HDFC Retirement Savings Fund - Equity Plan vs ICICI Prudential Equity Minimum Variance Fund

Portfolio Overlap Analysis · HDFC vs ICICI

43.4%
High Overlap
18 common stocks · Rank #2010 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other
Fund B
ICICI Prudential Equity Minimum Variance Fund
ICICI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in ICICI Prudential Equity MinimuOverlap
ICICI Bank Ltd.
Banks
6.31%5.50%5.50%
Reliance Industries Ltd.
Petroleum Products
3.99%5.14%3.99%
HDFC Bank Ltd.
Banks
7.62%3.86%3.86%
Maruti Suzuki India Limited
Automobiles
3.19%3.36%3.19%
Axis Bank Ltd.
Banks
4.75%3.12%3.12%
Infosys Limited
IT - Software
2.98%5.32%2.98%
State Bank of India
Banks
3.44%2.95%2.95%
Bharti Airtel Ltd.
Telecom - Services
2.69%3.02%2.69%
Tata Consultancy Services Ltd.
IT - Software
2.64%4.43%2.64%
Larsen and Toubro Ltd.
Construction
2.45%3.18%2.45%

Unique to HDFC Retirement Savings Fund -

  • Kotak Mahindra Bank Limited3.39%

Unique to ICICI Prudential Equity Minimu

  • ITC Ltd.4.48%
  • Sun Pharmaceutical Industries Ltd.3.84%
  • Hindustan Unilever Ltd.3.41%

Sector Overlap Breakdown

Banks
15.4% (4)
IT - Software
6.8% (3)
Automobiles
4.9% (3)
Petroleum Products
4.0% (1)
Power
3.5% (2)
Telecom - Services
2.7% (1)
Construction
2.5% (1)
Diversified FMCG
1.5% (1)
Insurance
1.1% (1)
Pharmaceuticals & Biotechnology
1.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Retirement Savings Fund -

More comparisons for ICICI Prudential Equity Minimu

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