ICICI Prudential Flexicap Fund vs ICICI Prudential Transportation and Logistics Fund
Portfolio Overlap Analysis · ICICI vs ICICI
28.5%
Moderate Overlap
12 common stocks · Rank #6406 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in ICICI Prudential Flexicap | Wt% in ICICI Prudential Transportatio | Overlap |
|---|---|---|---|
TVS Motor Company Ltd. Automobiles | 9.50% | 9.13% | 9.13% |
Maruti Suzuki India Ltd. Automobiles | 7.23% | 8.85% | 7.23% |
Zomato Ltd. Retailing | 3.48% | 7.46% | 3.48% |
Interglobe Aviation Ltd. Transport Services | 1.94% | 2.05% | 1.94% |
Samvardhana Motherson International Ltd. Auto Components | 1.72% | 2.49% | 1.72% |
Sona Blw Precision Forgings Ltd. Auto Components | 1.32% | 1.49% | 1.32% |
Sharda Motor Industries Ltd Auto Components | 1.15% | 1.97% | 1.15% |
Eicher Motors Ltd. Automobiles | 1.14% | 5.01% | 1.14% |
Rolex Rings Ltd. Auto Components | 0.60% | 0.96% | 0.60% |
Motherson Sumi Wiring India Ltd. Auto Components | 0.51% | 1.53% | 0.51% |
Unique to ICICI Prudential Flexicap
- ICICI Bank Ltd.7.93%
- Avenue Supermarts Ltd.5.89%
- HDFC Bank Ltd.4.70%
- PI Industries Ltd.3.23%
- Infosys Ltd.3.07%
- The Ethos Ltd.2.93%
- Larsen & Toubro Ltd.2.58%
Unique to ICICI Prudential Transportatio
- Mahindra & Mahindra Ltd.14.38%
- Tata Motors Ltd.8.09%
- Bajaj Auto Ltd.3.87%
- Hyundai Motor India Ltd.3.49%
- Adani Ports and Special Economic Zone Ltd.2.18%
Sector Overlap Breakdown
Automobiles17.6% (4)
Auto Components5.3% (5)
Retailing3.5% (1)
Transport Services1.9% (1)
Electrical Equipment0.2% (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.