ICICI Prudential Retirement Fund - Pure Equity Plan vs ICICI Prudential Midcap Fund
Portfolio Overlap Analysis · ICICI vs ICICI
43.4%
High Overlap
47 common stocks · Rank #2002 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in ICICI Prudential Retirement Fu | Wt% in ICICI Prudential Midcap | Overlap |
|---|---|---|---|
Muthoot Finance Ltd. Finance | 3.24% | 3.50% | 3.24% |
UPL Ltd. Fertilizers & Agrochemicals | 3.32% | 3.11% | 3.11% |
BSE Ltd. Capital Markets | 3.53% | 2.90% | 2.90% |
Multi Commodity Exchange Of India Ltd. Capital Markets | 2.82% | 5.44% | 2.82% |
PB Fintech Ltd. Financial Technology (Fintech) | 3.16% | 2.72% | 2.72% |
Info Edge (India) Ltd. Retailing | 3.19% | 2.41% | 2.41% |
Apar Industries Ltd. Electrical Equipment | 3.45% | 2.32% | 2.32% |
Jindal Steel & Power Ltd. Ferrous Metals | 4.03% | 1.70% | 1.70% |
PI Industries Ltd. Fertilizers & Agrochemicals | 2.26% | 1.53% | 1.53% |
Navin Fluorine International Ltd. Chemicals & Petrochemicals | 1.45% | 1.31% | 1.31% |
Unique to ICICI Prudential Retirement Fu
- Interglobe Aviation Ltd.4.10%
- Mahindra & Mahindra Ltd.3.91%
- Bharti Airtel Ltd.3.84%
- Vedanta Ltd.2.71%
- Ultratech Cement Ltd.2.67%
Unique to ICICI Prudential Midcap
- Bharti Hexacom Ltd.3.54%
- Prestige Estates Projects Ltd.3.47%
- APL Apollo Tubes Ltd.3.43%
- Jindal Stainless Ltd.3.24%
Sector Overlap Breakdown
Capital Markets7.5% (4)
Fertilizers & Agrochemicals4.6% (2)
Finance3.5% (2)
Chemicals & Petrochemicals3.0% (5)
Ferrous Metals2.8% (2)
Financial Technology (Fintech)2.7% (1)
Industrial Products2.7% (5)
Retailing2.4% (1)
Electrical Equipment2.3% (1)
Cement & Cement Products1.8% (2)
Auto Components1.7% (2)
Non - Ferrous Metals1.3% (2)
Banks1.1% (2)
Realty1.0% (1)
Diversified Metals0.9% (1)
Industrial Manufacturing0.8% (1)
Agricultural, Commercial & Construction Vehicles0.8% (1)
Pharmaceuticals & Biotechnology0.7% (2)
Consumer Durables0.7% (2)
Textiles & Apparels0.4% (2)
Automobiles0.3% (1)
Transport Services0.2% (1)
Healthcare Services0.1% (1)
Power0.0% (1)
It - Software0.0% (1)
It - Services0.0% (1)
Analysis
AI-generated comparative analysis coming soon.
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More comparisons for ICICI Prudential Midcap
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.