HDFC Dividend Yield Fund vs ICICI Prudential Retirement Fund - Hybrid Conservative Plan

Portfolio Overlap Analysis · HDFC vs ICICI

5.4%
Low Overlap
10 common stocks · Rank #27508 of 28,282 pairs
Fund A
HDFC Dividend Yield Fund
HDFC · Dividend Yield

Common Holdings (10)

StockWt% in HDFC Dividend YieldWt% in ICICI Prudential Retirement FuOverlap
Tech Mahindra Ltd.
IT - Software
1.86%1.33%1.33%
INFO EDGE (INDIA) LIMITED
Retailing
1.27%1.10%1.10%
Ambuja Cements Ltd.
Cement & Cement Products
1.20%0.79%0.79%
Bharti Hexacom Limited
Telecom - Services
0.54%2.24%0.54%
Indusind Bank Ltd.
Banks
1.47%0.48%0.48%
Mahindra & Mahindra Ltd.
Automobiles
0.41%1.94%0.41%
InterGlobe Aviation Ltd.
Transport Services
0.39%3.01%0.39%
Gland Pharma Ltd.
Pharmaceuticals & Biotechnology
0.31%0.56%0.31%
Siemens Energy India Limited
Electrical Equipment
0.50%0.05%0.05%
Siemens Ltd.
Electrical Equipment
0.58%0.04%0.04%

Unique to HDFC Dividend Yield

  • HDFC Bank Ltd.5.91%
  • ICICI Bank Ltd.5.05%
  • Axis Bank Ltd.3.85%
  • Larsen and Toubro Ltd.2.78%
  • Maruti Suzuki India Limited2.46%
  • Bharti Airtel Ltd.2.41%
  • Reliance Industries Ltd.2.38%
  • State Bank of India2.26%
  • Kotak Mahindra Bank Limited2.25%
  • NTPC Limited2.15%

Unique to ICICI Prudential Retirement Fu

  • Ultratech Cement Ltd.2.91%
  • Sagar Cements Ltd.1.80%
  • Muthoot Finance Ltd.1.58%
  • National Aluminium Company Ltd.1.57%
  • Multi Commodity Exchange Of India Ltd.1.45%
  • JSW Steel Ltd.1.43%

Sector Overlap Breakdown

IT - Software
1.3% (1)
Retailing
1.1% (1)
Cement & Cement Products
0.8% (1)
Telecom - Services
0.5% (1)
Banks
0.5% (1)
Automobiles
0.4% (1)
Transport Services
0.4% (1)
Pharmaceuticals & Biotechnology
0.3% (1)
Electrical Equipment
0.1% (2)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Dividend Yield

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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.