HDFCN100ET vs ICICI Prudential Active Momentum Fund
Portfolio Overlap Analysis · HDFC vs ICICI
10.1%
Low Overlap
12 common stocks · Rank #20381 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFCN100ET | Wt% in ICICI Prudential Active Moment | Overlap |
|---|---|---|---|
Bharti Airtel Ltd. Telecom - Services | 3.79% | 1.98% | 1.98% |
Bharat Electronics Ltd. Aerospace & Defense | 1.15% | 1.44% | 1.15% |
Mahindra & Mahindra Ltd. Automobiles | 2.20% | 1.00% | 1.00% |
HDFC Bank Ltd. Banks | 9.84% | 1.00% | 1.00% |
Larsen and Toubro Ltd. Construction | 3.64% | 0.99% | 0.99% |
Tata Steel Ltd. Ferrous Metals | 1.27% | 0.68% | 0.68% |
SBI Life Insurance Company Ltd. Insurance | 0.66% | 0.97% | 0.66% |
TVS Motor Company Ltd. Automobiles | 0.66% | 0.60% | 0.60% |
HDFC Life Insurance Company Limited Insurance | 0.56% | 0.79% | 0.56% |
Bharat Petroleum Corporation Ltd. Petroleum Products | 0.54% | 1.76% | 0.54% |
Unique to HDFCN100ET
- ICICI Bank Ltd.7.14%
- Reliance Industries Ltd.6.82%
- State Bank of India3.61%
- Infosys Limited3.30%
- Axis Bank Ltd.2.87%
- Kotak Mahindra Bank Limited2.21%
Unique to ICICI Prudential Active Moment
- Polycab India Ltd.1.71%
- Britannia Industries Ltd.1.50%
- Bayer Cropscience Ltd.1.23%
- SRF Ltd.1.03%
- Pg Electroplast Ltd.1.00%
Sector Overlap Breakdown
Telecom - Services2.0% (1)
Automobiles1.6% (2)
Insurance1.2% (2)
Aerospace & Defense1.1% (1)
Banks1.0% (1)
Construction1.0% (1)
Ferrous Metals0.7% (1)
Petroleum Products0.5% (1)
Food Products0.5% (1)
Leisure Services0.4% (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.