HDFC Dividend Yield Fund vs ICICI Prudential Large Cap Fund
Portfolio Overlap Analysis · HDFC vs ICICI
41.9%
High Overlap
32 common stocks · Rank #2267 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Dividend Yield | Wt% in ICICI Prudential Large Cap | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 5.91% | 9.91% | 5.91% |
ICICI Bank Ltd. Banks | 5.05% | 9.03% | 5.05% |
Axis Bank Ltd. Banks | 3.85% | 3.79% | 3.79% |
Larsen and Toubro Ltd. Construction | 2.78% | 6.25% | 2.78% |
Maruti Suzuki India Limited Automobiles | 2.46% | 4.14% | 2.46% |
Bharti Airtel Ltd. Telecom - Services | 2.41% | 4.49% | 2.41% |
Reliance Industries Ltd. Petroleum Products | 2.38% | 6.71% | 2.38% |
NTPC Limited Power | 2.15% | 2.33% | 2.15% |
Sun Pharmaceutical Industries Ltd. Pharmaceuticals & Biotechnology | 1.87% | 2.75% | 1.87% |
Infosys Limited IT - Software | 1.84% | 3.43% | 1.84% |
Unique to HDFC Dividend Yield
- State Bank of India2.26%
- Kotak Mahindra Bank Limited2.25%
Unique to ICICI Prudential Large Cap
- Ultratech Cement Ltd.3.99%
Sector Overlap Breakdown
Banks14.8% (3)
IT - Software3.9% (5)
Automobiles3.6% (4)
Construction2.8% (1)
Power2.5% (2)
Telecom - Services2.4% (1)
Pharmaceuticals & Biotechnology2.4% (3)
Petroleum Products2.4% (1)
Insurance2.0% (2)
Diversified FMCG1.2% (1)
Oil1.1% (1)
Industrial Products0.8% (1)
Transport Services0.4% (1)
Consumer Durables0.4% (1)
Aerospace & Defense0.4% (1)
Electrical Equipment0.4% (1)
Ferrous Metals0.4% (1)
Retailing0.1% (1)
Transport Infrastructure0.1% (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.