HDFC Multi-Asset Allocation Fund vs ICICI Prudential Equity Minimum Variance Fund

Portfolio Overlap Analysis · HDFC vs ICICI

40.0%
Moderate Overlap
29 common stocks · Rank #2717 of 28,282 pairs
Fund A
HDFC Multi-Asset Allocation Fund
HDFC · Equity - Other
Fund B
ICICI Prudential Equity Minimum Variance Fund
ICICI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Multi-Asset AllocationWt% in ICICI Prudential Equity MinimuOverlap
Reliance Industries Ltd.
Petroleum Products
4.90%5.14%4.90%
ICICI Bank Ltd.
Banks
4.21%5.50%4.21%
HDFC Bank Ltd.
Banks
4.14%3.86%3.86%
State Bank of India
Banks
2.37%2.95%2.37%
Bharti Airtel Ltd.
Telecom - Services
2.34%3.02%2.34%
NTPC Limited
Power
2.34%2.80%2.34%
Axis Bank Ltd.
Banks
1.88%3.12%1.88%
Larsen and Toubro Ltd.
Construction
1.69%3.18%1.69%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.61%3.84%1.61%
Maruti Suzuki India Limited
Automobiles
1.61%3.36%1.61%

Unique to HDFC Multi-Asset Allocation

  • Kotak Mahindra Bank Limited1.76%
  • Oil & Natural Gas Corporation Ltd.1.66%

Unique to ICICI Prudential Equity Minimu

  • Infosys Ltd.5.32%
  • ITC Ltd.4.48%
  • Tata Consultancy Services Ltd.4.43%
  • Hindustan Unilever Ltd.3.41%

Sector Overlap Breakdown

Banks
12.3% (4)
Petroleum Products
4.9% (1)
IT - Software
4.3% (5)
Power
3.8% (2)
Automobiles
3.1% (3)
Pharmaceuticals & Biotechnology
2.5% (3)
Telecom - Services
2.3% (1)
Construction
1.7% (1)
Insurance
1.4% (2)
Diversified FMCG
1.3% (2)
Finance
1.2% (1)
Consumer Durables
0.6% (2)
Oil
0.3% (1)
Cement & Cement Products
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Multi-Asset Allocation

More comparisons for ICICI Prudential Equity Minimu

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