HDFC NIFTY50 Equal weight Index Fund vs ICICI Prudential Retirement Fund - Hybrid Conservative Plan

Portfolio Overlap Analysis · HDFC vs ICICI

9.4%
Low Overlap
6 common stocks · Rank #21338 of 28,292 pairs
Fund A
HDFC NIFTY50 Equal weight Index Fund
HDFC · Equity - Other
Fund B
ICICI Prudential Retirement Fund - Hybrid Conservative Plan
ICICI · Equity - Other

Common Holdings (6)

StockWt% in HDFC NIFTY50 Equal weight IndeWt% in ICICI Prudential Retirement FuOverlap
UltraTech Cement Limited
Cement & Cement Products
2.15%2.91%2.15%
InterGlobe Aviation Ltd.
Transport Services
1.91%3.01%1.91%
Mahindra & Mahindra Ltd.
Automobiles
1.88%1.94%1.88%
JSW Steel Ltd.
Ferrous Metals
2.32%1.43%1.43%
Tech Mahindra Ltd.
IT - Software
1.69%1.33%1.33%
Hindalco Industries Ltd.
Non - Ferrous Metals
2.12%0.72%0.72%

Unique to HDFC NIFTY50 Equal weight Inde

  • Tata Steel Ltd.2.52%
  • State Bank of India2.49%
  • Oil & Natural Gas Corporation Ltd.2.39%
  • NTPC Limited2.36%
  • Axis Bank Ltd.2.26%
  • Power Grid Corporation of India Ltd.2.26%
  • Shriram Finance Ltd.2.25%
  • Bharat Electronics Ltd.2.24%
  • Bajaj Auto Limited2.21%

Unique to ICICI Prudential Retirement Fu

  • Bharti Hexacom Ltd.2.24%
  • Sagar Cements Ltd.1.80%
  • Muthoot Finance Ltd.1.58%
  • National Aluminium Company Ltd.1.57%
  • Multi Commodity Exchange Of India Ltd.1.45%

Sector Overlap Breakdown

Cement & Cement Products
2.1% (1)
Transport Services
1.9% (1)
Automobiles
1.9% (1)
Ferrous Metals
1.4% (1)
IT - Software
1.3% (1)
Non - Ferrous Metals
0.7% (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.