ICICI Prudential Nifty Commodities ETF vs Kotak Nifty Commodities Index Fund

ICICI vs Kotak· Portfolio Overlap Analysis

91.1%High Overlap
29 common stocksRank #570 / 95,528

Common Holdings (29)

StockWt% in ICICI Prudential Nifty CommodiWt% in Kotak Nifty Commodities IndexOverlap
Reliance Industries Ltd.
Petroleum Products
9.48%8.37%8.37%
NTPC Ltd.
Power
8.19%8.29%8.19%
Ultratech Cement Ltd.
Cement & Cement Products
7.51%6.88%6.88%
Tata Steel Ltd.
Ferrous Metals
6.75%8.03%6.75%
JSW Steel Ltd.
Ferrous Metals
5.14%5.44%5.14%
Hindalco Industries Ltd.
Non - Ferrous Metals
5.11%6.12%5.11%
Grasim Industries Ltd.
Cement & Cement Products
5.42%4.89%4.89%
Oil & Natural Gas Corporation Ltd.
Oil
4.84%4.97%4.84%
Coal India Ltd.
Consumable Fuels
4.42%4.47%4.42%
Vedanta Ltd.
Diversified Metals
3.73%5.58%3.73%
Bharat Petroleum Corporation Ltd.
Petroleum Products
3.30%3.42%3.30%
Tata Power Company Ltd.
Power
3.45%2.90%2.90%
Indian Oil Corporation Ltd.
Petroleum Products
2.81%3.21%2.81%
Pidilite Industries Ltd.
Chemicals & Petrochemicals
2.29%2.12%2.12%
Hindustan Petroleum Corporation Ltd.
Petroleum Products
2.08%1.93%1.93%
Jindal Steel & Power Ltd.
Ferrous Metals
1.84%2.13%1.84%
SRF Ltd.
Chemicals & Petrochemicals
2.28%1.70%1.70%
UPL Ltd.
Fertilizers & Agrochemicals
1.84%1.63%1.63%
Shree Cements Ltd.
Cement & Cement Products
2.13%1.60%1.60%
Adani Energy Solutions Ltd.
Power
1.51%1.61%1.51%
APL Apollo Tubes Ltd.
Industrial Products
1.50%1.86%1.50%
Ambuja Cements Ltd.
Cement & Cement Products
2.00%1.40%1.40%
Adani Green Energy Ltd.
Power
1.56%1.33%1.33%
Torrent Power Ltd.
Power
1.29%1.36%1.29%
NMDC Ltd.
Minerals & Mining
1.26%1.29%1.26%
Oil India Ltd.
Oil
1.24%1.21%1.21%
JSW Energy Ltd
Power
1.43%1.20%1.20%
PI Industries Ltd.
Fertilizers & Agrochemicals
1.78%1.16%1.16%
NHPC Ltd.
Power
1.36%1.09%1.09%

Unique to ICICI Prudential Nifty Commodi

All top holdings are shared with the other fund.

Unique to Kotak Nifty Commodities Index

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Power
17.5% (7)
Petroleum Products
16.4% (4)
Cement & Cement Products
14.8% (4)
Ferrous Metals
13.7% (3)
Oil
6.0% (2)
Non - Ferrous Metals
5.1% (1)
Consumable Fuels
4.4% (1)
Chemicals & Petrochemicals
3.8% (2)
Diversified Metals
3.7% (1)
Fertilizers & Agrochemicals
2.8% (2)
Industrial Products
1.5% (1)
Minerals & Mining
1.3% (1)

More comparisons for ICICI Prudential Nifty Commodi

More comparisons for Kotak Nifty Commodities Index

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