ICICI Prudential Balanced Advantage Fund vs NIFETF

Portfolio Overlap Analysis · ICICI vs ICICI

44.5%
High Overlap
40 common stocks · Rank #1838 of 28,292 pairs
Fund A
ICICI Prudential Balanced Advantage Fund
ICICI · Balanced Advantage
Fund B
NIFETF
ICICI · Equity - Other

Common Holdings (10)

StockWt% in ICICI Prudential Balanced AdvaWt% in NIFETFOverlap
ICICI Bank Ltd.
Banks
4.70%9.38%4.70%
HDFC Bank Ltd.
Banks
4.28%13.67%4.28%
Reliance Industries Ltd.
Petroleum Products
3.38%8.37%3.38%
Infosys Ltd.
It - Software
2.86%4.83%2.86%
Larsen & Toubro Ltd.
Construction
2.37%3.79%2.37%
Bharti Airtel Ltd.
Telecom - Services
2.31%4.63%2.31%
State Bank Of India
Banks
2.04%2.72%2.04%
Axis Bank Ltd.
Banks
1.75%2.72%1.75%
Zomato Ltd.
Retailing
1.48%1.90%1.48%
Maruti Suzuki India Ltd.
Automobiles
2.21%1.47%1.47%

Unique to ICICI Prudential Balanced Adva

  • TVS Motor Company Ltd.4.49%
  • Interglobe Aviation Ltd.1.78%

Unique to NIFETF

  • ITC Ltd.3.41%
  • Tata Consultancy Services Ltd.2.75%

Sector Overlap Breakdown

Banks
13.7% (6)
It - Software
5.4% (4)
Petroleum Products
3.4% (1)
Automobiles
2.4% (3)
Construction
2.4% (1)
Telecom - Services
2.3% (1)
Pharmaceuticals & Biotechnology
2.1% (3)
Diversified Fmcg
2.1% (2)
Retailing
1.8% (2)
Power
1.8% (2)
Finance
1.7% (2)
Consumer Durables
1.6% (2)
Insurance
1.3% (2)
Cement & Cement Products
0.7% (2)
Non - Ferrous Metals
0.6% (1)
Oil
0.3% (1)
Healthcare Services
0.3% (1)
Ferrous Metals
0.3% (1)
Transport Infrastructure
0.1% (1)
Food Products
0.1% (1)
Consumable Fuels
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for ICICI Prudential Balanced Adva

More comparisons for NIFETF

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