ICICI Prudential Balanced Advantage Fund vs SBI Innovative Opportunities Fund

Portfolio Overlap Analysis · ICICI vs SBI

5.5%
Low Overlap
8 common stocks · Rank #27502 of 28,292 pairs
Fund A
ICICI Prudential Balanced Advantage Fund
ICICI · Balanced Advantage
Fund B
SBI Innovative Opportunities Fund
SBI · Thematic

Common Holdings (8)

StockWt% in ICICI Prudential Balanced AdvaWt% in SBI Innovative OpportunitiesOverlap
Eternal Ltd.
Retailing
7.93%1.48%1.48%
Maruti Suzuki India Ltd.
Automobiles
1.20%2.21%1.20%
Bajaj Finance Ltd.
Finance
3.31%0.94%0.94%
Bajaj Finserv Ltd.
Finance
2.61%0.73%0.73%
Sona Blw Precision Forgings Ltd.
Auto Components
2.60%0.37%0.37%
Info Edge (India) Ltd.
Retailing
2.49%0.31%0.31%
FSN E-Commerce Ventures Ltd.
Retailing
4.27%0.23%0.23%
Lupin Ltd.
Pharmaceuticals & Biotechnology
2.78%0.19%0.19%

Unique to ICICI Prudential Balanced Adva

  • ICICI Bank Ltd.4.70%
  • TVS Motor Company Ltd.4.49%
  • HDFC Bank Ltd.4.28%
  • Reliance Industries Ltd.3.38%
  • Infosys Ltd.2.86%
  • Larsen & Toubro Ltd.2.37%
  • Bharti Airtel Ltd.2.31%
  • State Bank Of India2.04%
  • Interglobe Aviation Ltd.1.78%

Unique to SBI Innovative Opportunities

  • TBO Tek Ltd.6.91%
  • BlackBuck Ltd.5.86%
  • Ather Energy Ltd.4.47%
  • Divi's Laboratories Ltd.3.87%
  • Meesho Ltd.3.83%
  • Honeywell Automation India Ltd.3.54%
  • Firstsource Solutions Ltd.3.38%

Sector Overlap Breakdown

Retailing
2.0% (3)
Finance
1.7% (2)
Automobiles
1.2% (1)
Auto Components
0.4% (1)
Pharmaceuticals & Biotechnology
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for ICICI Prudential Balanced Adva

More comparisons for SBI Innovative Opportunities

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