AP30ETF vs CNX100
Portfolio Overlap Analysis · ICICI vs ICICI
36.1%
Moderate Overlap
27 common stocks · Rank #3701 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in AP30ETF | Wt% in CNX100 | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 4.62% | 7.78% | 4.62% |
HDFC Bank Ltd. Banks | 4.48% | 11.33% | 4.48% |
Bharti Airtel Ltd. Telecom - Services | 3.88% | 3.84% | 3.84% |
ITC Ltd. Diversified Fmcg | 4.19% | 2.82% | 2.82% |
Infosys Ltd. It - Software | 2.66% | 4.00% | 2.66% |
Tata Consultancy Services Ltd. It - Software | 2.76% | 2.28% | 2.28% |
Kotak Mahindra Bank Ltd. Banks | 3.35% | 2.14% | 2.14% |
Bajaj Finance Ltd. Finance | 3.37% | 1.72% | 1.72% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 4.15% | 1.35% | 1.35% |
HCL Technologies Ltd. It - Software | 2.70% | 1.14% | 1.14% |
Unique to AP30ETF
- Apollo Hospitals Enterprise Ltd.4.36%
- HDFC Life Insurance Company Ltd.3.96%
- Britannia Industries Ltd.3.87%
- Divi's Laboratories Ltd.3.75%
- Dr. Reddy's Laboratories Ltd.3.71%
Unique to CNX100
- Reliance Industries Ltd.6.94%
- Larsen & Toubro Ltd.3.14%
- State Bank Of India2.25%
- Axis Bank Ltd.2.25%
Sector Overlap Breakdown
Banks11.2% (3)
It - Software6.8% (4)
Telecom - Services3.8% (1)
Pharmaceuticals & Biotechnology2.8% (4)
Diversified Fmcg2.8% (1)
Finance2.5% (2)
Cement & Cement Products2.1% (3)
Insurance1.6% (3)
Healthcare Services0.6% (1)
Food Products0.5% (1)
Automobiles0.5% (1)
Chemicals & Petrochemicals0.3% (1)
Beverages0.3% (1)
Auto Components0.3% (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.