ICICI Prudential Balanced Advantage Fund vs SBI BSE 100 ETF

Portfolio Overlap Analysis · ICICI vs SBI

49.6%
High Overlap
60 common stocks · Rank #1123 of 28,292 pairs
Fund A
ICICI Prudential Balanced Advantage Fund
ICICI · Balanced Advantage
Fund B
SBI BSE 100 ETF
SBI · Equity - Other

Common Holdings (10)

StockWt% in ICICI Prudential Balanced AdvaWt% in SBI BSE 100 ETFOverlap
ICICI Bank Ltd.
Banks
6.95%4.70%4.70%
HDFC Bank Ltd.
Banks
9.52%4.28%4.28%
Reliance Industries Ltd.
Petroleum Products
6.65%3.38%3.38%
Infosys Ltd.
IT - Software
3.27%2.86%2.86%
Larsen & Toubro Ltd.
Construction
3.53%2.37%2.37%
Bharti Airtel Ltd.
Telecom - Services
3.70%2.31%2.31%
State Bank of India
Banks
3.52%2.04%2.04%
Axis Bank Ltd.
Banks
2.79%1.75%1.75%
Maruti Suzuki India Ltd.
Automobiles
1.38%2.21%1.38%
Tata Consultancy Services Ltd.
IT - Software
1.88%1.34%1.34%

Unique to ICICI Prudential Balanced Adva

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

Unique to SBI BSE 100 ETF

  • Kotak Mahindra Bank Ltd.2.15%
  • Mahindra & Mahindra Ltd.2.14%

Sector Overlap Breakdown

Banks
13.1% (5)
IT - Software
5.7% (5)
Petroleum Products
3.4% (2)
Automobiles
2.9% (4)
Finance
2.4% (5)
Construction
2.4% (1)
Telecom - Services
2.3% (1)
Retailing
2.2% (4)
Pharmaceuticals & Biotechnology
2.1% (4)
Diversified FMCG
2.1% (2)
Power
1.7% (2)
Consumer Durables
1.6% (3)
Insurance
1.5% (3)
Cement & Cement Products
0.9% (3)
Transport Services
0.8% (1)
Food Products
0.6% (2)
Non - Ferrous Metals
0.6% (1)
Industrial Products
0.5% (1)
Auto Components
0.4% (1)
Capital Markets
0.4% (1)
Chemicals & Petrochemicals
0.3% (1)
Oil
0.3% (1)
Healthcare Services
0.3% (1)
Ferrous Metals
0.3% (1)
Leisure Services
0.2% (1)
Diversified Metals
0.2% (1)
Personal Products
0.1% (1)
Transport Infrastructure
0.1% (1)
Consumable Fuels
0.0% (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.