ICICI Prudential Retirement Fund - Hybrid Conservative Plan vs SBI Nifty200 Momentum 30 Index Fund
Portfolio Overlap Analysis · ICICI vs SBI
5.3%
Low Overlap
3 common stocks · Rank #27719 of 28,292 pairs
Common Holdings (3)
| Stock | Wt% in ICICI Prudential Retirement Fu | Wt% in SBI Nifty200 Momentum 30 Index | Overlap |
|---|---|---|---|
Interglobe Aviation Ltd. Transport Services | 3.86% | 3.01% | 3.01% |
Muthoot Finance Ltd. Finance | 3.05% | 1.58% | 1.58% |
Hindalco Industries Ltd. Non - Ferrous Metals | 5.19% | 0.72% | 0.72% |
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 Nifty200 Momentum 30 Index
- State Bank of India6.09%
- Shriram Finance Ltd.5.51%
- Eicher Motors Ltd.5.36%
- Bajaj Finance Ltd.4.88%
- TVS Motor Company Ltd.4.57%
- Maruti Suzuki India Ltd.4.39%
- Bharti Airtel Ltd.4.37%
- Asian Paints Ltd.4.24%
- Hero MotoCorp Ltd.4.13%
Sector Overlap Breakdown
Transport Services3.0% (1)
Finance1.6% (1)
Non - Ferrous Metals0.7% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for ICICI Prudential Retirement Fu
- vs ICICI Prudential Retirement Fu24.0% · 25 stocks
- vs ICICI Prudential Retirement Fu22.1% · 23 stocks
- vs ICICI Prudential Children’s21.8% · 22 stocks
- vs ICICI Prudential Midcap14.7% · 19 stocks
- vs ICICI Prudential Manufacturing12.6% · 15 stocks
More comparisons for SBI Nifty200 Momentum 30 Index
- vs HDFCM30ETF99.9% · 30 stocks
- vs HDFC NIFTY200 MOMENTUM 30 INDE99.9% · 30 stocks
- vs Nippon India Nifty 500 Momentu76.9% · 27 stocks
- vs Nippon India Nifty Alpha Low V35.3% · 10 stocks
- vs ICICI Prudential Nifty 200 Mom32.9% · 11 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.