CNX100 vs ICICI Prudential Active Momentum Fund
Portfolio Overlap Analysis · ICICI vs ICICI
9.8%
Low Overlap
12 common stocks · Rank #20823 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in CNX100 | Wt% in ICICI Prudential Active Moment | Overlap |
|---|---|---|---|
Bharti Airtel Ltd. Telecom - Services | 1.98% | 3.84% | 1.98% |
Bharat Electronics Ltd. Aerospace & Defense | 1.44% | 1.01% | 1.01% |
Mahindra & Mahindra Ltd. Automobiles | 1.00% | 2.08% | 1.00% |
HDFC Bank Ltd. Banks | 1.00% | 11.33% | 1.00% |
Larsen & Toubro Ltd. Construction | 0.99% | 3.14% | 0.99% |
Tata Steel Ltd. Ferrous Metals | 0.68% | 0.96% | 0.68% |
SBI Life Insurance Company Ltd. Insurance | 0.97% | 0.61% | 0.61% |
HDFC Life Insurance Company Ltd. Insurance | 0.79% | 0.60% | 0.60% |
Britannia Industries Ltd. Food Products | 1.50% | 0.50% | 0.50% |
TVS Motor Company Ltd. Automobiles | 0.60% | 0.48% | 0.48% |
Unique to CNX100
- ICICI Bank Ltd.7.78%
- Reliance Industries Ltd.6.94%
- Infosys Ltd.4.00%
- ITC Ltd.2.82%
- Tata Consultancy Services Ltd.2.28%
- State Bank Of India2.25%
- Axis Bank Ltd.2.25%
Unique to ICICI Prudential Active Moment
- Bharat Petroleum Corporation Ltd.1.76%
- Polycab India Ltd.1.71%
- Bayer Cropscience Ltd.1.23%
- SRF Ltd.1.03%
- Pg Electroplast Ltd.1.00%
Sector Overlap Breakdown
Telecom - Services2.0% (1)
Automobiles1.5% (2)
Insurance1.2% (2)
Aerospace & Defense1.0% (1)
Banks1.0% (1)
Construction1.0% (1)
Ferrous Metals0.7% (1)
Food Products0.5% (1)
Leisure Services0.5% (1)
Petroleum Products0.5% (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.