HDFC Retirement Savings Fund - Equity Plan vs ICICI Prudential Nifty Smallcap 250 Index Fund

Portfolio Overlap Analysis · HDFC vs ICICI

9.0%
Low Overlap
20 common stocks · Rank #21955 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other
Fund B
ICICI Prudential Nifty Smallcap 250 Index Fund
ICICI · Small Cap

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in ICICI Prudential Nifty SmallcaOverlap
Delhivery Limited
Transport Services
0.99%1.12%0.99%
The Ramco Cements Ltd.
Cement & Cement Products
0.89%0.76%0.76%
Redington Ltd.
Commercial Services & Supplies
0.72%0.76%0.72%
Kalpataru Projects International Ltd
Construction
0.78%0.67%0.67%
Dr. Lal Path Labs Ltd
Healthcare Services
1.40%0.60%0.60%
Timken India Ltd.
Industrial Products
0.60%0.61%0.60%
Gujarat State Petronet Ltd.
Gas
0.65%0.54%0.54%
Great Eastern Shipping Company Ltd.
Transport Services
0.57%0.48%0.48%
Zensar Technologies Ltd.
IT - Software
0.65%0.47%0.47%
Chambal Fertilizers & Chemicals Ltd.
Fertilizers & Agrochemicals
0.56%0.40%0.40%

Unique to HDFC Retirement Savings Fund -

  • HDFC Bank Ltd.7.62%
  • ICICI Bank Ltd.6.31%
  • Axis Bank Ltd.4.75%
  • Reliance Industries Ltd.3.99%
  • State Bank of India3.44%
  • Kotak Mahindra Bank Limited3.39%
  • Maruti Suzuki India Limited3.19%
  • Infosys Limited2.98%
  • Bharti Airtel Ltd.2.69%
  • Tata Consultancy Services Ltd.2.64%

Unique to ICICI Prudential Nifty Smallca

  • Multi Commodity Exchange Of India Ltd.2.01%
  • Laurus Labs Ltd.1.75%
  • Central Depository Services (India) Ltd.1.35%
  • Radico Khaitan Ltd.1.09%
  • Crompton Greaves Consumer Electricals Ltd.1.06%
  • Karur Vysya Bank Ltd.1.06%
  • Cholamandalam Financial Holdings Ltd.0.96%
  • Krishna Institute of Medical Sciences0.94%
  • Computer Age Management Services Ltd.0.92%

Sector Overlap Breakdown

Transport Services
1.6% (3)
Industrial Products
1.2% (3)
Construction
1.0% (3)
Cement & Cement Products
0.8% (1)
Commercial Services & Supplies
0.7% (1)
Healthcare Services
0.6% (1)
Gas
0.5% (1)
IT - Software
0.5% (1)
Fertilizers & Agrochemicals
0.4% (1)
Entertainment
0.4% (1)
Auto Components
0.4% (1)
Finance
0.3% (1)
Leisure Services
0.3% (1)
IT - Services
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Retirement Savings Fund -

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