ICICI Prudential Retirement Fund - Hybrid Conservative Plan vs SBI Equity Hybrid Fund

Portfolio Overlap Analysis · ICICI vs SBI

5.1%
Low Overlap
4 common stocks · Rank #28045 of 28,292 pairs
Fund B
SBI Equity Hybrid Fund
SBI · Equity - Other

Common Holdings (4)

StockWt% in ICICI Prudential Retirement FuWt% in SBI Equity HybridOverlap
Interglobe Aviation Ltd.
Transport Services
2.52%3.01%2.52%
Muthoot Finance Ltd.
Finance
2.85%1.58%1.58%
Hindalco Industries Ltd.
Non - Ferrous Metals
2.58%0.72%0.72%
Jindal Steel Ltd.
Ferrous Metals
0.31%0.94%0.31%

Unique to ICICI Prudential Retirement Fu

  • Ultratech Cement Ltd.2.91%
  • Bharti Hexacom Ltd.2.24%
  • Mahindra & Mahindra Ltd.1.94%
  • Sagar Cements Ltd.1.80%
  • National Aluminium Company Ltd.1.57%
  • Multi Commodity Exchange Of India Ltd.1.45%
  • JSW Steel Ltd.1.43%
  • Tech Mahindra Ltd.1.33%

Unique to SBI Equity Hybrid

  • State Bank of India4.82%
  • Bharti Airtel Ltd.3.63%
  • Kotak Mahindra Bank Ltd.3.53%
  • HDFC Bank Ltd.3.24%
  • ICICI Bank Ltd.3.18%
  • Solar Industries India Ltd.2.94%
  • MRF Ltd.2.91%
  • Larsen & Toubro Ltd.2.68%

Sector Overlap Breakdown

Transport Services
2.5% (1)
Finance
1.6% (1)
Non - Ferrous Metals
0.7% (1)
Ferrous Metals
0.3% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for ICICI Prudential Retirement Fu

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