ICICI Prudential Business Cycle Fund vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN

Portfolio Overlap Analysis · SBI vs ICICI

39.4%
Moderate Overlap
16 common stocks · Rank #2822 of 28,282 pairs
Fund A
ICICI Prudential Business Cycle Fund
ICICI · Equity - Other
Fund B
SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN
SBI · Sectoral - IT

Common Holdings (10)

StockWt% in ICICI Prudential Business CyclWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Ltd.
Banks
9.72%7.65%7.65%
ICICI Bank Ltd.
Banks
8.91%5.85%5.85%
Reliance Industries Ltd.
Petroleum Products
7.68%5.57%5.57%
Larsen & Toubro Ltd.
Construction
6.89%4.38%4.38%
Maruti Suzuki India Ltd.
Automobiles
3.95%3.91%3.91%
Axis Bank Ltd.
Banks
3.71%2.99%2.99%
Ultratech Cement Ltd.
Cement & Cement Products
4.00%2.98%2.98%
Asian Paints Ltd.
Consumer Durables
1.41%1.47%1.41%
ICICI Prudential Life Insurance Company Ltd.
Insurance
1.27%1.18%1.18%
DLF Ltd.
Realty
2.23%0.90%0.90%

Unique to ICICI Prudential Business Cycl

  • Cummins India Ltd.3.40%
  • Bharti Airtel Ltd.3.27%
  • NTPC Ltd.2.86%

Unique to SBI RETIREMENT BENEFIT FUND -

  • State Bank of India4.50%
  • Infosys Ltd.3.02%
  • Kotak Mahindra Bank Ltd.2.64%

Sector Overlap Breakdown

Banks
16.5% (3)
Petroleum Products
5.6% (1)
Construction
4.4% (1)
Automobiles
3.9% (1)
Cement & Cement Products
3.0% (1)
Consumer Durables
1.4% (1)
Insurance
1.2% (1)
Realty
0.9% (1)
Non - Ferrous Metals
0.8% (1)
Textiles & Apparels
0.7% (1)
Industrial Products
0.3% (1)
Electrical Equipment
0.3% (1)
Chemicals & Petrochemicals
0.3% (1)
Auto Components
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for ICICI Prudential Business Cycl

More comparisons for SBI RETIREMENT BENEFIT FUND -

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