ICICI Prudential Transportation and Logistics Fund vs SBI Arbitrage Opportunities Fund
Portfolio Overlap Analysis · ICICI vs SBI
5.4%
Low Overlap
16 common stocks · Rank #27540 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in ICICI Prudential Transportatio | Wt% in SBI Arbitrage Opportunities | Overlap |
|---|---|---|---|
Eternal Ltd. Retailing | 0.81% | 7.46% | 0.81% |
Mahindra & Mahindra Ltd. Automobiles | 0.80% | 14.38% | 0.80% |
Interglobe Aviation Ltd. Transport Services | 0.76% | 2.05% | 0.76% |
Adani Ports and Special Economic Zone Ltd. Transport Infrastructure | 0.69% | 2.18% | 0.69% |
TVS Motor Company Ltd. Automobiles | 0.49% | 9.13% | 0.49% |
Maruti Suzuki India Ltd. Automobiles | 0.46% | 8.85% | 0.46% |
Samvardhana Motherson International Ltd. Auto Components | 0.28% | 2.49% | 0.28% |
Tata Motors Passenger Vehicles Ltd. Automobiles | 0.27% | 8.09% | 0.27% |
Exide Industries Ltd. Auto Components | 0.23% | 0.64% | 0.23% |
Container Corporation of India Ltd. Transport Services | 0.22% | 1.04% | 0.22% |
Unique to ICICI Prudential Transportatio
- Eicher Motors Ltd.5.01%
- Bajaj Auto Ltd.3.87%
- Hyundai Motor India Ltd.3.49%
Unique to SBI Arbitrage Opportunities
- HDFC Bank Ltd.6.00%
- ICICI Bank Ltd.4.08%
- Reliance Industries Ltd.2.01%
- Axis Bank Ltd.1.71%
- JSW Steel Ltd.1.65%
- Vedanta Ltd.1.53%
- Tata Consultancy Services Ltd.1.51%
- Bharat Electronics Ltd.1.46%
- ITC Ltd.1.31%
- Vodafone Idea Ltd.1.21%
Sector Overlap Breakdown
Automobiles2.1% (7)
Transport Services1.0% (2)
Auto Components0.8% (5)
Retailing0.8% (1)
Transport Infrastructure0.7% (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.