ICICI Prudential Infrastructure Fund vs NIPPON INDIA ETF NIFTY INFRASTRUCTURE BEES
Portfolio Overlap Analysis · ICICI vs Nippon
29.6%
Moderate Overlap
12 common stocks · Rank #6030 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in ICICI Prudential Infrastructur | Wt% in NIPPON INDIA ETF NIFTY INFRAST | Overlap |
|---|---|---|---|
Larsen & Toubro Limited Construction | 13.70% | 9.15% | 9.15% |
NTPC Limited Power | 4.94% | 4.66% | 4.66% |
Reliance Industries Limited Petroleum Products | 17.88% | 3.55% | 3.55% |
Adani Ports and Special Economic Zone Limited Transport Infrastructure | 3.06% | 3.92% | 3.06% |
InterGlobe Aviation Limited Transport Services | 2.97% | 2.16% | 2.16% |
Oil & Natural Gas Corporation Limited Oil | 2.96% | 1.95% | 1.95% |
Cummins India Limited Industrial Products | 1.80% | 1.12% | 1.12% |
Shree Cement Limited Cement & Cement Products | 0.95% | 2.43% | 0.95% |
Bharti Airtel Limited Telecom - Services | 14.28% | 0.91% | 0.91% |
Hindustan Petroleum Corporation Limited Petroleum Products | 1.15% | 0.84% | 0.84% |
Unique to ICICI Prudential Infrastructur
- NCC Ltd.3.43%
- Vedanta Ltd.3.37%
- AIA Engineering Ltd.2.61%
- Kalpataru Projects International Ltd2.61%
- Axis Bank Ltd.2.55%
- CESC Ltd.2.50%
Unique to NIPPON INDIA ETF NIFTY INFRAST
- UltraTech Cement Limited4.10%
- Power Grid Corporation of India Limited3.69%
- Grasim Industries Limited2.92%
Sector Overlap Breakdown
Construction9.2% (1)
Power5.1% (2)
Petroleum Products4.4% (2)
Transport Infrastructure3.1% (1)
Transport Services2.2% (1)
Oil1.9% (1)
Cement & Cement Products1.8% (2)
Industrial Products1.1% (1)
Telecom - Services0.9% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for ICICI Prudential Infrastructur
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More comparisons for NIPPON INDIA ETF NIFTY INFRAST
- vs INFRAETF93.6% · 29 stocks
- vs SBI Infrastructure40.9% · 10 stocks
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.