HDFC Manufacturing Fund vs ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND

Portfolio Overlap Analysis · HDFC vs ICICI

5.8%
Low Overlap
6 common stocks · Rank #26813 of 28,292 pairs
Fund A
HDFC Manufacturing Fund
HDFC · Sectoral - Manufacturing
Fund B
ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND
ICICI · Thematic

Common Holdings (6)

StockWt% in HDFC ManufacturingWt% in ICICI PRUDENTIAL HOUSING OPPOROverlap
Ambuja Cements Ltd.
Cement & Cement Products
2.32%4.03%2.32%
Tata Steel Ltd.
Ferrous Metals
2.13%3.68%2.13%
Bajaj Electricals Ltd.
Consumer Durables
0.40%1.26%0.40%
Birla Corporation Ltd.
Cement & Cement Products
0.72%0.37%0.37%
Crompton Greaves Consumer Elec. Ltd.
Consumer Durables
0.49%0.37%0.37%
Whirlpool of India Ltd.
Consumer Durables
0.26%0.39%0.26%

Unique to HDFC Manufacturing

  • Reliance Industries Ltd.5.56%
  • Divis Laboratories Ltd.4.24%
  • Maruti Suzuki India Limited4.24%
  • JSW Steel Ltd.3.66%
  • 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 HOUSING OPPOR

  • Larsen & Toubro Ltd.10.06%
  • NTPC Ltd.8.61%
  • HDFC Bank Ltd.8.45%
  • ICICI Bank Ltd.7.89%
  • Ultratech Cement Ltd.6.06%
  • Grasim Industries Ltd.2.82%
  • Oberoi Realty Ltd.2.79%
  • Orient Electric Ltd.2.74%

Sector Overlap Breakdown

Cement & Cement Products
2.7% (2)
Ferrous Metals
2.1% (1)
Consumer Durables
1.0% (3)

Analysis

AI-generated comparative analysis coming soon.

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