Axis Nifty 100 Index Fund vs ICICI Prudential Equity & Debt Fund

Axis vs ICICI· Portfolio Overlap Analysis

45.3%High Overlap
50 common stocksRank #15647 / 20,000

Investor takeaway: At 45.3% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (50)

StockWt% in Axis Nifty 100 IndexWt% in ICICI Prudential Equity & DebtOverlap
ICICI Bank Limited
Banks
7.14%5.33%5.33%
Reliance Industries Limited
Petroleum Products
6.82%5.04%5.04%
HDFC Bank Limited
Banks
9.85%4.68%4.68%
Axis Bank Limited
Banks
2.87%2.95%2.87%
Tata Consultancy Services Limited
IT - Software
1.95%1.89%1.89%
Larsen & Toubro Limited
Construction
3.64%1.87%1.87%
ITC Limited
Diversified FMCG
2.19%1.69%1.69%
Bharti Airtel Limited
Telecom - Services
3.80%1.56%1.56%
Hindustan Unilever Limited
Diversified FMCG
1.50%1.59%1.50%
Maruti Suzuki India Limited
Automobiles
1.41%1.95%1.41%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.33%4.20%1.33%
NTPC Limited
Power
1.31%5.10%1.31%
Infosys Limited
IT - Software
3.30%1.19%1.19%
Eternal Limited
Retailing
1.28%1.17%1.17%
State Bank of India
Banks
3.62%0.80%0.80%
InterGlobe Aviation Limited
Transport Services
0.79%2.44%0.79%
Oil & Natural Gas Corporation Limited
Oil
0.79%1.12%0.79%
UltraTech Cement Limited
Cement & Cement Products
1.09%0.72%0.72%
Kotak Mahindra Bank Limited
Banks
2.21%0.67%0.67%
SBI Life Insurance Company Limited
Insurance
0.66%1.13%0.66%
TVS Motor Company Limited
Automobiles
0.66%3.07%0.66%
Dr. Reddy's Laboratories Limited
Pharmaceuticals & Biotechnology
0.57%0.54%0.54%
Mahindra & Mahindra Limited
Automobiles
2.20%0.53%0.53%
Tech Mahindra Limited
IT - Software
0.63%0.52%0.52%
Britannia Industries Limited
Food Products
0.51%0.77%0.51%
Samvardhana Motherson International Limited
Auto Components
0.43%0.82%0.43%
Trent Limited
Retailing
0.63%0.41%0.41%
Avenue Supermarts Limited
Retailing
0.41%2.47%0.41%
Titan Company Limited
Consumer Durables
1.29%0.38%0.38%
Indian Oil Corporation Limited
Petroleum Products
0.51%0.34%0.34%
REC Limited
Finance
0.32%0.90%0.32%
Info Edge (India) Limited
Retailing
0.29%0.42%0.29%
Cholamandalam Investment and Finance Company Ltd
Finance
0.53%0.26%0.26%
HCL Technologies Limited
IT - Software
1.06%0.23%0.23%
ABB India Limited
Electrical Equipment
0.23%0.28%0.23%
Ambuja Cements Limited
Cement & Cement Products
0.22%0.85%0.22%
Adani Ports and Special Economic Zone Limited
Transport Infrastructure
0.81%0.20%0.20%
Bajaj Auto Limited
Automobiles
0.80%0.20%0.20%
GAIL (India) Limited
Gas
0.33%0.20%0.20%
JSW Energy Limited
Power
0.19%0.28%0.19%
Tata Power Company Limited
Power
0.46%0.18%0.18%
Wipro Limited
IT - Software
0.42%0.16%0.16%
Life Insurance Corporation Of India
Insurance
0.14%0.50%0.14%
DLF Limited
Realty
0.28%0.13%0.13%
Hindalco Industries Limited
Non - Ferrous Metals
0.97%0.10%0.10%
HDFC Life Insurance Company Limited
Insurance
0.56%0.09%0.09%
Bharat Petroleum Corporation Limited
Petroleum Products
0.54%0.06%0.06%
Shree Cement Limited
Cement & Cement Products
0.25%0.03%0.03%
Cipla Limited
Pharmaceuticals & Biotechnology
0.55%0.02%0.02%
Asian Paints Limited
Consumer Durables
0.78%0.01%0.01%

Unique to Axis Nifty 100 Index

All top holdings are shared with the other fund.

Unique to ICICI Prudential Equity & Debt

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
14.3% (5)
Petroleum Products
5.4% (3)
IT - Software
4.0% (5)
Diversified FMCG
3.2% (2)
Automobiles
2.8% (4)
Retailing
2.3% (4)
Pharmaceuticals & Biotechnology
1.9% (3)
Construction
1.9% (1)
Power
1.7% (3)
Telecom - Services
1.6% (1)
Cement & Cement Products
1.0% (3)
Insurance
0.9% (3)
Transport Services
0.8% (1)
Oil
0.8% (1)
Finance
0.6% (2)
Food Products
0.5% (1)
Auto Components
0.4% (1)
Consumer Durables
0.4% (2)
Electrical Equipment
0.2% (1)
Transport Infrastructure
0.2% (1)
Gas
0.2% (1)
Realty
0.1% (1)
Non - Ferrous Metals
0.1% (1)

More comparisons for Axis Nifty 100 Index

More comparisons for ICICI Prudential Equity & Debt

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