ICICI Prudential Balanced Advantage Fund vs SBI Midcap Fund

Portfolio Overlap Analysis · ICICI vs SBI

5.1%

Low Overlap

11 common stocks · Rank #28036 of 28,292 pairs

Fund A

ICICI · Balanced Advantage

Fund B

SBI · Mid Cap

Common Holdings (10)

Stock	Wt% in ICICI Prudential Balanced Adva	Wt% in SBI Midcap	Overlap
State Bank of India Banks	2.34%	2.04%	2.04%
PI Industries Ltd. Fertilizers & Agrochemicals	0.82%	1.35%	0.82%
The Phoenix Mills Ltd. Realty	1.43%	0.53%	0.53%
ICICI Lombard General Insurance Company Ltd. Insurance	2.22%	0.35%	0.35%
Max Financial Services Ltd. Insurance	2.82%	0.29%	0.29%
Motherson Sumi Wiring India Ltd. Auto Components	1.87%	0.27%	0.27%
FSN E-Commerce Ventures Ltd. Retailing	2.55%	0.23%	0.23%
Lupin Ltd. Pharmaceuticals & Biotechnology	1.07%	0.19%	0.19%
ICICI Prudential Life Insurance Company Ltd. Insurance	2.54%	0.14%	0.14%
Hindustan Petroleum Corporation Ltd. Petroleum Products	1.89%	0.14%	0.14%

Banks

2.0% (1)

Fertilizers & Agrochemicals

0.8% (1)

Insurance

0.8% (3)

Realty

0.5% (1)

Auto Components

0.3% (1)

Retailing

0.2% (1)

Pharmaceuticals & Biotechnology

0.2% (1)

Petroleum Products

0.1% (1)

Personal Products

0.1% (1)

AI-generated comparative analysis coming soon.

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