Baroda BNP Paribas Large Cap Fund vs ICICI Prudential Equity Minimum Variance Fund

Baroda BNP vs ICICI· Portfolio Overlap Analysis

49.8%High Overlap
23 common stocksRank #10475 / 20,000

Investor takeaway: At 49.8% 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 (23)

StockWt% in Baroda BNP Paribas Large CapWt% in ICICI Prudential Equity MinimuOverlap
ICICI Bank Limited
Banks
5.97%7.85%5.97%
Reliance Industries Limited
Petroleum Products
5.99%5.95%5.95%
HDFC Bank Limited
Banks
6.66%4.68%4.68%
Bharti Airtel Limited
Telecom - Services
3.91%3.74%3.74%
Infosys Limited
IT - Software
2.48%2.78%2.48%
NTPC Limited
Power
2.21%2.44%2.21%
UltraTech Cement Limited
Cement & Cement Products
2.08%3.61%2.08%
State Bank of India
Banks
3.52%1.97%1.97%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.84%3.62%1.84%
Tata Consultancy Services Limited
IT - Software
1.80%3.00%1.80%
Larsen & Toubro Limited
Construction
4.67%1.75%1.75%
Kotak Mahindra Bank Limited
Banks
2.83%1.68%1.68%
ITC Limited
Diversified FMCG
1.50%3.40%1.50%
Hindustan Unilever Limited
Diversified FMCG
1.44%4.10%1.44%
Maruti Suzuki India Limited
Automobiles
1.37%2.99%1.37%
Hero MotoCorp Limited
Automobiles
1.36%1.68%1.36%
Dr. Reddy's Laboratories Limited
Pharmaceuticals & Biotechnology
1.54%1.24%1.24%
Titan Company Limited
Consumer Durables
1.27%1.23%1.23%
Bajaj Finserv Limited
Finance
1.22%3.74%1.22%
Power Grid Corporation of India Limited
Power
1.22%1.68%1.22%
Axis Bank Limited
Banks
1.18%3.55%1.18%
HDFC Life Insurance Company Limited
Insurance
1.02%4.42%1.02%
Tech Mahindra Limited
IT - Software
1.85%0.86%0.86%

Unique to Baroda BNP Paribas Large Cap

  • Hitachi Energy India Limited4.16%
  • Vedanta Limited2.45%

Unique to ICICI Prudential Equity Minimu

  • Bajaj Auto Ltd.3.96%

Sector Overlap Breakdown

Banks
15.5% (5)
Petroleum Products
6.0% (1)
IT - Software
5.1% (3)
Telecom - Services
3.7% (1)
Power
3.4% (2)
Pharmaceuticals & Biotechnology
3.1% (2)
Diversified FMCG
2.9% (2)
Automobiles
2.7% (2)
Cement & Cement Products
2.1% (1)
Construction
1.8% (1)
Consumer Durables
1.2% (1)
Finance
1.2% (1)
Insurance
1.0% (1)

More comparisons for Baroda BNP Paribas Large Cap

More comparisons for ICICI Prudential Equity Minimu

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