ICICI Prudential Nifty LargeMidcap 250 Index Fund vs SBI RETIREMENT BENEFIT FUND - CONSERVATIVE HYBRID PLAN

Portfolio Overlap Analysis · ICICI vs SBI

21.8%
Moderate Overlap
37 common stocks · Rank #9880 of 28,292 pairs

Common Holdings (10)

StockWt% in ICICI Prudential Nifty LargeMiWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Ltd.
Banks
3.17%5.67%3.17%
ICICI Bank Ltd.
Banks
2.33%3.89%2.33%
Reliance Industries Ltd.
Petroleum Products
2.23%3.48%2.23%
Larsen & Toubro Ltd.
Construction
1.76%1.57%1.57%
Infosys Ltd.
IT - Software
1.20%2.01%1.20%
State Bank of India
Banks
1.83%1.13%1.13%
Axis Bank Ltd.
Banks
1.26%1.13%1.13%
Bajaj Finance Ltd.
Finance
0.96%0.86%0.86%
Maruti Suzuki India Ltd.
Automobiles
1.56%0.61%0.61%
Ultratech Cement Ltd.
Cement & Cement Products
1.34%0.53%0.53%

Unique to ICICI Prudential Nifty LargeMi

  • Bharti Airtel Ltd.1.92%
  • ITC Ltd.1.42%
  • BSE Ltd.1.40%
  • MAX Healthcare Institute Ltd1.31%
  • Tata Consultancy Services Ltd.1.14%

Unique to SBI RETIREMENT BENEFIT FUND -

  • Kotak Mahindra Bank Ltd.1.08%

Sector Overlap Breakdown

Banks
7.8% (4)
Petroleum Products
2.2% (1)
Construction
1.6% (1)
IT - Software
1.4% (2)
Finance
1.3% (2)
Consumer Durables
1.1% (3)
Automobiles
0.8% (2)
Realty
0.8% (3)
Auto Components
0.6% (3)
Leisure Services
0.6% (2)
Pharmaceuticals & Biotechnology
0.6% (2)
Cement & Cement Products
0.5% (1)
Retailing
0.4% (1)
Textiles & Apparels
0.4% (1)
Non - Ferrous Metals
0.4% (1)
Power
0.3% (1)
Electrical Equipment
0.3% (2)
IT - Services
0.2% (1)
Industrial Products
0.2% (1)
Chemicals & Petrochemicals
0.2% (1)
Industrial Manufacturing
0.1% (1)
Insurance
0.1% (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.