ICICI Prudential Retirement Fund - Hybrid Aggressive Plan vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME

Portfolio Overlap Analysis · ICICI vs Nippon

17.6%
Low Overlap
17 common stocks · Rank #12744 of 28,292 pairs

Common Holdings (10)

StockWt% in ICICI Prudential Retirement FuWt% in NIPPON INDIA RETIREMENT FUND -Overlap
Mahindra & Mahindra Limited
Automobiles
2.54%4.35%2.54%
Tech Mahindra Limited
IT - Software
1.84%2.18%1.84%
UltraTech Cement Limited
Cement & Cement Products
1.62%2.24%1.62%
Vedanta Limited
Diversified Metals
1.57%1.88%1.57%
InterGlobe Aviation Limited
Transport Services
1.54%5.31%1.54%
Power Finance Corporation Limited
Finance
1.32%1.82%1.32%
Bharti Airtel Limited
Telecom - Services
2.69%1.04%1.04%
Samvardhana Motherson International Limited
Auto Components
1.89%1.03%1.03%
JSW Steel Limited
Ferrous Metals
0.81%1.19%0.81%
PB Fintech Limited
Financial Technology (Fintech)
0.76%1.81%0.76%

Unique to ICICI Prudential Retirement Fu

  • Multi Commodity Exchange Of India Ltd.3.49%
  • Info Edge (India) Ltd.2.67%
  • Bharti Hexacom Ltd.2.66%
  • Usha Martin Ltd.2.45%
  • Polycab India Ltd.2.44%
  • UPL Ltd.2.31%

Unique to NIPPON INDIA RETIREMENT FUND -

  • ICICI Bank Limited7.59%
  • HDFC Bank Limited7.08%
  • Reliance Industries Limited4.56%
  • State Bank of India3.99%
  • Larsen & Toubro Limited3.62%
  • Axis Bank Limited3.20%
  • NTPC Limited2.93%
  • Bajaj Finance Limited2.86%
  • Infosys Limited2.86%

Sector Overlap Breakdown

Automobiles
2.5% (1)
IT - Software
1.8% (1)
Cement & Cement Products
1.6% (1)
Diversified Metals
1.6% (1)
Transport Services
1.5% (1)
Finance
1.3% (1)
Telecom - Services
1.0% (1)
Auto Components
1.0% (1)
Consumer Durables
0.8% (2)
Ferrous Metals
0.8% (1)
Financial Technology (Fintech)
0.8% (1)
Aerospace & Defense
0.8% (1)
Chemicals & Petrochemicals
0.6% (1)
Retailing
0.5% (1)
Non - Ferrous Metals
0.4% (1)
Pharmaceuticals & Biotechnology
0.4% (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.