HDFC Manufacturing Fund vs ICICI Prudential Smallcap Fund

Portfolio Overlap Analysis · HDFC vs ICICI

5.5%
Low Overlap
9 common stocks · Rank #27451 of 28,292 pairs
Fund A
HDFC Manufacturing Fund
HDFC · Sectoral - Manufacturing
Fund B
ICICI Prudential Smallcap Fund
ICICI · Small Cap

Common Holdings (9)

StockWt% in HDFC ManufacturingWt% in ICICI Prudential SmallcapOverlap
Cummins India Ltd.
Industrial Products
2.20%2.30%2.20%
Birla Corporation Ltd.
Cement & Cement Products
0.72%1.23%0.72%
CIE Automotive India Ltd
Auto Components
1.08%0.57%0.57%
Maruti Suzuki India Limited
Automobiles
4.24%0.48%0.48%
Carborundum Universal Ltd.
Industrial Products
0.41%0.87%0.41%
Sundram Fasteners Ltd.
Auto Components
0.66%0.40%0.40%
Timken India Ltd.
Industrial Products
1.13%0.39%0.39%
RHI MAGNESITA INDIA Limited
Industrial Products
0.25%0.48%0.25%
Grindwell Norton Ltd.
Industrial Products
0.06%1.17%0.06%

Unique to HDFC Manufacturing

  • Reliance Industries Ltd.5.56%
  • Divis Laboratories Ltd.4.24%
  • 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 Smallcap

  • Ultratech Cement Ltd.3.22%
  • Larsen & Toubro Ltd.3.21%
  • Procter & Gamble Health Ltd.2.74%
  • Tata Chemicals Ltd.2.60%
  • Gujarat Pipavav Port Ltd.2.46%
  • Hero Motocorp Ltd.2.41%
  • Gillette India Ltd.2.35%
  • Atul Ltd.2.34%
  • TVS Holdings Ltd.2.13%

Sector Overlap Breakdown

Industrial Products
3.3% (5)
Auto Components
1.0% (2)
Cement & Cement Products
0.7% (1)
Automobiles
0.5% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Manufacturing

More comparisons for ICICI Prudential Smallcap

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