ICICI Prudential Retirement Fund - Pure Equity Plan vs Nippon India Nifty 500 Momentum 50 Index Fund

Portfolio Overlap Analysis · ICICI vs Nippon

20.6%
Moderate Overlap
11 common stocks · Rank #10611 of 28,292 pairs
Fund A
ICICI Prudential Retirement Fund - Pure Equity Plan
ICICI · Equity - Other
Fund B
Nippon India Nifty 500 Momentum 50 Index Fund
Nippon · Equity - Other

Common Holdings (10)

StockWt% in ICICI Prudential Retirement FuWt% in Nippon India Nifty 500 MomentuOverlap
Mahindra & Mahindra Limited
Automobiles
4.66%3.91%3.91%
Bharti Airtel Limited
Telecom - Services
4.43%3.84%3.84%
InterGlobe Aviation Limited
Transport Services
3.25%4.10%3.25%
BSE Limited
Capital Markets
3.21%2.90%2.90%
Muthoot Finance Limited
Finance
2.43%3.50%2.43%
UPL Limited
Fertilizers & Agrochemicals
1.28%3.11%1.28%
Navin Fluorine International Limited
Chemicals & Petrochemicals
1.03%1.31%1.03%
Hindalco Industries Limited
Non - Ferrous Metals
4.58%0.77%0.77%
Manappuram Finance Limited
Finance
0.66%0.97%0.66%
Cummins India Limited
Industrial Products
2.56%0.47%0.47%

Unique to ICICI Prudential Retirement Fu

  • Multi Commodity Exchange Of India Ltd.5.44%
  • PB Fintech Ltd.2.72%
  • Vedanta Ltd.2.71%
  • Ultratech Cement Ltd.2.67%

Unique to Nippon India Nifty 500 Momentu

  • Shriram Finance Limited5.43%
  • Eicher Motors Limited5.36%
  • Bajaj Finance Limited4.95%
  • Maruti Suzuki India Limited4.45%
  • Asian Paints Limited4.05%
  • TVS Motor Company Limited3.75%
  • Hero MotoCorp Limited3.36%

Sector Overlap Breakdown

Automobiles
4.0% (2)
Telecom - Services
3.8% (1)
Transport Services
3.3% (1)
Finance
3.1% (2)
Capital Markets
2.9% (1)
Fertilizers & Agrochemicals
1.3% (1)
Chemicals & Petrochemicals
1.0% (1)
Non - Ferrous Metals
0.8% (1)
Industrial Products
0.5% (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.