ICICI Prudential Banking & Financial Services Fund vs HDFC Banking & Financial Services Fund

Portfolio Overlap Analysis · HDFC vs ICICI

58.3%
High Overlap
15 common stocks · Rank #638 of 28,292 pairs
Fund B
HDFC Banking & Financial Services Fund
HDFC · Sectoral - Banking

Common Holdings (10)

StockWt% in ICICI Prudential Banking & FinWt% in HDFC Banking & Financial ServiOverlap
HDFC Bank Ltd.
Banks
16.63%18.30%16.63%
ICICI Bank Ltd.
Banks
13.99%21.02%13.99%
Axis Bank Ltd.
Banks
8.71%8.13%8.13%
State Bank of India
Banks
7.46%7.61%7.46%
SBI Life Insurance Company Ltd.
Insurance
3.12%5.36%3.12%
ICICI Lombard General Insurance Co
Insurance
2.21%2.63%2.21%
Max Financial Services Ltd.
Insurance
1.61%2.79%1.61%
Bajaj Finserv Ltd.
Finance
1.22%1.02%1.02%
Bandhan Bank Ltd.
Banks
1.37%0.92%0.92%
Karur Vysya Bank Ltd.
Banks
2.33%0.87%0.87%

Unique to ICICI Prudential Banking & Fin

  • Kotak Mahindra Bank Ltd.4.70%
  • HDFC Life Insurance Company Ltd.3.88%
  • LIC Housing Finance Ltd.1.53%

Unique to HDFC Banking & Financial Servi

  • Kotak Mahindra Bank Limited8.13%
  • Shriram Finance Ltd.4.89%
  • Bajaj Finance Ltd.4.36%
  • Au Small Finance Bank Ltd.2.97%

Sector Overlap Breakdown

Banks
49.0% (8)
Insurance
7.6% (4)
Finance
1.7% (3)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for ICICI Prudential Banking & Fin

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