ICICI Prudential Retirement Fund - Hybrid Aggressive Plan vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN

Portfolio Overlap Analysis · ICICI vs SBI

5.0%
Low Overlap
5 common stocks · Rank #28240 of 28,292 pairs
Fund A
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan
ICICI · Equity - Other
Fund B
SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN
SBI · Sectoral - IT

Common Holdings (5)

StockWt% in ICICI Prudential Retirement FuWt% in SBI RETIREMENT BENEFIT FUND - Overlap
Ultratech Cement Ltd.
Cement & Cement Products
2.98%2.24%2.24%
Hindalco Industries Ltd.
Non - Ferrous Metals
2.01%1.62%1.62%
Pidilite Industries Ltd.
Chemicals & Petrochemicals
1.31%0.48%0.48%
Navin Fluorine International Ltd.
Chemicals & Petrochemicals
1.48%0.41%0.41%
Godrej Properties Ltd.
Realty
0.91%0.27%0.27%

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%
  • Polycab India Ltd.2.44%
  • UPL Ltd.2.31%
  • Tech Mahindra Ltd.2.18%

Unique to SBI RETIREMENT BENEFIT FUND -

  • HDFC Bank Ltd.7.65%
  • ICICI Bank Ltd.5.85%
  • Reliance Industries Ltd.5.57%
  • State Bank of India4.50%
  • Larsen & Toubro Ltd.4.38%
  • Maruti Suzuki India Ltd.3.91%
  • Infosys Ltd.3.02%
  • Axis Bank Ltd.2.99%
  • Kotak Mahindra Bank Ltd.2.64%

Sector Overlap Breakdown

Cement & Cement Products
2.2% (1)
Non - Ferrous Metals
1.6% (1)
Chemicals & Petrochemicals
0.9% (2)
Realty
0.3% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for ICICI Prudential Retirement Fu

More comparisons for SBI RETIREMENT BENEFIT FUND -

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.