HDFC Non-Cyclical Consumer Fund vs SBI Equity Minimum Variance Fund

Portfolio Overlap Analysis · HDFC vs SBI

21.3%
Moderate Overlap
11 common stocks · Rank #10181 of 28,292 pairs
Fund A
HDFC Non-Cyclical Consumer Fund
HDFC · Equity - Other
Fund B
SBI Equity Minimum Variance Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Non-Cyclical ConsumerWt% in SBI Equity Minimum VarianceOverlap
Hindustan Unilever Ltd.
Diversified FMCG
8.21%8.79%8.21%
Asian Paints Ltd.
Consumer Durables
2.43%2.88%2.43%
Nestle India Ltd.
Food Products
8.32%2.15%2.15%
Bharti Airtel Ltd.
Telecom - Services
1.94%5.33%1.94%
Titan Company Ltd.
Consumer Durables
1.10%4.64%1.10%
Max Healthcare Institute Ltd.
Healthcare Services
1.06%1.21%1.06%
Interglobe Aviation Ltd.
Transport Services
0.97%1.28%0.97%
Mahindra & Mahindra Ltd.
Automobiles
0.92%3.03%0.92%
Trent Ltd.
Retailing
0.91%2.58%0.91%
Eternal Ltd.
Retailing
0.89%9.03%0.89%

Unique to HDFC Non-Cyclical Consumer

  • United Spirits Limited5.73%
  • Vishal Mega Mart Limited5.42%
  • Godrej Consumer Products Ltd.5.06%
  • Varun Beverages Ltd3.78%
  • Britannia Industries Ltd.3.13%

Unique to SBI Equity Minimum Variance

  • Sun Pharmaceutical Industries Ltd.7.83%
  • ITC Ltd.7.39%
  • Cipla Ltd.5.04%
  • Tata Consumer Products Ltd.5.03%
  • Apollo Hospitals Enterprise Ltd.3.49%
  • ICICI Bank Ltd.3.35%
  • HDFC Bank Ltd.3.21%

Sector Overlap Breakdown

Diversified FMCG
8.2% (1)
Consumer Durables
3.5% (2)
Food Products
2.1% (1)
Telecom - Services
1.9% (1)
Retailing
1.8% (2)
Automobiles
1.6% (2)
Healthcare Services
1.1% (1)
Transport Services
1.0% (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.