CNX100 vs HDFC Balanced Advantage Fund

Portfolio Overlap Analysis · ICICI vs HDFC

45.4%
High Overlap
58 common stocks · Rank #1711 of 28,292 pairs
Fund A
CNX100
ICICI · Equity - Other
Fund B
HDFC Balanced Advantage Fund
HDFC · Balanced Advantage

Common Holdings (10)

StockWt% in CNX100Wt% in HDFC Balanced AdvantageOverlap
ICICI Bank Ltd.
Banks
4.77%7.78%4.77%
HDFC Bank Ltd.
Banks
4.50%11.33%4.50%
Reliance Industries Ltd.
Petroleum Products
3.75%6.94%3.75%
Bharti Airtel Ltd.
Telecom - Services
2.82%3.84%2.82%
Larsen and Toubro Ltd.
Construction
2.62%3.14%2.62%
State Bank of India
Banks
3.91%2.25%2.25%
Axis Bank Ltd.
Banks
2.55%2.25%2.25%
Infosys Limited
IT - Software
1.97%4.00%1.97%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.35%1.35%1.35%
Maruti Suzuki India Limited
Automobiles
1.57%1.22%1.22%

Unique to CNX100

  • ITC Ltd.2.82%
  • Tata Consultancy Services Ltd.2.28%

Unique to HDFC Balanced Advantage

  • NTPC Limited2.25%
  • Coal India Ltd.1.87%

Sector Overlap Breakdown

Banks
14.5% (6)
IT - Software
4.5% (4)
Petroleum Products
4.2% (2)
Automobiles
2.9% (5)
Telecom - Services
2.8% (1)
Construction
2.6% (1)
Pharmaceuticals & Biotechnology
2.1% (4)
Finance
1.7% (7)
Power
1.5% (3)
Diversified FMCG
1.4% (2)
Retailing
1.3% (4)
Ferrous Metals
1.0% (2)
Insurance
0.9% (3)
Transport Services
0.8% (1)
Consumable Fuels
0.6% (1)
Aerospace & Defense
0.4% (1)
Gas
0.3% (1)
Oil
0.3% (1)
Food Products
0.3% (1)
Beverages
0.3% (2)
Cement & Cement Products
0.3% (1)
Auto Components
0.2% (1)
Consumer Durables
0.1% (1)
Electrical Equipment
0.1% (1)
Transport Infrastructure
0.0% (1)
Agricultural Food & Other Products
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for CNX100

More comparisons for HDFC Balanced Advantage

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.