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

Portfolio Overlap Analysis · ICICI vs SBI

46.7%
High Overlap
14 common stocks · Rank #1486 of 28,292 pairs
Fund A
ICICI Prudential Long Term Wealth Enhancement Fund
ICICI · Equity - Other
Fund B
SBI BSE Sensex Index Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in ICICI Prudential Long Term WeaWt% in SBI BSE Sensex IndexOverlap
ICICI Bank Ltd.
Banks
10.26%9.69%9.69%
HDFC Bank Ltd.
Banks
14.06%9.34%9.34%
Bharti Airtel Ltd.
Telecom - Services
5.47%4.69%4.69%
Reliance Industries Ltd.
Petroleum Products
9.82%3.73%3.73%
State Bank of India
Banks
5.20%3.71%3.71%
Infosys Ltd.
IT - Software
4.83%2.94%2.94%
Maruti Suzuki India Ltd.
Automobiles
2.04%8.53%2.04%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.91%5.01%1.91%
Eternal Ltd.
Retailing
1.78%4.95%1.78%
Axis Bank Ltd.
Banks
4.11%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 SBI BSE Sensex Index

  • Larsen & Toubro Ltd.5.21%
  • Kotak Mahindra Bank Ltd.3.18%
  • 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.

More comparisons for ICICI Prudential Long Term Wea

More comparisons for SBI BSE Sensex Index

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.