HDFC Innovation Fund vs ICICI Prudential Innovation Fund
Portfolio Overlap Analysis · HDFC vs ICICI
23.4%
Moderate Overlap
15 common stocks · Rank #8969 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Innovation | Wt% in ICICI Prudential Innovation | Overlap |
|---|---|---|---|
Reliance Industries Ltd. Petroleum Products | 3.42% | 4.15% | 3.42% |
Mahindra & Mahindra Ltd. Automobiles | 3.72% | 3.31% | 3.31% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 2.56% | 2.55% | 2.55% |
INFO EDGE (INDIA) LIMITED Retailing | 2.83% | 2.20% | 2.20% |
Godrej Consumer Products Ltd. Personal Products | 1.58% | 2.47% | 1.58% |
Cummins India Ltd. Industrial Products | 2.06% | 1.44% | 1.44% |
Lupin Ltd. Pharmaceuticals & Biotechnology | 1.26% | 3.07% | 1.26% |
Persistent Systems Limited IT - Software | 1.19% | 1.32% | 1.19% |
Eternal Limited Retailing | 8.98% | 1.18% | 1.18% |
ABB India Ltd. Electrical Equipment | 1.42% | 0.99% | 0.99% |
Unique to HDFC Innovation
- Bajaj Finance Ltd.5.12%
- Bharat Electronics Ltd.4.38%
- Divis Laboratories Ltd.4.33%
- PB Fintech Limited4.25%
- Torrent Pharmaceuticals Ltd.2.66%
- LENSKART SOLUTIONS LIMITED2.60%
Unique to ICICI Prudential Innovation
- ICICI Bank Ltd.6.70%
- Infosys Ltd.3.90%
- Axis Bank Ltd.3.44%
- Pidilite Industries Ltd.3.38%
- Maruti Suzuki India Ltd.2.68%
- TVS Motor Company Ltd.2.57%
Sector Overlap Breakdown
Automobiles4.1% (2)
Pharmaceuticals & Biotechnology3.8% (2)
Petroleum Products3.4% (1)
Retailing3.4% (2)
Electrical Equipment2.0% (2)
IT - Software1.9% (2)
Personal Products1.6% (1)
Industrial Products1.4% (1)
Diversified FMCG1.0% (1)
Auto Components0.7% (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.