ICICI Prudential Retirement Fund - Hybrid Aggressive Plan vs Nippon India Nifty Midcap 150 Index Fund

Portfolio Overlap Analysis · ICICI vs Nippon

16.4%
Low Overlap
22 common stocks · Rank #13963 of 28,292 pairs
Fund A
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan
ICICI · Equity - Other
Fund B
Nippon India Nifty Midcap 150 Index Fund
Nippon · Mid Cap

Common Holdings (10)

StockWt% in ICICI Prudential Retirement FuWt% in Nippon India Nifty Midcap 150 Overlap
BSE Limited
Capital Markets
2.93%1.96%1.96%
PB Fintech Limited
Financial Technology (Fintech)
1.34%1.81%1.34%
Polycab India Limited
Industrial Products
1.20%2.44%1.20%
Bharat Forge Limited
Auto Components
1.35%1.14%1.14%
SRF Limited
Chemicals & Petrochemicals
0.99%1.01%0.99%
UPL Limited
Fertilizers & Agrochemicals
0.95%2.31%0.95%
Muthoot Finance Limited
Finance
0.95%2.17%0.95%
National Aluminium Company Limited
Non - Ferrous Metals
0.84%0.92%0.84%
The Phoenix Mills Limited
Realty
0.82%1.15%0.82%
IndusInd Bank Limited
Banks
1.67%0.71%0.71%

Unique to ICICI Prudential Retirement Fu

  • Interglobe Aviation Ltd.5.31%
  • Mahindra & Mahindra Ltd.4.35%
  • 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 Nippon India Nifty Midcap 150

  • Hero MotoCorp Limited1.96%
  • The Federal Bank Limited1.96%
  • Cummins India Limited1.75%
  • Ashok Leyland Limited1.60%
  • Indus Towers Limited1.56%
  • Lupin Limited1.48%
  • HDFC Asset Management Company Limited1.46%
  • AU Small Finance Bank Limited1.43%

Sector Overlap Breakdown

Industrial Products
2.7% (4)
Capital Markets
2.4% (2)
Auto Components
1.7% (2)
Fertilizers & Agrochemicals
1.6% (2)
Financial Technology (Fintech)
1.3% (1)
Finance
1.2% (2)
Realty
1.1% (2)
Chemicals & Petrochemicals
1.0% (1)
Non - Ferrous Metals
0.8% (1)
Banks
0.7% (1)
Ferrous Metals
0.7% (1)
Electrical Equipment
0.5% (1)
Telecom - Services
0.3% (1)
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.