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16 of 105 unique stocks in common · Jaccard: 15.2%
A weighted portfolio overlap of 17.69% indicates a low overlap (mostly different holdings). This means that out of every ₹100 you invest across these two schemes, approximately ₹17.69 is allocated to the exact same companies at the same relative proportions. The schemes share 16 common holdings.
The largest overlapping asset in their portfolios is Bharti Airtel, which commands a weight of 5.28% in HDFC Consumption Fund and 3.25% in HDFC Value 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 Value |
|---|---|---|
| Bharti AirtelTelecom - Services | 5.28% | 3.25% |
| EternalRetailing | 9.35% | 1.51% |
| United SpiritsBeverages | 3.89% | 1.37% |
| Britannia IndustriesFood Products | 2.76% | 1.35% |
| Godrej Consumer ProductsPersonal Products | 4.36% | 1.29% |
| Maruti Suzuki IndiaAutomobiles | 3.07% | 1.29% |
| Bajaj AutoAutomobiles | 2.13% | 1.22% |
| TrentRetailing | 2.85% | 1.10% |
| Sona BLW Precision ForgingsAuto Components | 1.50% | 1.08% |
| Hindustan UnileverDiversified FMCG | 8.24% | 1.01% |
| Max Healthcare InstituteHealthcare Services | 1.09% | 0.97% |
| InterGlobe AviationTransport Services | 1.19% | 0.72% |
| Hyundai Motor IndiaAutomobiles | 1.09% | 0.66% |
| Baazar Style RetailRetailing | 1.26% | 0.49% |
| Info Edge (India)Retailing | 0.37% | 0.78% |
| Kwality Walls IndiaFood Products | 0.10% | 0.01% |
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.