ICICI Prudential Business Cycle Fund vs Nippon India ETF Nifty 100
Portfolio Overlap Analysis · ICICI vs Nippon
49.3%
High Overlap
32 common stocks · Rank #1150 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in ICICI Prudential Business Cycl | Wt% in Nippon India ETF Nifty 100 | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 9.83% | 9.72% | 9.72% |
ICICI Bank Limited Banks | 7.13% | 8.91% | 7.13% |
Reliance Industries Limited Petroleum Products | 6.81% | 7.68% | 6.81% |
Larsen & Toubro Limited Construction | 3.64% | 6.89% | 3.64% |
Bharti Airtel Limited Telecom - Services | 3.79% | 3.27% | 3.27% |
Axis Bank Limited Banks | 2.87% | 3.71% | 2.87% |
Mahindra & Mahindra Limited Automobiles | 2.20% | 2.72% | 2.20% |
Maruti Suzuki India Limited Automobiles | 1.41% | 3.95% | 1.41% |
NTPC Limited Power | 1.31% | 2.86% | 1.31% |
UltraTech Cement Limited Cement & Cement Products | 1.09% | 4.00% | 1.09% |
Unique to ICICI Prudential Business Cycl
- Cummins India Ltd.3.40%
- Xtrackers Harvest CSI 300 China A-Shares ETF2.94%
Unique to Nippon India ETF Nifty 100
- State Bank of India3.61%
- Infosys Limited3.30%
- Kotak Mahindra Bank Limited2.21%
Sector Overlap Breakdown
Banks20.1% (4)
Petroleum Products6.8% (1)
Automobiles5.0% (5)
Construction3.6% (1)
Telecom - Services3.3% (1)
Power2.1% (3)
Insurance1.6% (4)
Cement & Cement Products1.6% (3)
Diversified Metals0.9% (1)
Pharmaceuticals & Biotechnology0.8% (1)
Non - Ferrous Metals0.8% (1)
Transport Services0.8% (1)
Consumer Durables0.8% (1)
Electrical Equipment0.5% (2)
Realty0.3% (1)
Retailing0.2% (1)
Oil0.1% (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.