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13 of 102 unique stocks in common · Jaccard: 12.7%
A weighted portfolio overlap of 17.1% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹17.1 is allocated to the exact same companies at the same relative proportions. The schemes share 13 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 5.28% in HDFC Consumption Fund and 2.96% in HDFC Flexi Cap Fund. Holding both schemes increases your concentration in Bharti Airtel rather than expanding your diversification.
If the overlap is above 30%, it is typically because both schemes benchmark to the same index (e.g. Nifty 50 or Nifty LargeMidcap 250) or overlap in their top large-cap picks. To improve your portfolio's diversification, consider allocating one of these tranches to a category with lower structural correlation (such as a mid-cap, small-cap, or international equity fund).
| Stock | in HDFC Consumption | in HDFC Flexi |
|---|---|---|
| Bharti AirtelTelecom - Services | 5.28% | 2.96% |
| Maruti Suzuki IndiaAutomobiles | 3.07% | 2.91% |
| EternalRetailing | 9.35% | 2.73% |
| Bajaj AutoAutomobiles | 2.13% | 1.78% |
| InterGlobe AviationTransport Services | 1.19% | 2.79% |
| Hyundai Motor IndiaAutomobiles | 1.09% | 1.70% |
| Max Healthcare InstituteHealthcare Services | 1.09% | 1.38% |
| Britannia IndustriesFood Products | 2.76% | 0.77% |
| United SpiritsBeverages | 3.89% | 0.72% |
| Vishal Mega MartRetailing | 4.68% | 0.70% |
| Lenskart SolutionsRetailing | 1.66% | 0.51% |
| Sapphire Foods IndiaLeisure Services | 0.58% | 0.36% |
| TVS Motor CompanyAutomobiles | 2.46% | 0.29% |
Weighted overlap = Σ min(weight in fund A, weight in fund B) across shared stocks, from each fund's latest public monthly portfolio (as on May 2026). Equity holdings only, ISIN-verified. Not investment advice.