HDFC BSE 500 INDEX FUND vs ICICI Prudential Balanced Advantage Fund
Portfolio Overlap Analysis · HDFC vs ICICI
47.9%
High Overlap
81 common stocks · Rank #1334 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC BSE 500 INDEX | Wt% in ICICI Prudential Balanced Adva | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 5.12% | 4.70% | 4.70% |
HDFC Bank Ltd. Banks | 7.02% | 4.28% | 4.28% |
Reliance Industries Ltd. Petroleum Products | 4.90% | 3.38% | 3.38% |
Infosys Limited IT - Software | 2.41% | 2.86% | 2.41% |
Larsen and Toubro Ltd. Construction | 2.60% | 2.37% | 2.37% |
Bharti Airtel Ltd. Telecom - Services | 2.73% | 2.31% | 2.31% |
State Bank of India Banks | 2.59% | 2.04% | 2.04% |
Axis Bank Ltd. Banks | 2.05% | 1.75% | 1.75% |
Tata Consultancy Services Ltd. IT - Software | 1.39% | 1.34% | 1.34% |
ITC LIMITED Diversified FMCG | 1.57% | 1.16% | 1.16% |
Unique to HDFC BSE 500 INDEX
- Kotak Mahindra Bank Limited1.59%
- Mahindra & Mahindra Ltd.1.58%
Unique to ICICI Prudential Balanced Adva
- TVS Motor Company Ltd.4.49%
- Maruti Suzuki India Ltd.2.21%
- Interglobe Aviation Ltd.1.78%
Sector Overlap Breakdown
Banks13.1% (5)
IT - Software5.2% (6)
Petroleum Products3.6% (3)
Construction2.5% (3)
Automobiles2.4% (4)
Finance2.3% (6)
Telecom - Services2.3% (1)
Diversified FMCG2.1% (2)
Retailing1.9% (5)
Pharmaceuticals & Biotechnology1.7% (4)
Consumer Durables1.6% (4)
Insurance1.5% (5)
Power1.4% (2)
Cement & Cement Products0.8% (3)
Industrial Products0.7% (4)
Non - Ferrous Metals0.6% (1)
Transport Services0.6% (1)
Food Products0.5% (2)
Auto Components0.5% (3)
Capital Markets0.4% (2)
Healthcare Services0.3% (2)
Oil0.3% (1)
Ferrous Metals0.3% (1)
Chemicals & Petrochemicals0.3% (2)
Leisure Services0.2% (1)
Electrical Equipment0.2% (2)
Realty0.2% (1)
Diversified Metals0.2% (1)
Personal Products0.1% (1)
Transport Infrastructure0.1% (1)
Fertilizers & Agrochemicals0.1% (1)
Consumable Fuels0.0% (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.