ICICI Prudential Retirement Fund - Hybrid Aggressive Plan vs MZ

Portfolio Overlap Analysis · ICICI vs Nippon

21.2%
Moderate Overlap
23 common stocks · Rank #10232 of 28,292 pairs
Fund B
MZ
Nippon · Equity - Other

Common Holdings (10)

StockWt% in ICICI Prudential Retirement FuWt% in MZOverlap
Mahindra & Mahindra Limited
Automobiles
4.53%4.35%4.35%
Vedanta Limited
Diversified Metals
3.16%1.88%1.88%
Hindalco Industries Limited
Non - Ferrous Metals
3.47%1.62%1.62%
Jindal Steel Limited
Ferrous Metals
1.20%1.83%1.20%
JSW Steel Limited
Ferrous Metals
3.08%1.19%1.19%
Bharat Forge Limited
Auto Components
1.32%1.14%1.14%
Polycab India Limited
Industrial Products
1.13%2.44%1.13%
Samvardhana Motherson International Limited
Auto Components
1.53%1.03%1.03%
SRF Limited
Chemicals & Petrochemicals
0.96%1.01%0.96%
UPL Limited
Fertilizers & Agrochemicals
0.93%2.31%0.93%

Unique to ICICI Prudential Retirement Fu

  • Interglobe Aviation Ltd.5.31%
  • Multi Commodity Exchange Of India Ltd.3.49%
  • Info Edge (India) Ltd.2.67%
  • Bharti Hexacom Ltd.2.66%
  • Usha Martin Ltd.2.45%
  • Ultratech Cement Ltd.2.24%
  • Tech Mahindra Ltd.2.18%

Unique to MZ

  • Sun Pharmaceutical Industries Limited4.77%
  • Tata Steel Limited4.55%
  • Maruti Suzuki India Limited4.33%
  • Reliance Industries Limited4.32%
  • Bharat Electronics Limited3.95%
  • Bajaj Auto Limited2.86%

Sector Overlap Breakdown

Automobiles
4.7% (2)
Auto Components
2.7% (3)
Industrial Products
2.6% (4)
Ferrous Metals
2.4% (2)
Diversified Metals
1.9% (1)
Chemicals & Petrochemicals
1.9% (3)
Non - Ferrous Metals
1.6% (1)
Fertilizers & Agrochemicals
1.6% (2)
Aerospace & Defense
0.8% (1)
Consumer Durables
0.4% (1)
Electrical Equipment
0.4% (2)
Textiles & Apparels
0.3% (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.