ICICI Prudential Commodities Fund vs MZ
Portfolio Overlap Analysis · Nippon vs ICICI
17.4%
Low Overlap
12 common stocks · Rank #12897 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in ICICI Prudential Commodities | Wt% in MZ | Overlap |
|---|---|---|---|
Hindalco Industries Limited Non - Ferrous Metals | 3.21% | 3.47% | 3.21% |
Vedanta Limited Diversified Metals | 5.42% | 3.16% | 3.16% |
JSW Steel Limited Ferrous Metals | 7.80% | 3.08% | 3.08% |
Tata Steel Limited Ferrous Metals | 1.85% | 4.55% | 1.85% |
Jindal Steel Limited Ferrous Metals | 8.64% | 1.20% | 1.20% |
APL Apollo Tubes Limited Industrial Products | 2.94% | 1.01% | 1.01% |
SRF Limited Chemicals & Petrochemicals | 1.97% | 0.96% | 0.96% |
UPL Limited Fertilizers & Agrochemicals | 4.51% | 0.93% | 0.93% |
PI Industries Limited Fertilizers & Agrochemicals | 1.48% | 0.66% | 0.66% |
Navin Fluorine International Limited Chemicals & Petrochemicals | 3.47% | 0.60% | 0.60% |
Unique to ICICI Prudential Commodities
- Ambuja Cements Ltd.7.47%
- Jindal Stainless Ltd.6.91%
- Ultratech Cement Ltd.6.12%
- Usha Martin Ltd.4.04%
Unique to MZ
- Sun Pharmaceutical Industries Limited4.77%
- Mahindra & Mahindra Limited4.53%
- Maruti Suzuki India Limited4.33%
- Reliance Industries Limited4.32%
- Bharat Electronics Limited3.95%
- Bajaj Auto Limited2.86%
Sector Overlap Breakdown
Ferrous Metals6.1% (3)
Non - Ferrous Metals3.6% (2)
Diversified Metals3.2% (1)
Chemicals & Petrochemicals1.9% (3)
Fertilizers & Agrochemicals1.6% (2)
Industrial Products1.0% (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.