HDFCN100ET vs ICICI Prudential Dividend Yield Equity Fund
Portfolio Overlap Analysis · HDFC vs ICICI
49.9%
High Overlap
37 common stocks · Rank #1086 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFCN100ET | Wt% in ICICI Prudential Dividend Yiel | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 7.14% | 7.35% | 7.14% |
HDFC Bank Ltd. Banks | 9.84% | 6.36% | 6.36% |
Larsen and Toubro Ltd. Construction | 3.64% | 4.17% | 3.64% |
Bharti Airtel Ltd. Telecom - Services | 3.79% | 3.24% | 3.24% |
Reliance Industries Ltd. Petroleum Products | 6.82% | 2.98% | 2.98% |
Axis Bank Ltd. Banks | 2.87% | 5.66% | 2.87% |
State Bank of India Banks | 3.61% | 2.13% | 2.13% |
Infosys Limited IT - Software | 3.30% | 1.79% | 1.79% |
Hindustan Unilever Ltd. Diversified FMCG | 1.50% | 1.53% | 1.50% |
Tata Consultancy Services Ltd. IT - Software | 1.95% | 1.48% | 1.48% |
Unique to HDFCN100ET
- Kotak Mahindra Bank Limited2.21%
- Mahindra & Mahindra Ltd.2.20%
Unique to ICICI Prudential Dividend Yiel
- NTPC Ltd.6.32%
- Maruti Suzuki India Ltd.6.30%
- Sun Pharmaceutical Industries Ltd.5.68%
- Oil & Natural Gas Corporation Ltd.3.90%
Sector Overlap Breakdown
Banks18.5% (4)
IT - Software4.4% (5)
Petroleum Products4.0% (3)
Construction3.6% (1)
Telecom - Services3.2% (1)
Automobiles2.7% (3)
Diversified FMCG2.2% (2)
Power2.1% (2)
Cement & Cement Products2.0% (4)
Pharmaceuticals & Biotechnology1.5% (2)
Non - Ferrous Metals1.0% (1)
Oil0.8% (1)
Transport Services0.8% (1)
Consumable Fuels0.7% (1)
Insurance0.7% (1)
Finance0.6% (2)
Food Products0.5% (1)
Retailing0.4% (1)
Auto Components0.2% (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.