ICICI Prudential Quant Fund vs Parag Parikh Large Cap Fund
Portfolio Overlap Analysis · ICICI vs PPFAS
34.1%
Moderate Overlap
31 common stocks · Rank #4300 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in ICICI Prudential Quant | Wt% in Parag Parikh Large Cap | Overlap |
|---|---|---|---|
Bharti Airtel Limited Telecom - Services | 3.79% | 3.41% | 3.41% |
ICICI Bank Limited Banks | 7.17% | 2.98% | 2.98% |
Infosys Limited IT - Software | 3.30% | 2.74% | 2.74% |
HDFC Bank Limited Banks | 9.77% | 2.57% | 2.57% |
ITC Limited Diversified FMCG | 2.19% | 5.84% | 2.19% |
Tata Consultancy Services Limited IT - Software | 1.95% | 7.20% | 1.95% |
Bajaj Finance Limited Finance | 1.92% | 2.28% | 1.92% |
Hindustan Unilever Limited Diversified FMCG | 1.50% | 3.09% | 1.50% |
Sun Pharmaceutical Industries Limited Pharmaceuticals & Biotechnology | 1.33% | 1.39% | 1.33% |
Titan Company Limited Consumer Durables | 1.29% | 2.43% | 1.29% |
Unique to ICICI Prudential Quant
- Coal India Ltd.3.14%
- Bajaj Auto Ltd.2.93%
- Glaxosmithkline Pharmaceuticals Ltd.2.62%
Unique to Parag Parikh Large Cap
- Reliance Industries Limited6.82%
- Larsen & Toubro Limited3.64%
- State Bank of India3.61%
- Axis Bank Limited2.91%
- Kotak Mahindra Bank Limited2.25%
- Mahindra & Mahindra Limited2.20%
Sector Overlap Breakdown
IT - Software6.0% (4)
Banks5.5% (2)
Diversified FMCG3.7% (2)
Telecom - Services3.4% (1)
Automobiles2.3% (3)
Finance2.2% (2)
Pharmaceuticals & Biotechnology1.7% (2)
Consumer Durables1.3% (1)
Food Products1.2% (2)
Aerospace & Defense1.1% (1)
Cement & Cement Products1.1% (2)
Power1.0% (1)
Consumable Fuels0.7% (1)
Retailing0.6% (1)
Petroleum Products0.5% (1)
Insurance0.5% (2)
Leisure Services0.4% (1)
Electrical Equipment0.4% (1)
Chemicals & Petrochemicals0.3% (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.