ICICI Prudential Manufacturing Fund vs HDFC Manufacturing Fund
Portfolio Overlap Analysis · HDFC vs ICICI
35.4%
Moderate Overlap
34 common stocks · Rank #3879 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in ICICI Prudential Manufacturing | Wt% in HDFC Manufacturing | Overlap |
|---|---|---|---|
JSW Steel Ltd. Ferrous Metals | 3.66% | 3.76% | 3.66% |
Mahindra & Mahindra Ltd. Automobiles | 3.27% | 4.84% | 3.27% |
Bharat Forge Ltd. Auto Components | 2.35% | 2.50% | 2.35% |
Ambuja Cements Ltd. Cement & Cement Products | 2.32% | 3.54% | 2.32% |
Cummins India Ltd. Industrial Products | 2.20% | 3.84% | 2.20% |
Hindalco Industries Ltd. Non - Ferrous Metals | 2.19% | 2.24% | 2.19% |
Hindustan Aeronautics Limited Aerospace & Defense | 2.19% | 3.29% | 2.19% |
Bajaj Auto Limited Automobiles | 2.50% | 2.18% | 2.18% |
Reliance Industries Ltd. Petroleum Products | 5.56% | 1.95% | 1.95% |
Balkrishna Industries Ltd. Auto Components | 1.17% | 1.18% | 1.17% |
Unique to ICICI Prudential Manufacturing
- Ultratech Cement Ltd.5.14%
- SIEMENS ENERGY INDIA LTD2.76%
- Jindal Stainless Ltd.2.45%
- Vedanta Ltd.2.43%
Unique to HDFC Manufacturing
- Divis Laboratories Ltd.4.24%
- Maruti Suzuki India Limited4.24%
- Tata Motors Limited3.30%
- Bharat Electronics Ltd.2.73%
- Tata Motors Passenger Vehicles Limited2.60%
Sector Overlap Breakdown
Automobiles6.8% (4)
Auto Components5.1% (6)
Ferrous Metals4.8% (3)
Industrial Products4.0% (5)
Cement & Cement Products2.5% (2)
Non - Ferrous Metals2.2% (1)
Aerospace & Defense2.2% (1)
Petroleum Products1.9% (1)
Electrical Equipment1.8% (2)
Pharmaceuticals & Biotechnology1.3% (3)
Consumer Durables1.1% (3)
Agricultural, Commercial & Construction Vehicles0.9% (1)
Construction0.3% (1)
Chemicals & Petrochemicals0.2% (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.