ICICI Prudential Business Cycle Fund vs NIPPON INDIA ETF NIFTY INFRASTRUCTURE BEES
Portfolio Overlap Analysis · Nippon vs ICICI
31.5%
Moderate Overlap
14 common stocks · Rank #5244 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in ICICI Prudential Business Cycl | Wt% in NIPPON INDIA ETF NIFTY INFRAST | Overlap |
|---|---|---|---|
Reliance Industries Limited Petroleum Products | 7.68% | 17.88% | 7.68% |
Larsen & Toubro Limited Construction | 6.89% | 13.70% | 6.89% |
UltraTech Cement Limited Cement & Cement Products | 4.00% | 4.10% | 4.00% |
Bharti Airtel Limited Telecom - Services | 3.27% | 14.28% | 3.27% |
NTPC Limited Power | 2.86% | 4.94% | 2.86% |
Cummins India Limited Industrial Products | 3.40% | 1.80% | 1.80% |
InterGlobe Aviation Limited Transport Services | 1.44% | 2.97% | 1.44% |
DLF Limited Realty | 2.23% | 1.06% | 1.06% |
Shree Cement Limited Cement & Cement Products | 0.73% | 0.95% | 0.73% |
Power Grid Corporation of India Limited Power | 0.70% | 3.69% | 0.70% |
Unique to ICICI Prudential Business Cycl
- HDFC Bank Ltd.9.72%
- ICICI Bank Ltd.8.91%
- Maruti Suzuki India Ltd.3.95%
- Axis Bank Ltd.3.71%
Unique to NIPPON INDIA ETF NIFTY INFRAST
- Adani Ports and Special Economic Zone Limited3.06%
- Oil & Natural Gas Corporation Limited2.96%
- Grasim Industries Limited2.92%
Sector Overlap Breakdown
Petroleum Products7.7% (1)
Construction6.9% (1)
Cement & Cement Products5.0% (3)
Power3.7% (3)
Telecom - Services3.3% (1)
Industrial Products1.8% (1)
Transport Services1.4% (1)
Realty1.1% (1)
Agricultural, Commercial & Construction Vehicles0.6% (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.