HDFC Retirement Savings Fund - Equity Plan vs ICICI Prudential India Opportunities Fund

Portfolio Overlap Analysis · HDFC vs ICICI

43.7%
High Overlap
27 common stocks · Rank #1969 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other
Fund B
ICICI Prudential India Opportunities Fund
ICICI · Thematic

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in ICICI Prudential India OpportuOverlap
Axis Bank Ltd.
Banks
4.75%6.85%4.75%
HDFC Bank Ltd.
Banks
7.62%4.32%4.32%
Reliance Industries Ltd.
Petroleum Products
3.99%5.00%3.99%
ICICI Bank Ltd.
Banks
6.31%3.65%3.65%
State Bank of India
Banks
3.44%4.20%3.44%
Infosys Limited
IT - Software
2.98%5.81%2.98%
Maruti Suzuki India Limited
Automobiles
3.19%2.82%2.82%
Bharti Airtel Ltd.
Telecom - Services
2.69%2.56%2.56%
Larsen and Toubro Ltd.
Construction
2.45%4.42%2.45%
NTPC Limited
Power
1.37%3.23%1.37%

Unique to HDFC Retirement Savings Fund -

  • Kotak Mahindra Bank Limited3.39%
  • Tata Consultancy Services Ltd.2.64%

Unique to ICICI Prudential India Opportu

  • Sun Pharmaceutical Industries Ltd.5.41%

Sector Overlap Breakdown

Banks
16.2% (4)
Petroleum Products
4.0% (1)
IT - Software
3.9% (2)
Construction
3.5% (3)
Insurance
3.0% (3)
Automobiles
2.8% (1)
Telecom - Services
2.6% (1)
Pharmaceuticals & Biotechnology
2.1% (2)
Power
1.4% (1)
Ferrous Metals
1.1% (2)
Diversified FMCG
1.0% (1)
Beverages
0.9% (1)
Gas
0.6% (1)
Transport Services
0.3% (1)
IT - Services
0.2% (1)
Entertainment
0.2% (1)
Consumer Durables
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Retirement Savings Fund -

More comparisons for ICICI Prudential India Opportu

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