HDFC Retirement Savings Fund - Equity Plan vs ICICI Prudential Retirement Fund - Hybrid Aggressive Plan
Portfolio Overlap Analysis · HDFC vs ICICI
5.4%
Low Overlap
8 common stocks · Rank #27606 of 28,292 pairs
Common Holdings (8)
| Stock | Wt% in HDFC Retirement Savings Fund - | Wt% in ICICI Prudential Retirement Fu | Overlap |
|---|---|---|---|
Jindal Steel Limited. Ferrous Metals | 1.25% | 1.83% | 1.25% |
Bharti Airtel Ltd. Telecom - Services | 2.69% | 1.04% | 1.04% |
Creditaccess Grameen Limited Finance | 1.00% | 1.08% | 1.00% |
InterGlobe Aviation Ltd. Transport Services | 0.83% | 5.31% | 0.83% |
National Aluminium Co. Ltd. Non - Ferrous Metals | 0.51% | 0.92% | 0.51% |
Gland Pharma Ltd. Pharmaceuticals & Biotechnology | 0.91% | 0.40% | 0.40% |
Bajaj Auto Limited Automobiles | 1.93% | 0.31% | 0.31% |
Bajaj Electricals Ltd. Consumer Durables | 0.37% | 0.04% | 0.04% |
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%
- Tata Consultancy Services Ltd.2.64%
Unique to ICICI Prudential Retirement Fu
- Mahindra & Mahindra Ltd.4.35%
- Multi Commodity Exchange Of India Ltd.3.49%
- Info Edge (India) Ltd.2.67%
- Bharti Hexacom Ltd.2.66%
- Usha Martin Ltd.2.45%
- Polycab India Ltd.2.44%
- UPL Ltd.2.31%
- Ultratech Cement Ltd.2.24%
- Tech Mahindra Ltd.2.18%
Sector Overlap Breakdown
Ferrous Metals1.3% (1)
Telecom - Services1.0% (1)
Finance1.0% (1)
Transport Services0.8% (1)
Non - Ferrous Metals0.5% (1)
Pharmaceuticals & Biotechnology0.4% (1)
Automobiles0.3% (1)
Consumer Durables0.0% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC Retirement Savings Fund -
- vs HDFC Retirement Savings Fund -64.1% · 52 stocks
- vs HDFCTS57.2% · 32 stocks
- vs HDFC Hybrid Equity53.0% · 35 stocks
- vs HDFC Flexi Cap51.6% · 26 stocks
- vs SBI Nifty Index50.8% · 22 stocks
More comparisons for ICICI Prudential Retirement Fu
- vs ICICI Prudential Retirement Fu68.0% · 75 stocks
- vs ICICI Prudential Children’s60.1% · 57 stocks
- vs ICICI Prudential Midcap39.8% · 46 stocks
- vs ICICI Prudential Manufacturing32.4% · 44 stocks
- vs ICICI Prudential Retirement Fu24.0% · 25 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.