HDFC Manufacturing Fund vs ICICI Prudential Manufacturing Fund

Portfolio Overlap Analysis · HDFC vs ICICI

35.4%

Moderate Overlap

34 common stocks · Rank #3879 of 28,292 pairs

Fund A

HDFC Manufacturing Fund

HDFC · Sectoral - Manufacturing

Fund B

ICICI Prudential Manufacturing Fund

ICICI · Sectoral - Manufacturing

Common Holdings (10)

Stock	Wt% in HDFC Manufacturing	Wt% in ICICI Prudential Manufacturing	Overlap
JSW Steel Ltd. Ferrous Metals	3.66%	3.76%	3.66%
Mahindra & Mahindra Ltd. Automobiles	3.27%	4.84%	3.27%
Bharat Forge Ltd. Auto Components	2.35%	2.50%	2.35%
Ambuja Cements Ltd. Cement & Cement Products	2.32%	3.54%	2.32%
Cummins India Ltd. Industrial Products	2.20%	3.84%	2.20%
Hindalco Industries Ltd. Non - Ferrous Metals	2.19%	2.24%	2.19%
Hindustan Aeronautics Limited Aerospace & Defense	2.19%	3.29%	2.19%
Bajaj Auto Limited Automobiles	2.50%	2.18%	2.18%
Reliance Industries Ltd. Petroleum Products	5.56%	1.95%	1.95%
Balkrishna Industries Ltd. Auto Components	1.17%	1.18%	1.17%

Unique to HDFC Manufacturing

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 Manufacturing

Ultratech Cement Ltd.5.14%
SIEMENS ENERGY INDIA LTD2.76%
Jindal Stainless Ltd.2.45%
Vedanta Ltd.2.43%

Sector Overlap Breakdown

Automobiles

6.8% (4)

Auto Components

5.1% (6)

Ferrous Metals

4.8% (3)

Industrial Products

4.0% (5)

Cement & Cement Products

2.5% (2)

Non - Ferrous Metals

2.2% (1)

Aerospace & Defense

2.2% (1)

Petroleum Products

1.9% (1)

Electrical Equipment

1.8% (2)

Pharmaceuticals & Biotechnology

1.3% (3)

Consumer Durables

1.1% (3)

Agricultural, Commercial & Construction Vehicles

0.9% (1)

Construction

0.3% (1)

Chemicals & Petrochemicals

0.2% (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.