ICICI Prudential Innovation Fund vs NIPPON INDIA LARGE CAP FUND
Portfolio Overlap Analysis · ICICI vs Nippon
38.2%
Moderate Overlap
22 common stocks · Rank #3144 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in ICICI Prudential Innovation | Wt% in NIPPON INDIA LARGE CAP | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 7.02% | 6.70% | 6.70% |
Reliance Industries Limited Petroleum Products | 5.30% | 4.15% | 4.15% |
Axis Bank Limited Banks | 4.20% | 3.44% | 3.44% |
Infosys Limited IT - Software | 2.94% | 3.90% | 2.94% |
Larsen & Toubro Limited Construction | 4.24% | 2.46% | 2.46% |
Mahindra & Mahindra Limited Automobiles | 2.44% | 3.31% | 2.44% |
Maruti Suzuki India Limited Automobiles | 2.31% | 2.68% | 2.31% |
NTPC Limited Power | 2.48% | 1.86% | 1.86% |
Hindustan Unilever Limited Diversified FMCG | 2.29% | 1.43% | 1.43% |
Eternal Limited Retailing | 1.10% | 1.18% | 1.10% |
Unique to ICICI Prudential Innovation
- Pidilite Industries Ltd.3.38%
- Lupin Ltd.3.07%
- TVS Motor Company Ltd.2.57%
- Sun Pharmaceutical Industries Ltd.2.55%
Unique to NIPPON INDIA LARGE CAP
- HDFC Bank Limited8.82%
- State Bank of India3.99%
- GE Vernova T&D India Limited2.82%
- Bajaj Finance Limited2.80%
- ITC Limited2.61%
Sector Overlap Breakdown
Banks10.1% (2)
Automobiles5.5% (3)
Petroleum Products4.2% (1)
Retailing3.0% (3)
IT - Software2.9% (1)
Pharmaceuticals & Biotechnology2.7% (3)
Construction2.5% (1)
Electrical Equipment2.1% (3)
Power1.9% (1)
Diversified FMCG1.4% (1)
Insurance0.8% (1)
Auto Components0.7% (1)
Personal Products0.5% (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.