food Products1.1% (1)
Transport Services1.1% (1)
Textiles & Apparels0.9% (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.