ICICI Prudential Balanced Advantage Fund vs ICICI Prudential Multi-Asset Fund

Portfolio Overlap Analysis · ICICI vs ICICI

40.3%
High Overlap
56 common stocks · Rank #2665 of 28,282 pairs
Fund A
ICICI Prudential Balanced Advantage Fund
ICICI · Balanced Advantage
Fund B
ICICI Prudential Multi-Asset Fund
ICICI · Equity - Other

Common Holdings (10)

StockWt% in ICICI Prudential Balanced AdvaWt% in ICICI Prudential Multi-AssetOverlap
ICICI Bank Ltd.
Banks
4.70%3.76%3.76%
Reliance Industries Ltd.
Petroleum Products
3.38%3.66%3.38%
HDFC Bank Ltd.
Banks
4.28%2.37%2.37%
Larsen & Toubro Ltd.
Construction
2.37%2.68%2.37%
Maruti Suzuki India Ltd.
Automobiles
2.21%3.05%2.21%
Infosys Ltd.
It - Software
2.86%1.98%1.98%
Interglobe Aviation Ltd.
Transport Services
1.78%2.10%1.78%
Axis Bank Ltd.
Banks
1.75%2.30%1.75%
NTPC Ltd.
Power
1.34%1.93%1.34%
Tata Consultancy Services Ltd.
It - Software
1.34%1.89%1.34%

Unique to ICICI Prudential Balanced Adva

  • TVS Motor Company Ltd.4.49%
  • Bharti Airtel Ltd.2.31%
  • State Bank Of India2.04%

Unique to ICICI Prudential Multi-Asset

  • SBI Cards & Payment Services Ltd.2.08%

Sector Overlap Breakdown

Banks
10.1% (6)
It - Software
4.3% (6)
Petroleum Products
3.6% (3)
Automobiles
3.3% (4)
Construction
2.5% (2)
Pharmaceuticals & Biotechnology
2.2% (4)
Transport Services
1.8% (1)
Diversified Fmcg
1.7% (2)
Retailing
1.6% (3)
Finance
1.6% (4)
Power
1.3% (1)
Auto Components
1.2% (4)
Insurance
1.1% (3)
Consumer Durables
0.8% (1)
Telecom - Services
0.8% (1)
Non - Ferrous Metals
0.6% (1)
Cement & Cement Products
0.4% (2)
Oil
0.3% (1)
Ferrous Metals
0.3% (1)
Chemicals & Petrochemicals
0.2% (1)
Diversified Metals
0.2% (1)
Food Products
0.1% (1)
Realty
0.1% (1)
Healthcare Services
0.0% (1)
Consumable Fuels
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for ICICI Prudential Balanced Adva

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