HDFC Manufacturing Fund vs ICICI Prudential Commodities Fund

Portfolio Overlap Analysis · HDFC vs ICICI

12.4%
Low Overlap
8 common stocks · Rank #17614 of 28,292 pairs
Fund A
HDFC Manufacturing Fund
HDFC · Sectoral - Manufacturing
Fund B
ICICI Prudential Commodities Fund
ICICI · Equity - Other

Common Holdings (8)

StockWt% in HDFC ManufacturingWt% in ICICI Prudential CommoditiesOverlap
JSW Steel Ltd.
Ferrous Metals
3.66%7.80%3.66%
Ambuja Cements Ltd.
Cement & Cement Products
2.32%7.47%2.32%
Hindalco Industries Ltd.
Non - Ferrous Metals
2.19%3.21%2.19%
Tata Steel Ltd.
Ferrous Metals
2.13%1.85%1.85%
Jindal Steel Limited.
Ferrous Metals
1.06%8.64%1.06%
Birla Corporation Ltd.
Cement & Cement Products
0.72%0.88%0.72%
Archean Chemical Industries Limited
Chemicals & Petrochemicals
0.74%0.46%0.46%
RHI MAGNESITA INDIA Limited
Industrial Products
0.25%0.16%0.16%

Unique to HDFC Manufacturing

  • Reliance Industries Ltd.5.56%
  • Divis Laboratories Ltd.4.24%
  • Maruti Suzuki India Limited4.24%
  • Tata Motors Limited3.30%
  • Mahindra & Mahindra Ltd.3.27%
  • Bharat Electronics Ltd.2.73%
  • Tata Motors Passenger Vehicles Limited2.60%
  • Bajaj Auto Limited2.50%
  • Bharat Forge Ltd.2.35%

Unique to ICICI Prudential Commodities

  • Jindal Stainless Ltd.6.91%
  • Ultratech Cement Ltd.6.12%
  • Vedanta Ltd.5.42%
  • UPL Ltd.4.51%
  • Usha Martin Ltd.4.04%
  • Navin Fluorine International Ltd.3.47%

Sector Overlap Breakdown

Ferrous Metals
6.6% (3)
Cement & Cement Products
3.0% (2)
Non - Ferrous Metals
2.2% (1)
Chemicals & Petrochemicals
0.5% (1)
Industrial Products
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Manufacturing

More comparisons for ICICI Prudential Commodities

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