HDFC Equity Savings Fund vs ICICI Prudential Large Cap Fund
Portfolio Overlap Analysis · HDFC vs ICICI
42.2%
High Overlap
30 common stocks · Rank #2215 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Equity Savings | Wt% in ICICI Prudential Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 7.80% | 9.91% | 7.80% |
Reliance Industries Ltd. Petroleum Products | 5.64% | 6.71% | 5.64% |
ICICI Bank Ltd. Banks | 4.26% | 9.03% | 4.26% |
Larsen and Toubro Ltd. Construction | 3.10% | 6.25% | 3.10% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 4.32% | 2.75% | 2.75% |
NTPC Limited Power | 2.25% | 2.33% | 2.25% |
Bharti Airtel Ltd. Telecom - Services | 1.96% | 4.49% | 1.96% |
Maruti Suzuki India Limited Automobiles | 1.75% | 4.14% | 1.75% |
Axis Bank Ltd. Banks | 1.64% | 3.79% | 1.64% |
Oil & Natural Gas Corporation Ltd. Oil | 1.18% | 1.23% | 1.18% |
Unique to HDFC Equity Savings
- Titan Company Ltd.3.52%
- State Bank of India2.91%
- Adani Ports & Special Economic Zone1.99%
Unique to ICICI Prudential Large Cap
- Ultratech Cement Ltd.3.99%
- Infosys Ltd.3.43%
Sector Overlap Breakdown
Banks13.7% (3)
Petroleum Products5.6% (1)
Pharmaceuticals & Biotechnology3.6% (4)
Automobiles3.4% (4)
Power3.3% (2)
Construction3.1% (1)
IT - Software2.7% (5)
Telecom - Services2.0% (1)
Insurance1.2% (2)
Oil1.2% (1)
Diversified FMCG0.6% (1)
Beverages0.6% (1)
Cement & Cement Products0.5% (1)
Non - Ferrous Metals0.4% (1)
Ferrous Metals0.4% (1)
Transport Infrastructure0.1% (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.