ICICI Prudential Infrastructure Fund vs SBI Comma Fund
Portfolio Overlap Analysis · SBI vs ICICI
19.4%
Low Overlap
14 common stocks · Rank #11415 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in ICICI Prudential Infrastructur | Wt% in SBI Comma | Overlap |
|---|---|---|---|
Reliance Industries Ltd. Petroleum Products | 3.55% | 5.06% | 3.55% |
Vedanta Ltd. Diversified Metals | 3.37% | 4.85% | 3.37% |
CESC Ltd. Power | 2.50% | 3.28% | 2.50% |
Nuvoco Vistas Corporation Ltd. Cement & Cement Products | 2.22% | 1.97% | 1.97% |
Oil & Natural Gas Corporation Ltd. Oil | 1.95% | 7.08% | 1.95% |
Ambuja Cements Ltd. Cement & Cement Products | 1.55% | 1.63% | 1.55% |
Hindalco Industries Ltd. Non - Ferrous Metals | 1.02% | 2.87% | 1.02% |
Tata Steel Ltd. Ferrous Metals | 0.85% | 9.09% | 0.85% |
Hindustan Petroleum Corporation Ltd. Petroleum Products | 0.84% | 2.63% | 0.84% |
Coal India Ltd. Consumable Fuels | 0.55% | 2.80% | 0.55% |
Unique to ICICI Prudential Infrastructur
- Larsen & Toubro Ltd.9.15%
- NTPC Ltd.4.66%
- Adani Ports and Special Economic Zone Ltd.3.92%
- NCC Ltd.3.43%
- AIA Engineering Ltd.2.61%
- Kalpataru Projects International Ltd2.61%
- Axis Bank Ltd.2.55%
Unique to SBI Comma
- Ultratech Cement Ltd.4.31%
- Steel Authority of India Ltd.3.90%
- Oil India Ltd.3.80%
- JSW Steel Ltd.3.80%
- NMDC Ltd.3.38%
Sector Overlap Breakdown
Petroleum Products4.4% (2)
Cement & Cement Products3.7% (3)
Diversified Metals3.4% (1)
Power2.9% (2)
Oil2.2% (2)
Non - Ferrous Metals1.0% (1)
Ferrous Metals0.8% (1)
Consumable Fuels0.6% (1)
Capital Markets0.4% (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.