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NAVs as of 20 Aug 2026

ITI Bharat Consumption FundRegularNippon India Taiwan Equity FundRegularHDFC Defence FundRegularHDFC Transportation and Logistics FundRegular4 of 4 funds
Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

Common period 05 Mar 202520 Aug 2026, limited by ITI Bharat Consumption Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.

View as table
Growth of ₹100, sampled across the common period
DateITI Bharat Consumption FundNippon India Taiwan Equity FundHDFC Defence FundHDFC Transportation and Logistics FundNifty 500
05 Mar 2025₹100.00₹100.00₹100.00₹100.00₹100.00
18 Apr 2025₹108.32₹80.18₹117.16₹103.89₹107.04
02 Jun 2025₹110.42₹100.94₹145.14₹112.92₹112.73
16 Jul 2025₹114.71₹117.39₹143.97₹122.54₹115.88
30 Aug 2025₹114.72₹136.73₹131.00₹127.88₹110.89
13 Oct 2025₹116.55₹143.10₹142.56₹134.23₹115.00
27 Nov 2025₹117.19₹154.18₹138.95₹134.80₹118.22
10 Jan 2026₹113.76₹158.73₹138.11₹133.66₹115.85
23 Feb 2026₹111.98₹183.69₹141.49₹134.61₹115.94
09 Apr 2026₹105.36₹244.78₹141.85₹124.35₹108.79
23 May 2026₹108.91₹318.55₹160.03₹125.14₹111.82
07 Jul 2026₹115.79₹297.49₹170.91₹139.01₹115.36
20 Aug 2026₹120.10₹302.00₹177.19₹152.24₹116.08

Portfolio overlap (same stocks held through more than one fund)

Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →

Percentage of each pair of funds' equity books held in the same stocks. Select a cell to list that pair's shared holdings below.
OverlapITI Bharat Consumption FundHDFC Defence FundHDFC Transportation and Logistics Fund
ITI Bharat Consumption Fund
HDFC Defence Fund
HDFC Transportation and Logistics Fund
0% → 60%+ sharedSelect a cell to list that pair's shared stocks.

ITI Bharat Consumption Fund and HDFC Transportation and Logistics Fund share 21% of their equity book by weight.

Shared holdings — ITI Bharat Consumption Fund vs HDFC Transportation and Logistics Fund

Stocks held by both ITI Bharat Consumption Fund and HDFC Transportation and Logistics Fund, with each fund's weight and the weight they share.
StockITI Bharat Consumption FundHDFC Transportation and Logistics Fund
Zomato Ltd5.11%5.97%5.11%
Maruti Suzuki India Ltd4.76%9.31%4.76%
Mahindra & Mahindra Ltd4.30%3.46%3.46%
Eicher Motors Ltd1.94%7.98%1.94%
SEDEMAC Mechatronics Ltd.1.75%2.80%1.75%
Sona BLW Precision Forgings Ltd1.43%6.64%1.43%
Hero Motocorp Ltd1.33%3.78%1.33%
Tata Motors Ltd0.95%7.42%0.95%

8 shared of 54 / 34 positions. Weights are shown as a share of each fund's equity book.

No published holdings for Nippon India Taiwan Equity Fund — left out entirely rather than counted as 0% overlap.

ITI Bharat Consumption Fund, Nippon India Taiwan Equity Fund, HDFC Defence Fund, HDFC Transportation and Logistics Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Sectoral/ Thematic median.
Metric
ITI · Regular
NAV ₹11.93
Very High risk
★★☆☆☆ 1Y
Nippon India · Regular
NAV ₹34.00
Very High risk
★★★★☆
HDFC · Regular
NAV ₹30.49
Very High risk
★★★★☆
HDFC · Regular
NAV ₹20.48
Very High risk
★★★★★
Category median
Sectoral/ Thematic · 252 funds
+2.54%+145.04%Best in row+31.40%+17.51%+5.83%
+56.91%Best in row+39.99%+26.92%+15.63%
+13.37%+30.56%+41.38%Best in row+26.90%+12.26%
+9.78%+54.24%Best in row+32.15%+22.94%
+31.75%+40.82%Best in row+26.92%+15.60%
Risk
13.71%Best in row35.95%25.91%16.95%15.62%
-0.291.40Best in row1.291.210.43
-0.412.07Best in row1.781.720.59
-17.06%Best in row-45.52%-35.01%-23.97%-23.65%
Nifty 500Nifty 500Nifty 500
+20.57%Best in row+13.03%+3.42%
1.611.040.95
190.2%Best in row143.8%105.9%
113.3%89.3%Best in row93.6%
2.57%2.40%1.78%Best in row2.13%2.39%
₹345.15Cr₹1,110Cr₹9,371Cr₹1,685Cr₹1,161Cr
0.50%1.00%1.00%1.00%
₹500₹100₹100₹100
₹5.00K₹500₹123₹126
79%86%11%30%45%
Rajesh BhatiaKinjal DesaiDhruv MuchhalDhruv Muchhal
05 Mar 202514 Dec 202102 Jun 202317 Aug 2023
542234
40.4%80.7%62.4%
1.4%11.7%2.2%1.1%
5 rows carry the same value for every fund — show
5Y return (CAGR)
10Y return (CAGR)
5Y rolling avg
10Y rolling avg
Lock-in
None

Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.