HDFC MNC Fund vs Nippon India MNC Fund
Portfolio Overlap Analysis · Nippon vs HDFC
46.1%
High Overlap
14 common stocks · Rank #1586 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in HDFC MNC | Wt% in Nippon India MNC | Overlap |
|---|---|---|---|
Nestle India Limited Food Products | 7.60% | 8.51% | 7.60% |
Maruti Suzuki India Limited Automobiles | 6.57% | 8.31% | 6.57% |
Britannia Industries Limited Food Products | 7.71% | 6.35% | 6.35% |
Hindustan Unilever Limited Diversified FMCG | 7.27% | 5.77% | 5.77% |
Fortis Healthcare Limited Healthcare Services | 6.34% | 4.32% | 4.32% |
Escorts Kubota Limited Agricultural, Commercial & Construction Vehicles | 4.58% | 3.10% | 3.10% |
Lupin Limited Pharmaceuticals & Biotechnology | 3.00% | 2.71% | 2.71% |
Cummins India Limited Industrial Products | 2.46% | 7.27% | 2.46% |
United Spirits Limited Beverages | 6.09% | 2.27% | 2.27% |
Vedanta Limited Diversified Metals | 2.07% | 4.98% | 2.07% |
Unique to HDFC MNC
- Ambuja Cements Ltd.5.80%
- Bosch Limited4.04%
- Timken India Ltd.3.99%
Unique to Nippon India MNC
- Samvardhana Motherson International Limited6.59%
- Infosys Limited4.59%
- Hyundai Motor India Ltd4.33%
Sector Overlap Breakdown
Food Products14.0% (3)
Automobiles8.6% (2)
Diversified FMCG5.8% (1)
Healthcare Services4.3% (1)
Agricultural, Commercial & Construction Vehicles3.1% (1)
Pharmaceuticals & Biotechnology2.7% (1)
Industrial Products2.5% (1)
Beverages2.3% (1)
Diversified Metals2.1% (1)
Auto Components0.8% (2)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC MNC
- vs ICICI Prudential MNC36.2% · 16 stocks
- vs SBI MNC27.3% · 14 stocks
- vs HDFC Transportation and Logist24.3% · 11 stocks
- vs HDFCQ30ETF24.2% · 6 stocks
- vs HDFC Nifty100 Quality 30 Index24.2% · 6 stocks
More comparisons for Nippon India MNC
- vs ICICI Prudential MNC37.2% · 13 stocks
- vs HDFCQ30ETF32.1% · 9 stocks
- vs HDFC Nifty100 Quality 30 Index32.1% · 9 stocks
- vs SBI MNC31.8% · 13 stocks
- vs SBI NIFTY 200 Quality 30 ETF26.2% · 7 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.