CNX100 vs ICICI Prudential Exports and Services Fund

Portfolio Overlap Analysis · ICICI vs ICICI

46.6%
High Overlap
28 common stocks · Rank #1502 of 28,292 pairs
Fund A
CNX100
ICICI · Equity - Other
Fund B
ICICI Prudential Exports and Services Fund
ICICI · Equity - Other

Common Holdings (10)

StockWt% in CNX100Wt% in ICICI Prudential Exports and SOverlap
ICICI Bank Ltd.
Banks
8.03%7.78%7.78%
Reliance Industries Ltd.
Petroleum Products
6.49%6.94%6.49%
HDFC Bank Ltd.
Banks
4.74%11.33%4.74%
Infosys Ltd.
It - Software
7.81%4.00%4.00%
Bharti Airtel Ltd.
Telecom - Services
3.45%3.84%3.45%
Larsen & Toubro Ltd.
Construction
4.21%3.14%3.14%
Tata Consultancy Services Ltd.
It - Software
2.74%2.28%2.28%
State Bank Of India
Banks
3.27%2.25%2.25%
Axis Bank Ltd.
Banks
2.95%2.25%2.25%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
3.57%1.35%1.35%

Unique to CNX100

  • ITC Ltd.2.82%

Unique to ICICI Prudential Exports and S

  • NTPC Ltd.4.87%
  • Dr. Reddy's Laboratories Ltd.3.10%

Sector Overlap Breakdown

Banks
17.4% (5)
It - Software
7.0% (3)
Petroleum Products
6.5% (1)
Telecom - Services
3.5% (1)
Construction
3.1% (1)
Pharmaceuticals & Biotechnology
1.9% (3)
Insurance
1.9% (5)
Finance
1.6% (3)
Retailing
1.3% (3)
Power
1.2% (1)
Transport Infrastructure
0.8% (1)
Healthcare Services
0.6% (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.