HDFC Equity Savings Fund vs ICICI Prudential Equity & Debt Fund

Portfolio Overlap Analysis · HDFC vs ICICI

39.6%
Moderate Overlap
34 common stocks · Rank #2780 of 28,292 pairs
Fund A
HDFC Equity Savings Fund
HDFC · Equity Savings
Fund B
ICICI Prudential Equity & Debt Fund
ICICI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Equity SavingsWt% in ICICI Prudential Equity & DebtOverlap
Reliance Industries Ltd.
Petroleum Products
5.64%4.62%4.62%
HDFC Bank Ltd.
Banks
7.80%4.38%4.38%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
4.32%4.49%4.32%
ICICI Bank Ltd.
Banks
4.26%6.08%4.26%
State Bank of India
Banks
2.91%2.26%2.26%
NTPC Limited
Power
2.25%5.59%2.25%
Larsen and Toubro Ltd.
Construction
3.10%2.09%2.09%
Bharti Airtel Ltd.
Telecom - Services
1.96%2.47%1.96%
Maruti Suzuki India Limited
Automobiles
1.75%4.85%1.75%
Axis Bank Ltd.
Banks
1.64%3.72%1.64%

Unique to HDFC Equity Savings

  • Titan Company Ltd.3.52%
  • Adani Ports & Special Economic Zone1.99%

Unique to ICICI Prudential Equity & Debt

  • Avenue Supermarts Ltd.2.96%
  • TVS Motor Company Ltd.2.67%
  • Infosys Ltd.2.53%

Sector Overlap Breakdown

Banks
12.5% (4)
Pharmaceuticals & Biotechnology
4.7% (3)
Petroleum Products
4.6% (1)
Automobiles
2.8% (3)
IT - Software
2.5% (4)
Construction
2.5% (2)
Power
2.3% (1)
Telecom - Services
2.0% (1)
Insurance
1.2% (4)
Oil
1.2% (1)
Cement & Cement Products
1.1% (2)
Diversified FMCG
1.1% (2)
Non - Ferrous Metals
0.5% (1)
Consumable Fuels
0.3% (1)
Entertainment
0.1% (1)
Food Products
0.1% (1)
Ferrous Metals
0.1% (1)
Retailing
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Equity Savings

More comparisons for ICICI Prudential Equity & Debt

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