ICICI Prudential Value Fund vs SBI Long Term Advantage Fund - Series III

Portfolio Overlap Analysis · ICICI vs SBI

34.4%
Moderate Overlap
9 common stocks · Rank #4219 of 28,292 pairs
Fund A
ICICI Prudential Value Fund
ICICI · Value/Contra

Common Holdings (9)

StockWt% in ICICI Prudential ValueWt% in SBI Long Term Advantage Fund -Overlap
Reliance Industries Ltd.
Petroleum Products
8.10%7.61%7.61%
HDFC Bank Ltd.
Banks
5.92%6.77%5.92%
ICICI Bank Ltd.
Banks
4.95%7.02%4.95%
Axis Bank Ltd.
Banks
5.66%4.28%4.28%
State Bank of India
Banks
5.10%4.05%4.05%
Larsen & Toubro Ltd.
Construction
5.19%3.58%3.58%
SBI Life Insurance Co. Ltd.
Insurance
1.85%2.15%1.85%
Bajaj Finserv Ltd.
Finance
3.17%1.16%1.16%
Vedanta Ltd.
Diversified Metals
2.94%0.96%0.96%

Unique to ICICI Prudential Value

  • Infosys Ltd.5.19%
  • Sun Pharmaceutical Industries Ltd.4.00%
  • Tata Consultancy Services Ltd.3.38%
  • Maruti Suzuki India Ltd.3.24%

Unique to SBI Long Term Advantage Fund -

  • Aster DM Healthcare Ltd.5.46%
  • Kotak Mahindra Bank Ltd.3.62%
  • Bank of Baroda3.41%

Sector Overlap Breakdown

Banks
19.2% (4)
Petroleum Products
7.6% (1)
Construction
3.6% (1)
Insurance
1.9% (1)
Finance
1.2% (1)
Diversified Metals
1.0% (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.