ICICI Prudential Innovation Fund vs SBI BSE 100 ETF
Portfolio Overlap Analysis · ICICI vs SBI
37.2%
Moderate Overlap
27 common stocks · Rank #3374 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in ICICI Prudential Innovation | Wt% in SBI BSE 100 ETF | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 6.95% | 6.70% | 6.70% |
Reliance Industries Ltd. Petroleum Products | 6.65% | 4.15% | 4.15% |
Infosys Ltd. IT - Software | 3.27% | 3.90% | 3.27% |
Axis Bank Ltd. Banks | 2.79% | 3.44% | 2.79% |
Larsen & Toubro Ltd. Construction | 3.53% | 2.46% | 2.46% |
Bharti Airtel Ltd. Telecom - Services | 3.70% | 2.37% | 2.37% |
Mahindra & Mahindra Ltd. Automobiles | 2.14% | 3.31% | 2.14% |
Hindustan Unilever Ltd. Diversified FMCG | 1.47% | 1.43% | 1.43% |
Maruti Suzuki India Ltd. Automobiles | 1.38% | 2.68% | 1.38% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.29% | 2.55% | 1.29% |
Unique to ICICI Prudential Innovation
- Pidilite Industries Ltd.3.38%
- Lupin Ltd.3.07%
- TVS Motor Company Ltd.2.57%
Unique to SBI BSE 100 ETF
- HDFC Bank Ltd.9.52%
- State Bank of India3.52%
- Kotak Mahindra Bank Ltd.2.15%
Sector Overlap Breakdown
Banks9.5% (2)
Automobiles4.2% (3)
Petroleum Products4.2% (1)
IT - Software3.9% (3)
Retailing2.5% (4)
Construction2.5% (1)
Telecom - Services2.4% (1)
Power2.2% (2)
Pharmaceuticals & Biotechnology2.2% (3)
Diversified FMCG1.4% (1)
Auto Components0.6% (2)
Insurance0.5% (1)
Industrial Products0.5% (1)
Personal Products0.3% (1)
Chemicals & Petrochemicals0.3% (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.