ICICI Prudential Midcap Fund vs ICICI Prudential Retirement Fund - Hybrid Aggressive Plan
Portfolio Overlap Analysis · ICICI vs ICICI
39.8%
Moderate Overlap
46 common stocks · Rank #2748 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in ICICI Prudential Midcap | Wt% in ICICI Prudential Retirement Fu | Overlap |
|---|---|---|---|
Multi Commodity Exchange Of India Ltd. Capital Markets | 2.82% | 3.49% | 2.82% |
Info Edge (India) Ltd. Retailing | 3.19% | 2.67% | 2.67% |
Bharti Hexacom Ltd. Telecom - Services | 3.54% | 2.66% | 2.66% |
UPL Ltd. Fertilizers & Agrochemicals | 3.32% | 2.31% | 2.31% |
Muthoot Finance Ltd. Finance | 3.24% | 2.17% | 2.17% |
BSE Ltd. Capital Markets | 3.53% | 1.96% | 1.96% |
Jindal Steel & Power Ltd. Ferrous Metals | 4.03% | 1.83% | 1.83% |
PB Fintech Ltd. Financial Technology (Fintech) | 3.16% | 1.81% | 1.81% |
Jindal Stainless Ltd. Ferrous Metals | 3.24% | 1.64% | 1.64% |
PI Industries Ltd. Fertilizers & Agrochemicals | 2.26% | 1.55% | 1.55% |
Unique to ICICI Prudential Midcap
- Prestige Estates Projects Ltd.3.47%
- Apar Industries Ltd.3.45%
- APL Apollo Tubes Ltd.3.43%
Unique to ICICI Prudential Retirement Fu
- Interglobe Aviation Ltd.5.31%
- Mahindra & Mahindra Ltd.4.35%
- Usha Martin Ltd.2.45%
- Polycab India Ltd.2.44%
- Ultratech Cement Ltd.2.24%
- Tech Mahindra Ltd.2.18%
Sector Overlap Breakdown
Capital Markets5.5% (4)
Fertilizers & Agrochemicals3.9% (3)
Ferrous Metals3.5% (2)
Retailing2.7% (1)
Telecom - Services2.7% (1)
Industrial Products2.7% (5)
Auto Components2.6% (3)
Finance2.4% (2)
Chemicals & Petrochemicals2.3% (4)
Financial Technology (Fintech)1.8% (1)
Cement & Cement Products1.8% (2)
Non - Ferrous Metals1.3% (2)
Banks1.1% (2)
Diversified Metals0.9% (1)
Agricultural, Commercial & Construction Vehicles0.8% (1)
Electrical Equipment0.8% (1)
Industrial Manufacturing0.7% (1)
Pharmaceuticals & Biotechnology0.7% (3)
Consumer Durables0.7% (1)
Textiles & Apparels0.5% (2)
Realty0.3% (1)
Automobiles0.3% (1)
Transport Services0.2% (1)
It - Software0.0% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for ICICI Prudential Midcap
- vs ICICI Prudential Retirement Fu43.4% · 47 stocks
- vs ICICI Prudential Children’s37.0% · 38 stocks
- vs ICICI Prudential Nifty Midcap 30.5% · 54 stocks
- vs MD150ETF30.5% · 54 stocks
- vs HDFCMIDETF30.3% · 52 stocks
More comparisons for ICICI Prudential Retirement Fu
- vs ICICI Prudential Retirement Fu68.0% · 75 stocks
- vs ICICI Prudential Children’s60.1% · 57 stocks
- vs ICICI Prudential Manufacturing32.4% · 44 stocks
- vs ICICI Prudential Retirement Fu24.0% · 25 stocks
- vs ICICI Prudential Commodities24.0% · 22 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.