HDFC Value Fund vs ICICI Prudential Value Fund

Portfolio Overlap Analysis · HDFC vs ICICI

45.0%
High Overlap
18 common stocks · Rank #1762 of 28,282 pairs
Fund A
HDFC Value Fund
HDFC · Value/Contra
Fund B
ICICI Prudential Value Fund
ICICI · Value/Contra

Common Holdings (10)

StockWt% in HDFC ValueWt% in ICICI Prudential ValueOverlap
ICICI Bank Ltd.
Banks
6.98%7.02%6.98%
HDFC Bank Ltd.
Banks
6.19%6.77%6.19%
Axis Bank Ltd.
Banks
4.57%4.28%4.28%
State Bank of India
Banks
4.46%4.05%4.05%
Infosys Limited
IT - Software
3.07%5.19%3.07%
Larsen and Toubro Ltd.
Construction
3.03%3.58%3.03%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
2.58%4.00%2.58%
NTPC Limited
Power
2.58%2.87%2.58%
SBI Life Insurance Company Ltd.
Insurance
2.34%2.15%2.15%
Bharti Airtel Ltd.
Telecom - Services
3.30%1.91%1.91%

Unique to HDFC Value

  • Au Small Finance Bank Ltd.2.55%

Unique to ICICI Prudential Value

  • Reliance Industries Ltd.7.61%
  • Tata Consultancy Services Ltd.3.38%
  • Maruti Suzuki India Ltd.3.24%

Sector Overlap Breakdown

Banks
21.5% (4)
Pharmaceuticals & Biotechnology
3.6% (2)
IT - Software
3.5% (2)
Insurance
3.4% (2)
Construction
3.0% (1)
Petroleum Products
2.6% (2)
Power
2.6% (1)
Telecom - Services
1.9% (1)
Automobiles
1.4% (1)
Diversified FMCG
0.9% (1)
Cement & Cement Products
0.5% (1)

Analysis

AI-generated comparative analysis coming soon.

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