COMETF vs ICICI Prudential Manufacturing Fund
Portfolio Overlap Analysis · ICICI vs ICICI
22.7%
Moderate Overlap
12 common stocks · Rank #9351 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in COMETF | Wt% in ICICI Prudential Manufacturing | Overlap |
|---|---|---|---|
Ultratech Cement Ltd. Cement & Cement Products | 5.14% | 7.51% | 5.14% |
JSW Steel Ltd. Ferrous Metals | 3.76% | 5.14% | 3.76% |
Vedanta Ltd. Diversified Metals | 2.43% | 3.73% | 2.43% |
Hindalco Industries Ltd. Non - Ferrous Metals | 2.24% | 5.11% | 2.24% |
Ambuja Cements Ltd. Cement & Cement Products | 3.54% | 2.00% | 2.00% |
Reliance Industries Ltd. Petroleum Products | 1.95% | 9.48% | 1.95% |
PI Industries Ltd. Fertilizers & Agrochemicals | 1.66% | 1.78% | 1.66% |
Jindal Steel & Power Ltd. Ferrous Metals | 1.52% | 1.84% | 1.52% |
Pidilite Industries Ltd. Chemicals & Petrochemicals | 1.39% | 2.29% | 1.39% |
SRF Ltd. Chemicals & Petrochemicals | 0.37% | 2.28% | 0.37% |
Unique to COMETF
- NTPC Ltd.8.19%
- Tata Steel Ltd.6.75%
- Grasim Industries Ltd.5.42%
- Oil & Natural Gas Corporation Ltd.4.84%
- Coal India Ltd.4.42%
Unique to ICICI Prudential Manufacturing
- Mahindra & Mahindra Ltd.4.84%
- Cummins India Ltd.3.84%
- Hindustan Aeronautics Ltd.3.29%
- SIEMENS ENERGY INDIA LTD2.76%
- Bharat Forge Ltd.2.50%
- Jindal Stainless Ltd.2.45%
Sector Overlap Breakdown
Cement & Cement Products7.1% (2)
Ferrous Metals5.4% (3)
Diversified Metals2.4% (1)
Non - Ferrous Metals2.2% (1)
Petroleum Products1.9% (1)
Chemicals & Petrochemicals1.8% (2)
Fertilizers & Agrochemicals1.7% (1)
Minerals & Mining0.1% (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.