ICICI Prudential Multi-Asset Fund vs SBI Nifty 500 Index Fund

Portfolio Overlap Analysis · ICICI vs SBI

40.0%
High Overlap
89 common stocks · Rank #2702 of 28,292 pairs
Fund A
ICICI Prudential Multi-Asset Fund
ICICI · Equity - Other
Fund B
SBI Nifty 500 Index Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in ICICI Prudential Multi-AssetWt% in SBI Nifty 500 IndexOverlap
ICICI Bank Ltd.
Banks
5.05%3.76%3.76%
Reliance Industries Ltd.
Petroleum Products
4.82%3.66%3.66%
Larsen & Toubro Ltd.
Construction
2.58%2.68%2.58%
HDFC Bank Ltd.
Banks
6.96%2.37%2.37%
Axis Bank Ltd.
Banks
2.03%2.30%2.03%
Infosys Ltd.
IT - Software
2.33%1.98%1.98%
Tata Consultancy Services Ltd.
IT - Software
1.38%1.89%1.38%
State Bank of India
Banks
2.56%1.24%1.24%
Hindustan Unilever Ltd.
Diversified FMCG
1.06%1.20%1.06%
Maruti Suzuki India Ltd.
Automobiles
1.00%3.05%1.00%

Unique to ICICI Prudential Multi-Asset

  • Interglobe Aviation Ltd.2.10%
  • SBI Cards & Payment Services Ltd.2.08%
  • NTPC Ltd.1.93%

Unique to SBI Nifty 500 Index

  • Bharti Airtel Ltd.2.68%
  • Kotak Mahindra Bank Ltd.1.56%
  • Mahindra & Mahindra Ltd.1.55%

Sector Overlap Breakdown

Banks
9.9% (7)
IT - Software
4.7% (8)
Petroleum Products
4.1% (3)
Construction
2.7% (4)
Automobiles
2.5% (5)
Pharmaceuticals & Biotechnology
2.1% (6)
Diversified FMCG
1.9% (2)
Finance
1.5% (5)
Insurance
1.1% (5)
Power
0.9% (1)
Telecom - Services
0.9% (3)
Cement & Cement Products
0.9% (5)
Ferrous Metals
0.8% (2)
Diversified Metals
0.6% (1)
Auto Components
0.6% (5)
Consumer Durables
0.6% (3)
Retailing
0.6% (5)
Transport Services
0.6% (1)
Oil
0.6% (1)
Non - Ferrous Metals
0.6% (1)
Food Products
0.5% (1)
Consumable Fuels
0.3% (1)
Chemicals & Petrochemicals
0.2% (2)
Fertilizers & Agrochemicals
0.2% (1)
Personal Products
0.2% (1)
Realty
0.1% (1)
Entertainment
0.1% (3)
Textiles & Apparels
0.1% (1)
Industrial Products
0.1% (1)
Beverages
0.1% (1)
Agricultural Food & other Products
0.1% (1)
Gas
0.0% (1)
Healthcare Services
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for ICICI Prudential Multi-Asset

More comparisons for SBI Nifty 500 Index

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