HDFC Retirement Savings Fund - Equity Plan vs ICICI Prudential Exports and Services Fund

Portfolio Overlap Analysis · HDFC vs ICICI

39.7%
Moderate Overlap
20 common stocks · Rank #2765 of 28,292 pairs
Fund A
HDFC Retirement Savings Fund - Equity Plan
HDFC · Equity - Other
Fund B
ICICI Prudential Exports and Services Fund
ICICI · Equity - Other

Common Holdings (10)

StockWt% in HDFC Retirement Savings Fund -Wt% in ICICI Prudential Exports and SOverlap
ICICI Bank Ltd.
Banks
6.31%8.03%6.31%
HDFC Bank Ltd.
Banks
7.62%4.74%4.74%
Reliance Industries Ltd.
Petroleum Products
3.99%6.49%3.99%
State Bank of India
Banks
3.44%3.27%3.27%
Infosys Limited
IT - Software
2.98%7.81%2.98%
Axis Bank Ltd.
Banks
4.75%2.95%2.95%
Bharti Airtel Ltd.
Telecom - Services
2.69%3.45%2.69%
Tata Consultancy Services Ltd.
IT - Software
2.64%2.74%2.64%
Larsen and Toubro Ltd.
Construction
2.45%4.21%2.45%
Lupin Ltd.
Pharmaceuticals & Biotechnology
1.48%1.72%1.48%

Unique to HDFC Retirement Savings Fund -

  • Kotak Mahindra Bank Limited3.39%
  • Maruti Suzuki India Limited3.19%

Unique to ICICI Prudential Exports and S

  • NTPC Ltd.4.87%
  • Sun Pharmaceutical Industries Ltd.3.57%
  • Dr. Reddy's Laboratories Ltd.3.10%

Sector Overlap Breakdown

Banks
17.3% (4)
IT - Software
6.7% (4)
Petroleum Products
4.0% (1)
Construction
2.8% (2)
Telecom - Services
2.7% (1)
Insurance
2.5% (4)
Pharmaceuticals & Biotechnology
1.5% (1)
Power
1.4% (1)
Healthcare Services
0.8% (1)
Leisure Services
0.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Retirement Savings Fund -

More comparisons for ICICI Prudential Exports and S

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