HDFC MNC Fund vs ICICI Prudential Bharat Consumption Fund

Portfolio Overlap Analysis · HDFC vs ICICI

20.1%
Moderate Overlap
7 common stocks · Rank #10927 of 28,292 pairs
Fund A
HDFC MNC Fund
HDFC · Equity - Other
Fund B
ICICI Prudential Bharat Consumption Fund
ICICI · Sectoral - Consumption

Common Holdings (7)

StockWt% in HDFC MNCWt% in ICICI Prudential Bharat ConsumOverlap
Hindustan Unilever Ltd.
Diversified FMCG
7.27%9.99%7.27%
Maruti Suzuki India Limited
Automobiles
6.57%4.80%4.80%
Nestle India Ltd.
Food Products
7.60%3.99%3.99%
Britannia Industries Ltd.
Food Products
7.71%2.53%2.53%
Lupin Ltd.
Pharmaceuticals & Biotechnology
3.00%0.70%0.70%
Tata Motors Passenger Vehicles Limited
Automobiles
0.58%1.64%0.58%
Whirlpool of India Ltd.
Consumer Durables
0.21%0.64%0.21%

Unique to HDFC MNC

  • Fortis Healthcare Limited6.34%
  • United Spirits Limited6.09%
  • Ambuja Cements Ltd.5.80%
  • ESCORTS KUBOTA LIMITED4.58%
  • Bosch Limited4.04%
  • Timken India Ltd.3.99%

Unique to ICICI Prudential Bharat Consum

  • Bharti Airtel Ltd.8.17%
  • Mahindra & Mahindra Ltd.8.12%
  • ITC Ltd.5.65%
  • Sun Pharmaceutical Industries Ltd.3.12%
  • Zomato Ltd.3.01%
  • TVS Motor Company Ltd.2.91%
  • Pidilite Industries Ltd.2.89%

Sector Overlap Breakdown

Diversified FMCG
7.3% (1)
Food Products
6.5% (2)
Automobiles
5.4% (2)
Pharmaceuticals & Biotechnology
0.7% (1)
Consumer Durables
0.2% (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.