HDFC BSE Sensex Index Fund vs ICICI Prudential Business Cycle Fund
Portfolio Overlap Analysis · HDFC vs ICICI
50.5%
High Overlap
14 common stocks · Rank #1002 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC BSE Sensex Index | Wt% in ICICI Prudential Business Cycl | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 14.07% | 9.72% | 9.72% |
ICICI Bank Ltd. Banks | 10.27% | 8.91% | 8.91% |
Reliance Industries Ltd. Petroleum Products | 9.83% | 7.68% | 7.68% |
Larsen and Toubro Ltd. Construction | 5.21% | 6.89% | 5.21% |
Axis Bank Ltd. Banks | 4.12% | 3.71% | 3.71% |
Bharti Airtel Ltd. Telecom - Services | 5.47% | 3.27% | 3.27% |
Mahindra & Mahindra Ltd. Automobiles | 3.17% | 2.72% | 2.72% |
Maruti Suzuki India Limited Automobiles | 2.05% | 3.95% | 2.05% |
NTPC Limited Power | 1.89% | 2.86% | 1.89% |
UltraTech Cement Limited Cement & Cement Products | 1.56% | 4.00% | 1.56% |
Unique to HDFC BSE Sensex Index
- State Bank of India5.20%
- Infosys Limited4.84%
- Kotak Mahindra Bank Limited3.18%
Unique to ICICI Prudential Business Cycl
- Cummins India Ltd.3.40%
- Xtrackers Harvest CSI 300 China A-Shares ETF2.94%
Sector Overlap Breakdown
Banks22.3% (3)
Petroleum Products7.7% (1)
Construction5.2% (1)
Automobiles4.8% (2)
Telecom - Services3.3% (1)
Power2.6% (2)
Cement & Cement Products1.6% (1)
Transport Services1.1% (1)
Consumer Durables1.1% (1)
Pharmaceuticals & Biotechnology0.8% (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.