HDFC Nifty India Consumption Index Fund [An open ended scheme replicating Nifty India Consumption Index (TRI)] vs SBI Equity Minimum Variance Fund

Portfolio Overlap Analysis · HDFC vs SBI

34.6%
Moderate Overlap
16 common stocks · Rank #4153 of 28,292 pairs
Fund A
HDFC Nifty India Consumption Index Fund [An open ended scheme replicating Nifty India Consumption Index (TRI)]
HDFC · Sectoral - Consumption
Fund B
SBI Equity Minimum Variance Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Nifty India Consumption IWt% in SBI Equity Minimum VarianceOverlap
ITC Ltd.
Diversified FMCG
7.39%8.24%7.39%
Hindustan Unilever Ltd.
Diversified FMCG
8.21%6.34%6.34%
Nestle India Ltd.
Food Products
8.32%2.83%2.83%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
3.49%2.46%2.46%
Asian Paints Ltd.
Consumer Durables
2.43%3.28%2.43%
Tata Consumer Products Ltd.
Agricultural Food & other Products
5.03%2.27%2.27%
Bharti Airtel Ltd.
Telecom - Services
1.94%9.48%1.94%
Eicher Motors Ltd.
Automobiles
1.13%3.37%1.13%
Titan Company Ltd.
Consumer Durables
1.10%5.46%1.10%
Bajaj Auto Ltd.
Automobiles
1.08%3.38%1.08%

Unique to HDFC Nifty India Consumption I

  • Mahindra & Mahindra Ltd.9.26%
  • Maruti Suzuki India Limited5.95%
  • Eternal Limited5.40%
  • InterGlobe Aviation Ltd.3.33%

Unique to SBI Equity Minimum Variance

  • Sun Pharmaceutical Industries Ltd.7.83%
  • Cipla Ltd.5.04%
  • ICICI Bank Ltd.3.35%
  • HDFC Bank Ltd.3.21%

Sector Overlap Breakdown

Diversified FMCG
13.7% (2)
Automobiles
4.0% (4)
Consumer Durables
3.5% (2)
Healthcare Services
3.5% (2)
Food Products
2.8% (1)
Agricultural Food & other Products
2.3% (1)
Telecom - Services
1.9% (1)
Retailing
1.8% (2)
Transport Services
1.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Nifty India Consumption I

More comparisons for SBI Equity Minimum Variance

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.