ICICI Prudential Large Cap Fund vs SBI Infrastructure Fund
Portfolio Overlap Analysis · SBI vs ICICI
27.3%
Moderate Overlap
10 common stocks · Rank #6935 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in ICICI Prudential Large Cap | Wt% in SBI Infrastructure | Overlap |
|---|---|---|---|
Reliance Industries Ltd. Petroleum Products | 6.71% | 9.00% | 6.71% |
Larsen & Toubro Ltd. Construction | 6.25% | 10.13% | 6.25% |
Bharti Airtel Ltd. Telecom - Services | 4.49% | 5.46% | 4.49% |
Ultratech Cement Ltd. Cement & Cement Products | 3.99% | 3.27% | 3.27% |
NTPC Ltd. Power | 2.33% | 2.93% | 2.33% |
HDFC Bank Ltd. Banks | 9.91% | 1.91% | 1.91% |
Oil & Natural Gas Corporation Ltd. Oil | 1.23% | 3.61% | 1.23% |
Shree Cement Ltd. Cement & Cement Products | 0.63% | 5.61% | 0.63% |
Siemens Ltd. Electrical Equipment | 0.37% | 3.68% | 0.37% |
Indian Oil Corporation Ltd. Petroleum Products | 0.08% | 2.42% | 0.08% |
Unique to ICICI Prudential Large Cap
- ICICI Bank Ltd.9.03%
- Maruti Suzuki India Ltd.4.14%
- Axis Bank Ltd.3.79%
- Infosys Ltd.3.43%
- Sun Pharmaceutical Industries Ltd.2.75%
Unique to SBI Infrastructure
- Torrent Power Ltd.4.72%
- Adani Energy Solutions Ltd.4.57%
- Adani Ports and Special Economic Zone Ltd.3.93%
- State Bank of India3.62%
Sector Overlap Breakdown
Petroleum Products6.8% (2)
Construction6.3% (1)
Telecom - Services4.5% (1)
Cement & Cement Products3.9% (2)
Power2.3% (1)
Banks1.9% (1)
Oil1.2% (1)
Electrical Equipment0.4% (1)
Analysis
AI-generated comparative analysis coming soon.
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More comparisons for SBI Infrastructure
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.