HDFC Balanced Advantage Fund vs ICICI Prudential Large Cap Fund
Portfolio Overlap Analysis · HDFC vs ICICI
39.0%
Moderate Overlap
39 common stocks · Rank #2906 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Balanced Advantage | Wt% in ICICI Prudential Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 4.77% | 9.03% | 4.77% |
HDFC Bank Ltd. Banks | 4.50% | 9.91% | 4.50% |
Reliance Industries Ltd. Petroleum Products | 3.75% | 6.71% | 3.75% |
Bharti Airtel Ltd. Telecom - Services | 2.82% | 4.49% | 2.82% |
Larsen and Toubro Ltd. Construction | 2.62% | 6.25% | 2.62% |
Axis Bank Ltd. Banks | 2.55% | 3.79% | 2.55% |
NTPC Limited Power | 2.25% | 2.33% | 2.25% |
Infosys Limited IT - Software | 1.97% | 3.43% | 1.97% |
Maruti Suzuki India Limited Automobiles | 1.57% | 4.14% | 1.57% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.35% | 2.75% | 1.35% |
Unique to HDFC Balanced Advantage
- State Bank of India3.91%
- Coal India Ltd.1.87%
Unique to ICICI Prudential Large Cap
- Ultratech Cement Ltd.3.99%
Sector Overlap Breakdown
Banks12.3% (5)
Petroleum Products4.5% (2)
Automobiles3.5% (5)
IT - Software3.3% (4)
Telecom - Services2.8% (1)
Construction2.6% (1)
Power2.5% (2)
Pharmaceuticals & Biotechnology2.4% (5)
Diversified FMCG1.2% (1)
Transport Services1.1% (1)
Insurance1.1% (3)
Ferrous Metals0.4% (1)
Aerospace & Defense0.4% (1)
Oil0.3% (1)
Beverages0.3% (1)
Retailing0.1% (2)
Agricultural, Commercial & Construction Vehicles0.1% (1)
Consumer Durables0.1% (1)
Transport Infrastructure0.1% (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.