HDFC Balanced Advantage Fund vs ICICI Prudential India Opportunities Fund

Portfolio Overlap Analysis · HDFC vs ICICI

39.2%
Moderate Overlap
40 common stocks · Rank #2874 of 28,292 pairs
Fund A
HDFC Balanced Advantage Fund
HDFC · Balanced Advantage
Fund B
ICICI Prudential India Opportunities Fund
ICICI · Thematic

Common Holdings (10)

StockWt% in HDFC Balanced AdvantageWt% in ICICI Prudential India OpportuOverlap
HDFC Bank Ltd.
Banks
4.50%4.32%4.32%
State Bank of India
Banks
3.91%4.20%3.91%
Reliance Industries Ltd.
Petroleum Products
3.75%5.00%3.75%
ICICI Bank Ltd.
Banks
4.77%3.65%3.65%
Larsen and Toubro Ltd.
Construction
2.62%4.42%2.62%
Bharti Airtel Ltd.
Telecom - Services
2.82%2.56%2.56%
Axis Bank Ltd.
Banks
2.55%6.85%2.55%
NTPC Limited
Power
2.25%3.23%2.25%
Infosys Limited
IT - Software
1.97%5.81%1.97%
Maruti Suzuki India Limited
Automobiles
1.57%2.82%1.57%

Unique to HDFC Balanced Advantage

  • Coal India Ltd.1.87%

Unique to ICICI Prudential India Opportu

  • Sun Pharmaceutical Industries Ltd.5.41%

Sector Overlap Breakdown

Banks
15.0% (5)
Petroleum Products
4.0% (2)
IT - Software
2.9% (2)
Construction
2.8% (2)
Automobiles
2.6% (3)
Telecom - Services
2.6% (1)
Power
2.3% (1)
Pharmaceuticals & Biotechnology
1.8% (4)
Diversified FMCG
1.2% (2)
Insurance
1.0% (3)
Ferrous Metals
0.8% (2)
Finance
0.6% (1)
Auto Components
0.5% (2)
Oil
0.3% (1)
Beverages
0.3% (1)
Food Products
0.2% (1)
Retailing
0.1% (2)
Consumer Durables
0.1% (2)
Transport Services
0.0% (1)
Chemicals & Petrochemicals
0.0% (1)
Fertilizers & Agrochemicals
0.0% (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.