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

Portfolio Overlap Analysis · HDFC vs ICICI

38.9%

Moderate Overlap

19 common stocks · Rank #2943 of 28,282 pairs

Fund A

HDFC · Equity - Other

Fund B

ICICI · Equity - Other

Common Holdings (10)

Stock	Wt% in HDFC Retirement Savings Fund -	Wt% in ICICI Prudential Equity Minimu	Overlap
ICICI Bank Ltd. Banks	5.66%	5.50%	5.50%
HDFC Bank Ltd. Banks	6.25%	3.86%	3.86%
Reliance Industries Ltd. Petroleum Products	3.27%	5.14%	3.27%
Axis Bank Ltd. Banks	3.25%	3.12%	3.12%
State Bank of India Banks	3.53%	2.95%	2.95%
Maruti Suzuki India Limited Automobiles	2.62%	3.36%	2.62%
Tata Consultancy Services Ltd. IT - Software	2.32%	4.43%	2.32%
Infosys Limited IT - Software	2.29%	5.32%	2.29%
Bharti Airtel Ltd. Telecom - Services	2.21%	3.02%	2.21%
Larsen and Toubro Ltd. Construction	1.88%	3.18%	1.88%

Banks

15.4% (4)

IT - Software

6.1% (4)

Automobiles

3.7% (2)

Petroleum Products

3.3% (1)

Power

2.5% (2)

Telecom - Services

2.2% (1)

Construction

1.9% (1)

Insurance

1.7% (2)

Diversified FMCG

1.3% (1)

Pharmaceuticals & Biotechnology

0.8% (1)

AI-generated comparative analysis coming soon.

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