ICICI Prudential Transportation and Logistics Fund vs SBI Contra Fund

Portfolio Overlap Analysis · SBI vs ICICI

5.0%
Low Overlap
7 common stocks · Rank #28222 of 28,282 pairs
Fund A
ICICI Prudential Transportation and Logistics Fund
ICICI · Sectoral - Transport
Fund B
SBI Contra Fund
SBI · Value/Contra

Common Holdings (7)

StockWt% in ICICI Prudential TransportatioWt% in SBI ContraOverlap
Bajaj Auto Ltd.
Automobiles
3.87%1.32%1.32%
Maruti Suzuki India Ltd.
Automobiles
8.85%1.19%1.19%
Tata Motors Passenger Vehicles Ltd.
Automobiles
8.09%0.97%0.97%
Samvardhana Motherson International Ltd.
Auto Components
2.49%0.81%0.81%
Hero MotoCorp Ltd.
Automobiles
1.35%0.52%0.52%
Gateway Distriparks Ltd.
Transport Services
0.39%0.12%0.12%
Motherson Sumi Wiring India Ltd.
Auto Components
1.53%0.09%0.09%

Unique to ICICI Prudential Transportatio

  • Mahindra & Mahindra Ltd.14.38%
  • TVS Motor Company Ltd.9.13%
  • Zomato Ltd.7.46%
  • Eicher Motors Ltd.5.01%
  • Hyundai Motor India Ltd.3.49%
  • Adani Ports and Special Economic Zone Ltd.2.18%

Unique to SBI Contra

  • HDFC Bank Ltd.7.31%
  • Reliance Industries Ltd.5.03%
  • Tata Steel Ltd.3.20%
  • Biocon Ltd.3.18%
  • Punjab National Bank3.05%
  • Kotak Mahindra Bank Ltd.2.71%
  • Indus Towers Ltd.2.60%
  • GAIL (India) Ltd.2.12%
  • Torrent Power Ltd.2.09%
  • Dabur India Ltd.1.99%

Sector Overlap Breakdown

Automobiles
4.0% (4)
Auto Components
0.9% (2)
Transport Services
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for ICICI Prudential Transportatio

More comparisons for SBI Contra

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