ICICI Prudential Business Cycle Fund vs SBI Large Cap Fund
Portfolio Overlap Analysis · SBI vs ICICI
41.5%
High Overlap
18 common stocks · Rank #2364 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in ICICI Prudential Business Cycl | Wt% in SBI Large Cap | Overlap |
|---|---|---|---|
ICICI Bank Ltd. Banks | 8.91% | 8.20% | 8.20% |
HDFC Bank Ltd. Banks | 9.72% | 6.54% | 6.54% |
Reliance Industries Ltd. Petroleum Products | 7.68% | 6.18% | 6.18% |
Larsen & Toubro Ltd. Construction | 6.89% | 5.73% | 5.73% |
Axis Bank Ltd. Banks | 3.71% | 3.44% | 3.44% |
Bharti Airtel Ltd. Telecom - Services | 3.27% | 2.48% | 2.48% |
HDFC Life Insurance Company Ltd. Insurance | 1.62% | 3.75% | 1.62% |
Asian Paints Ltd. Consumer Durables | 1.41% | 3.57% | 1.41% |
Vedanta Ltd. Diversified Metals | 1.35% | 1.37% | 1.35% |
ICICI Prudential Life Insurance Company Ltd. Insurance | 1.27% | 1.20% | 1.20% |
Unique to ICICI Prudential Business Cycl
- Ultratech Cement Ltd.4.00%
- Maruti Suzuki India Ltd.3.95%
- Cummins India Ltd.3.40%
- NTPC Ltd.2.86%
Unique to SBI Large Cap
- State Bank of India4.16%
- Tata Motors Ltd.3.48%
- Kotak Mahindra Bank Ltd.3.46%
Sector Overlap Breakdown
Banks18.2% (3)
Petroleum Products6.2% (1)
Construction5.7% (1)
Insurance3.1% (3)
Telecom - Services2.5% (1)
Consumer Durables1.4% (1)
Diversified Metals1.4% (1)
Non - Ferrous Metals0.8% (1)
Cement & Cement Products0.7% (1)
Textiles & Apparels0.7% (1)
Auto Components0.4% (2)
Fertilizers & Agrochemicals0.2% (1)
Oil0.1% (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.