ICICI Prudential Infrastructure Fund vs NIPPON INDIA VALUE FUND

Portfolio Overlap Analysis · Nippon vs ICICI

26.1%
Moderate Overlap
14 common stocks · Rank #7470 of 28,282 pairs
Fund A
ICICI Prudential Infrastructure Fund
ICICI · Sectoral - Infra
Fund B
NIPPON INDIA VALUE FUND
Nippon · Value/Contra

Common Holdings (10)

StockWt% in ICICI Prudential InfrastructurWt% in NIPPON INDIA VALUEOverlap
NTPC Limited
Power
4.66%4.20%4.20%
Larsen & Toubro Limited
Construction
9.15%2.98%2.98%
Reliance Industries Limited
Petroleum Products
3.55%2.96%2.96%
Axis Bank Limited
Banks
2.55%3.58%2.55%
ICICI Bank Limited
Banks
2.27%3.52%2.27%
IndusInd Bank Limited
Banks
1.99%3.81%1.99%
Oil & Natural Gas Corporation Limited
Oil
1.95%4.19%1.95%
Vedanta Limited
Diversified Metals
3.37%1.92%1.92%
HDFC Bank Limited
Banks
1.73%7.05%1.73%
State Bank of India
Banks
1.50%4.34%1.50%

Unique to ICICI Prudential Infrastructur

  • Adani Ports and Special Economic Zone Ltd.3.92%
  • NCC Ltd.3.43%
  • AIA Engineering Ltd.2.61%
  • Kalpataru Projects International Ltd2.61%
  • CESC Ltd.2.50%

Unique to NIPPON INDIA VALUE

  • Kotak Mahindra Bank Limited3.06%

Sector Overlap Breakdown

Banks
10.0% (5)
Power
4.2% (1)
Construction
3.0% (1)
Petroleum Products
3.0% (1)
Oil
1.9% (1)
Diversified Metals
1.9% (1)
Telecom - Services
0.9% (1)
Consumable Fuels
0.6% (1)
Finance
0.3% (1)
Realty
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for ICICI Prudential Infrastructur

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