HDFC Non-Cyclical Consumer Fund vs Nippon India ETF Nifty Midcap 150
Portfolio Overlap Analysis · HDFC vs Nippon
5.2%
Low Overlap
7 common stocks · Rank #27843 of 28,292 pairs
Common Holdings (7)
| Stock | Wt% in HDFC Non-Cyclical Consumer | Wt% in Nippon India ETF Nifty Midcap | Overlap |
|---|---|---|---|
PB Fintech Limited Financial Technology (Fintech) | 1.34% | 1.39% | 1.34% |
Hero MotoCorp Limited Automobiles | 1.96% | 1.14% | 1.14% |
Dabur India Limited Personal Products | 0.81% | 1.82% | 0.81% |
Vishal Mega Mart Limited Retailing | 0.66% | 5.42% | 0.66% |
Sona BLW Precision Forgings Limited Auto Components | 0.64% | 1.83% | 0.64% |
Marico Limited Agricultural Food & other Products | 1.11% | 0.49% | 0.49% |
Colgate Palmolive (India) Limited Personal Products | 0.79% | 0.16% | 0.16% |
Unique to HDFC Non-Cyclical Consumer
- Eternal Limited9.03%
- Hindustan Unilever Ltd.8.79%
- United Spirits Limited5.73%
- Bharti Airtel Ltd.5.33%
- Godrej Consumer Products Ltd.5.06%
- Titan Company Ltd.4.64%
- Varun Beverages Ltd3.78%
- Britannia Industries Ltd.3.13%
- Mahindra & Mahindra Ltd.3.03%
Unique to Nippon India ETF Nifty Midcap
- BSE Limited2.93%
- The Federal Bank Limited1.96%
- Cummins India Limited1.75%
- IndusInd Bank Limited1.67%
- Ashok Leyland Limited1.60%
- Indus Towers Limited1.56%
- Lupin Limited1.48%
- HDFC Asset Management Company Limited1.46%
- AU Small Finance Bank Limited1.43%
Sector Overlap Breakdown
Financial Technology (Fintech)1.3% (1)
Automobiles1.1% (1)
Personal Products1.0% (2)
Retailing0.7% (1)
Auto Components0.6% (1)
Agricultural Food & other Products0.5% (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.