ICICI Prudential Large Cap Fund vs SBI BSE 100 ETF
Portfolio Overlap Analysis · SBI vs ICICI
58.8%
High Overlap
46 common stocks · Rank #613 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in ICICI Prudential Large Cap | Wt% in SBI BSE 100 ETF | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 9.91% | 9.52% | 9.52% |
ICICI Bank Ltd. Banks | 9.03% | 6.95% | 6.95% |
Reliance Industries Ltd. Petroleum Products | 6.71% | 6.65% | 6.65% |
Bharti Airtel Ltd. Telecom - Services | 4.49% | 3.70% | 3.70% |
Larsen & Toubro Ltd. Construction | 6.25% | 3.53% | 3.53% |
Infosys Ltd. IT - Software | 3.43% | 3.27% | 3.27% |
Axis Bank Ltd. Banks | 3.79% | 2.79% | 2.79% |
Mahindra & Mahindra Ltd. Automobiles | 2.23% | 2.14% | 2.14% |
Maruti Suzuki India Ltd. Automobiles | 4.14% | 1.38% | 1.38% |
ITC Ltd. Diversified FMCG | 1.33% | 2.13% | 1.33% |
Unique to ICICI Prudential Large Cap
- Ultratech Cement Ltd.3.99%
- Sun Pharmaceutical Industries Ltd.2.75%
Unique to SBI BSE 100 ETF
- State Bank of India3.52%
- Kotak Mahindra Bank Ltd.2.15%
Sector Overlap Breakdown
Banks19.7% (4)
Petroleum Products7.3% (3)
IT - Software5.4% (6)
Automobiles5.1% (6)
Telecom - Services3.7% (1)
Construction3.5% (1)
Pharmaceuticals & Biotechnology2.4% (4)
Power2.4% (3)
Diversified FMCG1.3% (1)
Cement & Cement Products1.3% (2)
Insurance1.2% (2)
Oil0.8% (1)
Transport Services0.8% (1)
Consumer Durables0.8% (1)
Retailing0.5% (2)
Industrial Products0.5% (1)
Non - Ferrous Metals0.4% (1)
Capital Markets0.4% (1)
Aerospace & Defense0.4% (1)
Ferrous Metals0.4% (1)
Diversified Metals0.3% (1)
Beverages0.3% (1)
Realty0.3% (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.