ICICI Prudential Long Term Wealth Enhancement Fund vs HDFC BSE Sensex Index Fund

Portfolio Overlap Analysis · HDFC vs ICICI

46.7%
High Overlap
14 common stocks · Rank #1481 of 28,292 pairs
Fund A
ICICI Prudential Long Term Wealth Enhancement Fund
ICICI · Equity - Other
Fund B
HDFC BSE Sensex Index Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in ICICI Prudential Long Term WeaWt% in HDFC BSE Sensex IndexOverlap
ICICI Bank Ltd.
Banks
10.27%9.69%9.69%
HDFC Bank Ltd.
Banks
14.07%9.34%9.34%
Bharti Airtel Ltd.
Telecom - Services
5.47%4.69%4.69%
Reliance Industries Ltd.
Petroleum Products
9.83%3.73%3.73%
State Bank of India
Banks
5.20%3.71%3.71%
Infosys Limited
IT - Software
4.84%2.94%2.94%
Maruti Suzuki India Limited
Automobiles
2.05%8.53%2.05%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.91%5.01%1.91%
Eternal Limited
Retailing
1.78%4.95%1.78%
Axis Bank Ltd.
Banks
4.12%1.75%1.75%

Unique to ICICI Prudential Long Term Wea

  • TVS Motor Company Ltd.9.36%
  • The Ethos Ltd.5.56%
  • Avenue Supermarts Ltd.5.43%
  • Red Tape Ltd4.30%

Unique to HDFC BSE Sensex Index

  • Larsen and Toubro Ltd.5.21%
  • Kotak Mahindra Bank Limited3.18%
  • Mahindra & Mahindra Ltd.3.17%

Sector Overlap Breakdown

Banks
24.5% (4)
IT - Software
6.0% (3)
Telecom - Services
4.7% (1)
Petroleum Products
3.7% (1)
Retailing
2.7% (2)
Automobiles
2.0% (1)
Pharmaceuticals & Biotechnology
1.9% (1)
Transport Services
1.1% (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.