HDFC Retirement Savings Fund - Hybrid-Debt Plan vs ICICI Prudential Equity Minimum Variance Fund

Portfolio Overlap Analysis · HDFC vs ICICI

24.3%
Moderate Overlap
13 common stocks · Rank #8396 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Hybrid-Debt Plan
HDFC · Equity - Other
Fund B
ICICI Prudential Equity Minimum Variance Fund
ICICI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in ICICI Prudential Equity MinimuOverlap
Reliance Industries Ltd.
Petroleum Products
5.78%5.14%5.14%
Tata Consultancy Services Ltd.
IT - Software
5.89%4.43%4.43%
Larsen and Toubro Ltd.
Construction
7.52%3.18%3.18%
HDFC Bank Ltd.
Banks
2.43%3.86%2.43%
ICICI Bank Ltd.
Banks
2.15%5.50%2.15%
State Bank of India
Banks
1.46%2.95%1.46%
Axis Bank Ltd.
Banks
1.12%3.12%1.12%
Bharti Airtel Ltd.
Telecom - Services
0.94%3.02%0.94%
Maruti Suzuki India Limited
Automobiles
0.93%3.36%0.93%
Infosys Limited
IT - Software
0.81%5.32%0.81%

Unique to HDFC Retirement Savings Fund -

All top holdings are shared with the other fund.

Unique to ICICI Prudential Equity Minimu

  • ITC Ltd.4.48%
  • Sun Pharmaceutical Industries Ltd.3.84%
  • Hindustan Unilever Ltd.3.41%

Sector Overlap Breakdown

Banks
7.2% (4)
IT - Software
5.2% (2)
Petroleum Products
5.1% (1)
Construction
3.2% (1)
Telecom - Services
0.9% (1)
Automobiles
0.9% (1)
Insurance
0.6% (1)
Power
0.6% (1)
Diversified FMCG
0.5% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Retirement Savings Fund -

More comparisons for ICICI Prudential Equity Minimu

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