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

Portfolio Overlap Analysis · HDFC vs ICICI

9.6%
Low Overlap
22 common stocks · Rank #21102 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Hybrid-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
City Union Bank Ltd.
Banks
1.16%0.79%0.79%
The Ramco Cements Ltd.
Cement & Cement Products
0.66%0.76%0.66%
Kalpataru Projects International Ltd
Construction
0.65%0.67%0.65%
Dr. Lal Path Labs Ltd
Healthcare Services
1.07%0.60%0.60%
SKF India Ltd.
Auto Components
0.71%0.58%0.58%
Redington Ltd.
Commercial Services & Supplies
0.58%0.76%0.58%
Gujarat State Petronet Ltd.
Gas
0.54%0.54%0.54%
Crompton Greaves Consumer Elec. Ltd.
Consumer Durables
0.53%1.06%0.53%
Delhivery Limited
Transport Services
0.51%1.12%0.51%
Zensar Technologies Ltd.
IT - Software
0.50%0.47%0.47%

Unique to HDFC Retirement Savings Fund -

  • HDFC Bank Ltd.6.25%
  • ICICI Bank Ltd.5.66%
  • State Bank of India3.53%
  • Reliance Industries Ltd.3.27%
  • Axis Bank Ltd.3.25%
  • Kotak Mahindra Bank Limited2.68%
  • Maruti Suzuki India Limited2.62%
  • Tata Consultancy Services Ltd.2.32%
  • Infosys Limited2.29%
  • Bharti Airtel Ltd.2.21%

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%
  • 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

IT - Software
0.8% (2)
Banks
0.8% (1)
Construction
0.8% (2)
Industrial Products
0.7% (2)
Transport Services
0.7% (2)
Pharmaceuticals & Biotechnology
0.7% (2)
Cement & Cement Products
0.7% (1)
Healthcare Services
0.6% (1)
Auto Components
0.6% (1)
Commercial Services & Supplies
0.6% (1)
Gas
0.5% (1)
Consumer Durables
0.5% (1)
Fertilizers & Agrochemicals
0.4% (1)
Entertainment
0.4% (1)
Finance
0.3% (1)
Capital Markets
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.