ICICI Prudential Dividend Yield Equity Fund vs Mirae Asset Large Cap Fund

ICICI vs Mirae· Portfolio Overlap Analysis

44.8%High Overlap
27 common stocksRank #16446 / 20,000

Investor takeaway: At 44.8% overlap, a significant part of these portfolios is identical. Despite coming from different AMCs, the stock picks still converge heavily. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (27)

StockWt% in ICICI Prudential Dividend YielWt% in Mirae Asset Large CapOverlap
ICICI Bank Ltd.
Banks
6.52%8.49%6.52%
HDFC Bank Ltd.
Banks
5.89%9.54%5.89%
Axis Bank Ltd.
Banks
4.57%3.62%3.62%
Reliance Industries Ltd.
Petroleum Products
3.28%4.99%3.28%
Larsen & Toubro Ltd.
Construction
3.26%3.99%3.26%
Maruti Suzuki India Ltd.
Automobiles
3.66%2.37%2.37%
Bharti Airtel Ltd.
Telecom - Services
2.13%4.55%2.13%
Tata Consultancy Services Ltd.
It - Software
1.97%2.94%1.97%
State Bank Of India
Banks
1.60%3.66%1.60%
Infosys Ltd.
It - Software
1.55%4.28%1.55%
NTPC Ltd.
Power
5.11%1.45%1.45%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
5.57%1.37%1.37%
Britannia Industries Ltd.
Food Products
2.05%1.16%1.16%
SBI Life Insurance Company Ltd.
Insurance
1.18%1.02%1.02%
Hindustan Unilever Ltd.
Diversified Fmcg
1.60%0.92%0.92%
IndusInd Bank Ltd.
Banks
0.84%0.81%0.81%
Ambuja Cements Ltd.
Cement & Cement Products
0.81%1.62%0.81%
ITC Ltd.
Diversified Fmcg
0.81%3.12%0.81%
Kotak Mahindra Bank Ltd.
Banks
0.69%1.75%0.69%
Mahindra & Mahindra Ltd.
Automobiles
0.60%2.05%0.60%
Dr. Reddy's Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.59%0.96%0.59%
Oil & Natural Gas Corporation Ltd.
Oil
2.68%0.57%0.57%
Interglobe Aviation Ltd.
Transport Services
3.00%0.50%0.50%
Avenue Supermarts Ltd.
Retailing
1.86%0.50%0.50%
Mphasis Ltd.
It - Software
0.29%0.58%0.29%
Ultratech Cement Ltd.
Cement & Cement Products
2.54%0.26%0.26%
Bajaj Finance Ltd.
Finance
0.26%0.84%0.26%

Unique to ICICI Prudential Dividend Yiel

All top holdings are shared with the other fund.

Unique to Mirae Asset Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
19.1% (6)
It - Software
3.8% (3)
Petroleum Products
3.3% (1)
Construction
3.3% (1)
Automobiles
3.0% (2)
Telecom - Services
2.1% (1)
Pharmaceuticals & Biotechnology
2.0% (2)
Diversified Fmcg
1.7% (2)
Power
1.4% (1)
Food Products
1.2% (1)
Cement & Cement Products
1.1% (2)
Insurance
1.0% (1)
Oil
0.6% (1)
Transport Services
0.5% (1)
Retailing
0.5% (1)
Finance
0.3% (1)

More comparisons for ICICI Prudential Dividend Yiel

More comparisons for Mirae Asset Large Cap

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