HDFC NIFTY 50 ETF vs ICICI Prudential Value Fund

HDFC vs ICICI· Portfolio Overlap Analysis

57.8%High Overlap
28 common stocksRank #5932 / 20,000

Investor takeaway: At 57.8% 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 (28)

StockWt% in HDFC NIFTY 50 ETFWt% in ICICI Prudential ValueOverlap
ICICI Bank Ltd.
Banks
8.58%8.71%8.58%
HDFC Bank Ltd.
Banks
11.83%8.05%8.05%
Reliance Industries Ltd.
Petroleum Products
8.20%6.13%6.13%
Infosys Limited
IT - Software
3.97%5.93%3.97%
Axis Bank Ltd.
Banks
3.45%3.13%3.13%
ITC LIMITED
Diversified FMCG
2.63%5.19%2.63%
State Bank of India
Banks
4.34%2.37%2.37%
Tata Consultancy Services Ltd.
IT - Software
2.35%4.01%2.35%
Larsen and Toubro Ltd.
Construction
4.38%1.92%1.92%
Hindustan Unilever Ltd.
Diversified FMCG
1.81%3.03%1.81%
Maruti Suzuki India Limited
Automobiles
1.70%2.15%1.70%
Bharti Airtel Ltd.
Telecom - Services
4.56%1.65%1.65%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.60%4.44%1.60%
NTPC Limited
Power
1.58%3.15%1.58%
Kotak Mahindra Bank Limited
Banks
2.66%1.53%1.53%
Bajaj Finserv Ltd.
Finance
0.99%1.36%0.99%
Tata Steel Ltd.
Ferrous Metals
1.53%0.95%0.95%
Oil & Natural Gas Corporation Ltd.
Oil
0.95%1.21%0.95%
SBI Life Insurance Company Ltd.
Insurance
0.80%2.76%0.80%
Asian Paints Limited
Consumer Durables
0.94%0.78%0.78%
Tata Motors Passenger Vehicles Limited
Automobiles
0.70%1.68%0.70%
Dr Reddys Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.68%2.07%0.68%
HDFC Life Insurance Company Limited
Insurance
0.67%1.38%0.67%
Cipla Ltd.
Pharmaceuticals & Biotechnology
0.66%1.24%0.66%
Wipro Ltd.
IT - Software
0.50%0.97%0.50%
UltraTech Cement Limited
Cement & Cement Products
1.31%0.42%0.42%
HCL Technologies Ltd.
IT - Software
1.28%0.40%0.40%
Power Grid Corporation of India Ltd.
Power
1.18%0.32%0.32%

Unique to HDFC NIFTY 50 ETF

  • Mahindra & Mahindra Ltd.2.64%

Unique to ICICI Prudential Value

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
23.7% (5)
IT - Software
7.2% (4)
Petroleum Products
6.1% (1)
Diversified FMCG
4.4% (2)
Pharmaceuticals & Biotechnology
2.9% (3)
Automobiles
2.4% (2)
Construction
1.9% (1)
Power
1.9% (2)
Telecom - Services
1.6% (1)
Insurance
1.5% (2)
Finance
1.0% (1)
Ferrous Metals
0.9% (1)
Oil
0.9% (1)
Consumer Durables
0.8% (1)
Cement & Cement Products
0.4% (1)

More comparisons for HDFC NIFTY 50 ETF

More comparisons for ICICI Prudential Value

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