HDFC Equity Savings Fund vs ICICI Prudential Retirement Fund - Hybrid Aggressive Plan

Portfolio Overlap Analysis · HDFC vs ICICI

5.3%
Low Overlap
10 common stocks · Rank #27756 of 28,292 pairs
Fund A
HDFC Equity Savings Fund
HDFC · Equity Savings
Fund B
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan
ICICI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Equity SavingsWt% in ICICI Prudential Retirement FuOverlap
Hindalco Industries Ltd.
Non - Ferrous Metals
1.08%1.62%1.08%
Bharti Airtel Ltd.
Telecom - Services
1.96%1.04%1.04%
Mahindra & Mahindra Ltd.
Automobiles
0.79%4.35%0.79%
Ambuja Cements Ltd.
Cement & Cement Products
0.70%2.15%0.70%
UltraTech Cement Limited
Cement & Cement Products
0.45%2.24%0.45%
Tech Mahindra Ltd.
IT - Software
0.35%2.18%0.35%
Bajaj Auto Limited
Automobiles
0.76%0.31%0.31%
National Aluminium Co. Ltd.
Non - Ferrous Metals
0.24%0.92%0.24%
Gland Pharma Ltd.
Pharmaceuticals & Biotechnology
0.22%0.40%0.22%
Titan Company Ltd.
Consumer Durables
3.52%0.11%0.11%

Unique to HDFC Equity Savings

  • HDFC Bank Ltd.7.80%
  • Reliance Industries Ltd.5.64%
  • Sun Pharmaceutical Industries Ltd.4.32%
  • ICICI Bank Ltd.4.26%
  • Larsen and Toubro Ltd.3.10%
  • State Bank of India2.91%
  • NTPC Limited2.25%
  • Adani Ports & Special Economic Zone1.99%

Unique to ICICI Prudential Retirement Fu

  • Interglobe Aviation Ltd.5.31%
  • Multi Commodity Exchange Of India Ltd.3.49%
  • Info Edge (India) Ltd.2.67%
  • Bharti Hexacom Ltd.2.66%
  • Usha Martin Ltd.2.45%
  • Polycab India Ltd.2.44%
  • UPL Ltd.2.31%

Sector Overlap Breakdown

Non - Ferrous Metals
1.3% (2)
Cement & Cement Products
1.1% (2)
Automobiles
1.1% (2)
Telecom - Services
1.0% (1)
IT - Software
0.3% (1)
Pharmaceuticals & Biotechnology
0.2% (1)
Consumer Durables
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Equity Savings

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