ICICI Prudential Balanced Advantage Fund vs SPBSEETF

Portfolio Overlap Analysis · ICICI vs ICICI

47.9%
High Overlap
81 common stocks · Rank #1338 of 28,292 pairs
Fund A
ICICI Prudential Balanced Advantage Fund
ICICI · Balanced Advantage
Fund B
SPBSEETF
ICICI · Equity - Other

Common Holdings (10)

StockWt% in ICICI Prudential Balanced AdvaWt% in SPBSEETFOverlap
ICICI Bank Ltd.
Banks
5.61%4.70%4.70%
HDFC Bank Ltd.
Banks
8.13%4.28%4.28%
Reliance Industries Ltd.
Petroleum Products
5.00%3.38%3.38%
Infosys Ltd.
It - Software
2.86%2.86%2.86%
Bharti Airtel Ltd.
Telecom - Services
2.67%2.31%2.31%
Larsen & Toubro Ltd.
Construction
2.26%2.37%2.26%
State Bank Of India
Banks
1.62%2.04%1.62%
Axis Bank Ltd.
Banks
1.62%1.75%1.62%
Tata Consultancy Services Ltd.
It - Software
1.63%1.34%1.34%
ITC Ltd.
Diversified Fmcg
2.03%1.16%1.16%

Unique to ICICI Prudential Balanced Adva

  • TVS Motor Company Ltd.4.49%
  • Maruti Suzuki India Ltd.2.21%
  • Interglobe Aviation Ltd.1.78%

Unique to SPBSEETF

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
13.2% (6)
It - Software
5.8% (6)
Petroleum Products
3.6% (3)
Construction
2.3% (3)
Telecom - Services
2.3% (1)
Retailing
2.3% (5)
Finance
2.3% (6)
Diversified Fmcg
2.1% (2)
Automobiles
2.0% (4)
Pharmaceuticals & Biotechnology
1.7% (4)
Consumer Durables
1.6% (4)
Insurance
1.4% (5)
Power
1.3% (2)
Cement & Cement Products
0.9% (3)
Transport Services
0.6% (1)
Non - Ferrous Metals
0.5% (1)
Food Products
0.5% (2)
Industrial Products
0.5% (4)
Capital Markets
0.4% (2)
Auto Components
0.4% (3)
Healthcare Services
0.3% (2)
Oil
0.3% (1)
Ferrous Metals
0.3% (1)
Chemicals & Petrochemicals
0.3% (2)
Fertilizers & Agrochemicals
0.2% (1)
Leisure Services
0.2% (1)
Diversified Metals
0.2% (1)
Realty
0.1% (1)
Personal Products
0.1% (1)
Transport Infrastructure
0.1% (1)
Electrical Equipment
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.