HDFC Arbitrage Fund vs ICICI PRUDENTIAL PSU EQUITY FUND
Portfolio Overlap Analysis · HDFC vs ICICI
5.6%
Low Overlap
20 common stocks · Rank #27261 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Arbitrage | Wt% in ICICI PRUDENTIAL PSU EQUITY | Overlap |
|---|---|---|---|
NTPC Limited Power | 1.26% | 9.99% | 1.26% |
Bharat Electronics Ltd. Aerospace & Defense | 0.96% | 1.34% | 0.96% |
Oil & Natural Gas Corporation Ltd. Oil | 0.75% | 8.96% | 0.75% |
Power Grid Corporation of India Ltd. Power | 0.48% | 8.75% | 0.48% |
NMDC Limited Minerals & Mining | 0.34% | 2.05% | 0.34% |
Bharat Petroleum Corporation Ltd. Petroleum Products | 0.31% | 3.48% | 0.31% |
State Bank of India Banks | 0.30% | 14.76% | 0.30% |
Container Corporation of India Ltd. Transport Services | 0.24% | 2.93% | 0.24% |
Indian Oil Corporation Ltd. Petroleum Products | 0.22% | 4.07% | 0.22% |
Hindustan Aeronautics Limited Aerospace & Defense | 0.18% | 1.69% | 0.18% |
Unique to HDFC Arbitrage
- HDFC Bank Ltd.6.52%
- Reliance Industries Ltd.4.17%
- ICICI Bank Ltd.3.72%
- Grasim Industries Ltd.2.41%
- Axis Bank Ltd.2.20%
- JSW Steel Ltd.2.14%
- Mahindra & Mahindra Ltd.1.77%
- Bharti Airtel Ltd.1.68%
- Tata Steel Ltd.1.66%
- Maruti Suzuki India Limited1.59%
Unique to ICICI PRUDENTIAL PSU EQUITY
- Rural Electrification Corporation Ltd.4.04%
- Life Insurance Corporation of India4.01%
- Bank Of Baroda2.96%
Sector Overlap Breakdown
Power1.8% (3)
Aerospace & Defense1.1% (2)
Oil0.8% (2)
Petroleum Products0.6% (3)
Banks0.4% (2)
Minerals & Mining0.3% (1)
Transport Services0.2% (1)
Finance0.1% (2)
Insurance0.1% (2)
Gas0.1% (1)
Consumable Fuels0.0% (1)
Analysis
AI-generated comparative analysis coming soon.
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More comparisons for ICICI PRUDENTIAL PSU EQUITY
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.