ICICI Prudential Retirement Fund - Hybrid Conservative Plan vs Nippon India Active Momentum Fund

Portfolio Overlap Analysis · ICICI vs Nippon

9.7%
Low Overlap
7 common stocks · Rank #20922 of 28,292 pairs
Fund A
ICICI Prudential Retirement Fund - Hybrid Conservative Plan
ICICI · Equity - Other
Fund B
Nippon India Active Momentum Fund
Nippon · Equity - Other

Common Holdings (7)

StockWt% in ICICI Prudential Retirement FuWt% in Nippon India Active MomentumOverlap
Bharti Hexacom Limited
Telecom - Services
2.67%2.24%2.24%
Mahindra & Mahindra Limited
Automobiles
3.14%1.94%1.94%
Muthoot Finance Limited
Finance
1.69%1.58%1.58%
National Aluminium Company Limited
Non - Ferrous Metals
2.15%1.57%1.57%
Vedanta Limited
Diversified Metals
2.78%1.03%1.03%
Samvardhana Motherson International Limited
Auto Components
2.51%0.71%0.71%
Bharat Forge Limited
Auto Components
2.12%0.64%0.64%

Unique to ICICI Prudential Retirement Fu

  • Interglobe Aviation Ltd.3.01%
  • Ultratech Cement Ltd.2.91%
  • Sagar Cements Ltd.1.80%
  • Multi Commodity Exchange Of India Ltd.1.45%
  • JSW Steel Ltd.1.43%
  • Tech Mahindra Ltd.1.33%

Unique to Nippon India Active Momentum

  • HDFC Bank Limited7.51%
  • State Bank of India4.67%
  • GE Vernova T&D India Limited3.45%
  • Axis Bank Limited3.25%
  • Multi Commodity Exchange of India Limited2.83%
  • L&T Finance Limited2.77%
  • Bank of Baroda2.72%
  • Bharat Electronics Limited2.70%

Sector Overlap Breakdown

Telecom - Services
2.2% (1)
Automobiles
1.9% (1)
Finance
1.6% (1)
Non - Ferrous Metals
1.6% (1)
Auto Components
1.4% (2)
Diversified Metals
1.0% (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.