ICICI Prudential Manufacturing Fund vs ICICI Prudential Smallcap Fund
Portfolio Overlap Analysis · ICICI vs ICICI
18.2%
Low Overlap
27 common stocks · Rank #12282 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in ICICI Prudential Manufacturing | Wt% in ICICI Prudential Smallcap | Overlap |
|---|---|---|---|
Ultratech Cement Ltd. Cement & Cement Products | 5.14% | 3.22% | 3.22% |
Cummins India Ltd. Industrial Products | 3.84% | 2.30% | 2.30% |
Atul Ltd. Chemicals & Petrochemicals | 1.67% | 2.34% | 1.67% |
Hero Motocorp Ltd. Automobiles | 1.58% | 2.41% | 1.58% |
SKF India Ltd. Industrial Products | 1.04% | 1.95% | 1.04% |
Grindwell Norton Ltd. Industrial Products | 0.90% | 1.17% | 0.90% |
Carborundum Universal Ltd. Industrial Products | 1.34% | 0.87% | 0.87% |
Gujarat Narmada Valley Fertilizers and Chemicals Ltd. Chemicals & Petrochemicals | 0.76% | 1.56% | 0.76% |
Larsen & Toubro Ltd. Construction | 0.72% | 3.21% | 0.72% |
TVS Holdings Ltd. Finance | 0.59% | 2.13% | 0.59% |
Unique to ICICI Prudential Manufacturing
- Mahindra & Mahindra Ltd.4.84%
- JSW Steel Ltd.3.76%
- Ambuja Cements Ltd.3.54%
- Hindustan Aeronautics Ltd.3.29%
- SIEMENS ENERGY INDIA LTD2.76%
- Bharat Forge Ltd.2.50%
- Jindal Stainless Ltd.2.45%
- Vedanta Ltd.2.43%
Unique to ICICI Prudential Smallcap
- Procter & Gamble Health Ltd.2.74%
- Tata Chemicals Ltd.2.60%
- Gujarat Pipavav Port Ltd.2.46%
- Gillette India Ltd.2.35%
Sector Overlap Breakdown
Industrial Products7.4% (10)
Cement & Cement Products3.6% (3)
Chemicals & Petrochemicals3.0% (6)
Automobiles2.1% (2)
Construction0.7% (1)
Finance0.6% (1)
Auto Components0.5% (2)
Industrial Manufacturing0.2% (1)
Petroleum Products0.1% (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.