HDFC Transportation and Logistics Fund vs ICICI Prudential MNC Fund
Portfolio Overlap Analysis · HDFC vs ICICI
17.5%
Low Overlap
5 common stocks · Rank #12828 of 28,282 pairs
Common Holdings (5)
| Stock | Wt% in HDFC Transportation and Logist | Wt% in ICICI Prudential MNC | Overlap |
|---|---|---|---|
Maruti Suzuki India Limited Automobiles | 9.89% | 9.23% | 9.23% |
Sona Blw Precision Forgings Auto Components | 5.78% | 2.35% | 2.35% |
Hyundai Motor India Limited Automobiles | 6.16% | 2.23% | 2.23% |
CIE Automotive India Ltd Auto Components | 2.22% | 2.50% | 2.22% |
SKF India Ltd. Auto Components | 1.49% | 1.82% | 1.49% |
Unique to HDFC Transportation and Logist
- Eicher Motors Ltd.10.44%
- Bosch Limited6.63%
- Hero MotoCorp Ltd.5.84%
- Gabriel India Ltd.4.83%
- Tata Motors Limited4.02%
- Mahindra & Mahindra Ltd.3.86%
- Apollo Tyres Ltd.2.84%
Unique to ICICI Prudential MNC
- Hindustan Unilever Ltd.9.17%
- Sun Pharmaceutical Industries Ltd.5.58%
- Nestle India Ltd.4.00%
- Vedanta Ltd.3.92%
- United Breweries Ltd.2.99%
- Gland Pharma Ltd.2.83%
- ZF Commercial Vehicle Control Systems India Ltd2.80%
- Britannia Industries Ltd.2.80%
Sector Overlap Breakdown
Automobiles11.5% (2)
Auto Components6.1% (3)
Analysis
AI-generated comparative analysis coming soon.
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.