HDFC Nifty 50 Index Fund vs ICICI Prudential ESG Exclusionary Strategy Fund

Portfolio Overlap Analysis · HDFC vs ICICI

41.6%
High Overlap
17 common stocks · Rank #2330 of 28,292 pairs
Fund A
HDFC Nifty 50 Index Fund
HDFC · Equity - Other
Fund B
ICICI Prudential ESG Exclusionary Strategy Fund
ICICI · ESG

Common Holdings (10)

StockWt% in HDFC Nifty 50 IndexWt% in ICICI Prudential ESG ExclusionOverlap
ICICI Bank Ltd.
Banks
8.58%8.58%8.58%
HDFC Bank Ltd.
Banks
11.83%6.90%6.90%
Bharti Airtel Ltd.
Telecom - Services
4.56%6.18%4.56%
Axis Bank Ltd.
Banks
3.45%3.93%3.45%
Infosys Limited
IT - Software
3.97%3.35%3.35%
Reliance Industries Ltd.
Petroleum Products
8.20%2.98%2.98%
Maruti Suzuki India Limited
Automobiles
1.70%5.23%1.70%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.60%7.71%1.60%
HCL Technologies Ltd.
IT - Software
1.28%2.31%1.28%
Power Grid Corporation of India Ltd.
Power
1.18%1.46%1.18%

Unique to HDFC Nifty 50 Index

  • Larsen and Toubro Ltd.4.38%
  • State Bank of India4.34%
  • Kotak Mahindra Bank Limited2.66%
  • Mahindra & Mahindra Ltd.2.64%

Unique to ICICI Prudential ESG Exclusion

  • TVS Motor Company Ltd.3.90%
  • Inox Wind Ltd.3.35%

Sector Overlap Breakdown

Banks
20.0% (4)
IT - Software
6.2% (4)
Telecom - Services
4.6% (1)
Petroleum Products
3.0% (1)
Automobiles
2.7% (2)
Pharmaceuticals & Biotechnology
1.6% (1)
Power
1.2% (1)
Retailing
1.1% (1)
Insurance
0.8% (1)
Ferrous Metals
0.4% (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.