HDFC BSE Sensex Index Fund vs ICICI Prudential Value Fund
Portfolio Overlap Analysis · HDFC vs ICICI
57.3%
High Overlap
19 common stocks · Rank #665 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC BSE Sensex Index | Wt% in ICICI Prudential Value | Overlap |
|---|---|---|---|
Reliance Industries Ltd. Petroleum Products | 9.83% | 7.61% | 7.61% |
ICICI Bank Ltd. Banks | 10.27% | 7.02% | 7.02% |
HDFC Bank Ltd. Banks | 14.07% | 6.77% | 6.77% |
Infosys Limited IT - Software | 4.84% | 5.19% | 4.84% |
Axis Bank Ltd. Banks | 4.12% | 4.28% | 4.12% |
State Bank of India Banks | 5.20% | 4.05% | 4.05% |
Larsen and Toubro Ltd. Construction | 5.21% | 3.58% | 3.58% |
Tata Consultancy Services Ltd. IT - Software | 2.78% | 3.38% | 2.78% |
ITC LIMITED Diversified FMCG | 3.15% | 2.59% | 2.59% |
Hindustan Unilever Ltd. Diversified FMCG | 2.17% | 2.71% | 2.17% |
Unique to HDFC BSE Sensex Index
- Bharti Airtel Ltd.5.47%
- Kotak Mahindra Bank Limited3.18%
- Mahindra & Mahindra Ltd.3.17%
Unique to ICICI Prudential Value
- Sun Pharmaceutical Industries Ltd.4.00%
- Maruti Suzuki India Ltd.3.24%
Sector Overlap Breakdown
Banks22.0% (4)
IT - Software8.1% (3)
Petroleum Products7.6% (1)
Diversified FMCG4.8% (2)
Construction3.6% (1)
Automobiles2.0% (1)
Telecom - Services1.9% (1)
Pharmaceuticals & Biotechnology1.9% (1)
Power1.9% (1)
Finance1.2% (1)
Consumer Durables1.1% (1)
Ferrous Metals0.8% (1)
Transport Services0.5% (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.