ICICI Prudential Manufacturing Fund vs NIPPON INDIA POWER & INFRA FUND
Portfolio Overlap Analysis · ICICI vs Nippon
18.4%
Low Overlap
18 common stocks · Rank #12116 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in ICICI Prudential Manufacturing | Wt% in NIPPON INDIA POWER & INFRA | Overlap |
|---|---|---|---|
UltraTech Cement Limited Cement & Cement Products | 2.67% | 5.14% | 2.67% |
Reliance Industries Limited Petroleum Products | 9.11% | 1.95% | 1.95% |
Hindustan Aeronautics Limited Aerospace & Defense | 1.92% | 3.29% | 1.92% |
Bharat Forge Limited Auto Components | 1.92% | 2.50% | 1.92% |
Samvardhana Motherson International Limited Auto Components | 1.88% | 1.86% | 1.86% |
Cummins India Limited Industrial Products | 1.54% | 3.84% | 1.54% |
Carborundum Universal Limited Industrial Products | 1.73% | 1.34% | 1.34% |
Siemens Limited Electrical Equipment | 1.14% | 2.01% | 1.14% |
Siemens Energy India Limited Electrical Equipment | 1.07% | 2.76% | 1.07% |
Larsen & Toubro Limited Construction | 5.94% | 0.72% | 0.72% |
Unique to ICICI Prudential Manufacturing
- Mahindra & Mahindra Ltd.4.84%
- JSW Steel Ltd.3.76%
- Ambuja Cements Ltd.3.54%
- Jindal Stainless Ltd.2.45%
- Vedanta Ltd.2.43%
Unique to NIPPON INDIA POWER & INFRA
- NTPC Limited8.30%
- Tata Power Company Limited4.18%
- NTPC Green Energy Limited2.85%
- CG Power and Industrial Solutions Limited2.77%
- Bharat Heavy Electricals Limited2.56%
- Apollo Hospitals Enterprise Limited2.30%
- Bharti Airtel Limited2.06%
Sector Overlap Breakdown
Auto Components4.4% (3)
Industrial Products3.0% (3)
Electrical Equipment2.8% (4)
Cement & Cement Products2.7% (1)
Petroleum Products1.9% (1)
Aerospace & Defense1.9% (1)
Construction0.7% (1)
Consumer Durables0.7% (2)
Automobiles0.2% (1)
Ferrous Metals0.1% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for ICICI Prudential Manufacturing
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- vs ICICI Prudential Retirement Fu36.2% · 48 stocks
- vs ICICI Prudential Commodities35.6% · 31 stocks
- vs HDFC Manufacturing35.4% · 34 stocks
- vs MZ35.1% · 36 stocks
More comparisons for NIPPON INDIA POWER & INFRA
- vs NIPPON INDIA ETF NIFTY INFRAST38.7% · 17 stocks
- vs INFRAETF38.2% · 18 stocks
- vs ICICI Prudential Energy Opport35.1% · 18 stocks
- vs SBI Infrastructure31.3% · 14 stocks
- vs NIPPON INDIA RETIREMENT FUND -30.5% · 27 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.