HDFC BSE India Sector Leaders Index Fund vs ICICI Prudential Bharat Consumption Fund
Portfolio Overlap Analysis · HDFC vs ICICI
30.0%
Moderate Overlap
19 common stocks · Rank #5867 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC BSE India Sector Leaders | Wt% in ICICI Prudential Bharat Consum | Overlap |
|---|---|---|---|
Bharti Airtel Ltd. Telecom - Services | 4.66% | 8.17% | 4.66% |
Mahindra & Mahindra Ltd. Automobiles | 2.97% | 8.12% | 2.97% |
ITC LIMITED Diversified FMCG | 2.95% | 5.65% | 2.95% |
Hindustan Unilever Ltd. Diversified FMCG | 2.04% | 9.99% | 2.04% |
Maruti Suzuki India Limited Automobiles | 1.92% | 4.80% | 1.92% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.79% | 3.12% | 1.79% |
NTPC Limited Power | 1.77% | 2.22% | 1.77% |
Titan Company Ltd. Consumer Durables | 1.73% | 2.09% | 1.73% |
Eternal Limited Retailing | 1.67% | 3.01% | 1.67% |
Nestle India Ltd. Food Products | 1.10% | 3.99% | 1.10% |
Unique to HDFC BSE India Sector Leaders
- ICICI Bank Ltd.5.18%
- Larsen and Toubro Ltd.4.89%
- State Bank of India4.87%
- Reliance Industries Ltd.4.65%
- HDFC Bank Ltd.4.59%
- Infosys Limited4.20%
- Tata Consultancy Services Ltd.2.61%
Unique to ICICI Prudential Bharat Consum
- TVS Motor Company Ltd.2.91%
- Pidilite Industries Ltd.2.89%
Sector Overlap Breakdown
Diversified FMCG5.0% (2)
Automobiles4.9% (2)
Telecom - Services4.7% (1)
Consumer Durables3.8% (3)
Retailing2.7% (2)
Pharmaceuticals & Biotechnology2.0% (2)
Power1.8% (1)
Food Products1.1% (1)
Chemicals & Petrochemicals1.1% (1)
Realty1.0% (1)
Entertainment1.0% (1)
Textiles & Apparels0.9% (1)
Transport Services0.3% (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.