HDFC Value Fund vs ICICI Prudential FMCG Fund

Portfolio Overlap Analysis · HDFC vs ICICI

5.2%
Low Overlap
4 common stocks · Rank #27853 of 28,292 pairs
Fund A
HDFC Value Fund
HDFC · Value/Contra
Fund B
ICICI Prudential FMCG Fund
ICICI · Sectoral - Consumption

Common Holdings (4)

StockWt% in HDFC ValueWt% in ICICI Prudential FMCGOverlap
Godrej Consumer Products Ltd.
Personal Products
1.51%3.71%1.51%
United Spirits Limited
Beverages
1.46%2.03%1.46%
Britannia Industries Ltd.
Food Products
1.34%5.50%1.34%
Hindustan Unilever Ltd.
Diversified FMCG
0.93%19.14%0.93%

Unique to HDFC Value

  • ICICI Bank Ltd.6.98%
  • HDFC Bank Ltd.6.19%
  • Axis Bank Ltd.4.57%
  • State Bank of India4.46%
  • Bharti Airtel Ltd.3.30%
  • Infosys Limited3.07%
  • Larsen and Toubro Ltd.3.03%
  • NTPC Limited2.58%
  • Sun Pharmaceutical Industries Ltd.2.58%
  • Au Small Finance Bank Ltd.2.55%

Unique to ICICI Prudential FMCG

  • ITC Ltd.28.77%
  • Nestle India Ltd.9.01%
  • Dabur India Ltd.4.68%
  • Tata Consumer Products Ltd.4.49%
  • Colgate - Palmolive (India) Ltd.2.93%
  • United Breweries Ltd.2.92%
  • Amrutanjan Health Care Ltd.2.35%

Sector Overlap Breakdown

Personal Products
1.5% (1)
Beverages
1.5% (1)
Food Products
1.3% (1)
Diversified FMCG
0.9% (1)

Analysis

AI-generated comparative analysis coming soon.

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