HDFC500ETF vs ICICI Prudential Balanced Advantage Fund

Portfolio Overlap Analysis · HDFC vs ICICI

47.9%
High Overlap
81 common stocks · Rank #1336 of 28,292 pairs
Fund A
HDFC500ETF
HDFC · Equity - Other
Fund B
ICICI Prudential Balanced Advantage Fund
ICICI · Balanced Advantage

Common Holdings (10)

StockWt% in HDFC500ETFWt% in ICICI Prudential Balanced AdvaOverlap
ICICI Bank Ltd.
Banks
5.11%4.70%4.70%
HDFC Bank Ltd.
Banks
7.01%4.28%4.28%
Reliance Industries Ltd.
Petroleum Products
4.90%3.38%3.38%
Infosys Limited
IT - Software
2.41%2.86%2.41%
Larsen and Toubro Ltd.
Construction
2.60%2.37%2.37%
Bharti Airtel Ltd.
Telecom - Services
2.73%2.31%2.31%
State Bank of India
Banks
2.59%2.04%2.04%
Axis Bank Ltd.
Banks
2.05%1.75%1.75%
Tata Consultancy Services Ltd.
IT - Software
1.39%1.34%1.34%
ITC LIMITED
Diversified FMCG
1.57%1.16%1.16%

Unique to HDFC500ETF

  • Kotak Mahindra Bank Limited1.59%
  • Mahindra & Mahindra Ltd.1.58%

Unique to ICICI Prudential Balanced Adva

  • TVS Motor Company Ltd.4.49%
  • Maruti Suzuki India Ltd.2.21%
  • Interglobe Aviation Ltd.1.78%

Sector Overlap Breakdown

Banks
13.1% (5)
IT - Software
5.2% (6)
Petroleum Products
3.6% (3)
Construction
2.5% (3)
Automobiles
2.4% (4)
Telecom - Services
2.3% (1)
Finance
2.3% (6)
Diversified FMCG
2.1% (2)
Retailing
1.9% (5)
Pharmaceuticals & Biotechnology
1.7% (4)
Consumer Durables
1.6% (4)
Insurance
1.5% (5)
Power
1.4% (2)
Cement & Cement Products
0.8% (3)
Industrial Products
0.7% (4)
Non - Ferrous Metals
0.6% (1)
Transport Services
0.6% (1)
Food Products
0.5% (2)
Auto Components
0.5% (3)
Capital Markets
0.4% (2)
Healthcare Services
0.3% (2)
Oil
0.3% (1)
Chemicals & Petrochemicals
0.3% (2)
Ferrous Metals
0.3% (1)
Leisure Services
0.2% (1)
Electrical Equipment
0.2% (2)
Realty
0.2% (1)
Diversified Metals
0.2% (1)
Personal Products
0.1% (1)
Transport Infrastructure
0.1% (1)
Fertilizers & Agrochemicals
0.1% (1)
Consumable Fuels
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC500ETF

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