ICICI Prudential Equity & Debt Fund vs ICICI Prudential Long Term Wealth Enhancement Fund

Portfolio Overlap Analysis · ICICI vs ICICI

43.4%
High Overlap
18 common stocks · Rank #2008 of 28,292 pairs
Fund A
ICICI Prudential Equity & Debt Fund
ICICI · Equity - Other
Fund B
ICICI Prudential Long Term Wealth Enhancement Fund
ICICI · Equity - Other

Common Holdings (10)

StockWt% in ICICI Prudential Equity & DebtWt% in ICICI Prudential Long Term WeaOverlap
ICICI Bank Ltd.
Banks
6.08%9.69%6.08%
Maruti Suzuki India Ltd.
Automobiles
4.85%8.53%4.85%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
4.49%5.01%4.49%
HDFC Bank Ltd.
Banks
4.38%9.34%4.38%
Reliance Industries Ltd.
Petroleum Products
4.62%3.73%3.73%
Avenue Supermarts Ltd.
Retailing
2.96%5.43%2.96%
TVS Motor Company Ltd.
Automobiles
2.67%9.36%2.67%
Infosys Ltd.
It - Software
2.53%2.94%2.53%
Bharti Airtel Ltd.
Telecom - Services
2.47%4.69%2.47%
State Bank Of India
Banks
2.26%3.71%2.26%

Unique to ICICI Prudential Equity & Debt

  • NTPC Ltd.5.59%
  • Axis Bank Ltd.3.72%

Unique to ICICI Prudential Long Term Wea

  • The Ethos Ltd.5.56%
  • Zomato Ltd.4.95%
  • Red Tape Ltd4.30%

Sector Overlap Breakdown

Banks
14.5% (4)
Automobiles
7.5% (2)
Pharmaceuticals & Biotechnology
4.5% (1)
It - Software
4.3% (3)
Retailing
4.1% (2)
Petroleum Products
3.7% (1)
Telecom - Services
2.5% (1)
Transport Services
1.4% (1)
Food Products
0.7% (1)
Auto Components
0.1% (1)
Industrial Products
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for ICICI Prudential Equity & Debt

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