HDFC Non-Cyclical Consumer Fund vs HDFCG15ETF

Portfolio Overlap Analysis · HDFC vs HDFC

23.3%
Moderate Overlap
7 common stocks · Rank #8981 of 28,292 pairs
Fund A
HDFC Non-Cyclical Consumer Fund
HDFC · Equity - Other
Fund B
HDFCG15ETF
HDFC · Equity - Other

Common Holdings (7)

StockWt% in HDFC Non-Cyclical ConsumerWt% in HDFCG15ETFOverlap
Hindustan Unilever Ltd.
Diversified FMCG
9.52%8.79%8.79%
Titan Company Ltd.
Consumer Durables
8.19%4.64%4.64%
Mahindra & Mahindra Ltd.
Automobiles
13.91%3.03%3.03%
TVS Motor Company Ltd.
Automobiles
4.17%2.79%2.79%
Godrej Consumer Products Ltd.
Personal Products
2.25%5.06%2.25%
Hero MotoCorp Ltd.
Automobiles
3.40%1.14%1.14%
Maruti Suzuki India Limited
Automobiles
8.94%0.67%0.67%

Unique to HDFC Non-Cyclical Consumer

  • Eternal Limited9.03%
  • United Spirits Limited5.73%
  • Vishal Mega Mart Limited5.42%
  • Bharti Airtel Ltd.5.33%
  • Varun Beverages Ltd3.78%
  • Britannia Industries Ltd.3.13%

Unique to HDFCG15ETF

  • Infosys Limited12.84%
  • Tata Consultancy Services Ltd.12.35%
  • Sun Pharmaceutical Industries Ltd.8.44%
  • Divis Laboratories Ltd.3.74%
  • Apollo Hospitals Enterprise Ltd.3.69%

Sector Overlap Breakdown

Diversified FMCG
8.8% (1)
Automobiles
7.6% (4)
Consumer Durables
4.6% (1)
Personal Products
2.3% (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.