HDFC Manufacturing Fund vs ICICI Prudential Children’s Fund

Portfolio Overlap Analysis · HDFC vs ICICI

18.9%
Low Overlap
18 common stocks · Rank #11764 of 28,292 pairs
Fund A
HDFC Manufacturing Fund
HDFC · Sectoral - Manufacturing
Fund B
ICICI Prudential Children’s Fund
ICICI · Equity - Other

Common Holdings (10)

StockWt% in HDFC ManufacturingWt% in ICICI Prudential Children’sOverlap
Mahindra & Mahindra Ltd.
Automobiles
3.27%4.96%3.27%
JSW Steel Ltd.
Ferrous Metals
3.66%3.08%3.08%
Ambuja Cements Ltd.
Cement & Cement Products
2.32%2.61%2.32%
Hindustan Aeronautics Limited
Aerospace & Defense
2.19%2.93%2.19%
Hindalco Industries Ltd.
Non - Ferrous Metals
2.19%1.85%1.85%
Gland Pharma Ltd.
Pharmaceuticals & Biotechnology
1.55%1.23%1.23%
Jindal Steel Limited.
Ferrous Metals
1.06%1.49%1.06%
Cummins India Ltd.
Industrial Products
2.20%0.80%0.80%
Bharat Forge Ltd.
Auto Components
2.35%0.76%0.76%
Bajaj Auto Limited
Automobiles
2.50%0.57%0.57%

Unique to HDFC Manufacturing

  • Reliance Industries Ltd.5.56%
  • Divis Laboratories Ltd.4.24%
  • Maruti Suzuki India Limited4.24%
  • Tata Motors Limited3.30%
  • Bharat Electronics Ltd.2.73%
  • Tata Motors Passenger Vehicles Limited2.60%

Unique to ICICI Prudential Children’s

  • Ultratech Cement Ltd.5.86%
  • Bharti Airtel Ltd.5.29%
  • Interglobe Aviation Ltd.4.88%
  • Multi Commodity Exchange Of India Ltd.3.55%
  • PB Fintech Ltd.3.12%
  • Muthoot Finance Ltd.2.45%

Sector Overlap Breakdown

Ferrous Metals
4.3% (3)
Automobiles
3.8% (2)
Cement & Cement Products
2.3% (1)
Aerospace & Defense
2.2% (1)
Non - Ferrous Metals
1.9% (1)
Pharmaceuticals & Biotechnology
1.5% (2)
Auto Components
1.1% (2)
Industrial Products
1.1% (2)
Electrical Equipment
0.5% (2)
Consumer Durables
0.3% (2)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Manufacturing

More comparisons for ICICI Prudential Children’s

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