HDFC Equity Savings Fund vs ICICI Prudential Equity Savings Fund

Portfolio Overlap Analysis · HDFC vs ICICI

38.9%
Moderate Overlap
38 common stocks · Rank #2948 of 28,292 pairs
Fund A
HDFC Equity Savings Fund
HDFC · Equity Savings
Fund B
ICICI Prudential Equity Savings Fund
ICICI · Equity Savings

Common Holdings (10)

StockWt% in HDFC Equity SavingsWt% in ICICI Prudential Equity SavingOverlap
HDFC Bank Ltd.
Banks
7.80%7.23%7.23%
Reliance Industries Ltd.
Petroleum Products
5.64%5.43%5.43%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
4.32%3.96%3.96%
NTPC Limited
Power
2.25%2.92%2.25%
Adani Ports & Special Economic Zone
Transport Infrastructure
1.99%2.12%1.99%
Axis Bank Ltd.
Banks
1.64%1.58%1.58%
State Bank of India
Banks
2.91%1.50%1.50%
Bajaj Finance Ltd.
Finance
1.72%1.46%1.46%
Larsen and Toubro Ltd.
Construction
3.10%1.24%1.24%
ICICI Bank Ltd.
Banks
4.26%1.15%1.15%

Unique to HDFC Equity Savings

  • Titan Company Ltd.3.52%
  • Bharti Airtel Ltd.1.96%

Unique to ICICI Prudential Equity Saving

  • Tata Consultancy Services Ltd.3.41%
  • Hindustan Unilever Ltd.3.34%
  • Ambuja Cements Ltd.1.95%
  • Tata Motors Ltd.1.95%
  • Kotak Mahindra Bank Ltd.1.85%

Sector Overlap Breakdown

Banks
11.5% (4)
Petroleum Products
5.4% (1)
Pharmaceuticals & Biotechnology
4.6% (5)
IT - Software
3.2% (5)
Power
2.8% (2)
Transport Infrastructure
2.0% (1)
Finance
1.5% (1)
Construction
1.2% (1)
Automobiles
1.2% (3)
Diversified FMCG
1.1% (2)
Cement & Cement Products
1.1% (2)
Telecom - Services
0.9% (1)
Insurance
0.8% (2)
Ferrous Metals
0.5% (1)
Oil
0.4% (1)
Consumable Fuels
0.4% (1)
Consumer Durables
0.3% (1)
Food Products
0.1% (1)
Non - Ferrous Metals
0.1% (1)
Healthcare Services
0.0% (1)
Beverages
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Equity Savings

More comparisons for ICICI Prudential Equity Saving

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