ICICI Prudential Dividend Yield Equity Fund vs TATA FLEXI CAP FUND

ICICI vs Tata· Portfolio Overlap Analysis

44.8%High Overlap
26 common stocksRank #16383 / 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 (26)

StockWt% in ICICI Prudential Dividend YielWt% in TATA FLEXI CAPOverlap
HDFC Bank Ltd.
Banks
5.89%5.96%5.89%
ICICI Bank Ltd.
Banks
6.52%5.15%5.15%
Axis Bank Ltd.
Banks
4.57%3.36%3.36%
Reliance Industries Ltd.
Petroleum Products
3.28%4.29%3.28%
Larsen & Toubro Ltd.
Construction
3.26%3.26%3.26%
Maruti Suzuki India Ltd.
Automobiles
3.66%2.63%2.63%
NTPC Ltd.
Power
5.11%2.52%2.52%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
5.57%2.33%2.33%
Bharti Airtel Ltd.
Telecom - Services
2.13%2.64%2.13%
Britannia Industries Ltd.
Food Products
2.05%1.82%1.82%
Tata Consultancy Services Ltd.
It - Software
1.97%1.68%1.68%
Infosys Ltd.
It - Software
1.55%1.71%1.55%
SBI Life Insurance Company Ltd.
Insurance
1.18%1.27%1.18%
Indus Towers Ltd.
Telecom - Services
1.18%1.40%1.18%
Oil India Ltd.
Oil
0.87%0.96%0.87%
IndusInd Bank Ltd.
Banks
0.84%1.64%0.84%
Ambuja Cements Ltd.
Cement & Cement Products
0.81%2.55%0.81%
ITC Ltd.
Diversified Fmcg
0.81%1.86%0.81%
Dabur India Ltd.
Personal Products
0.69%1.52%0.69%
Kotak Mahindra Bank Ltd.
Banks
0.69%1.12%0.69%
Brookfield India Real Estate Trust REIT
Units of Real Estate Investment Trust (REITs)
0.52%1.20%0.52%
Tech Mahindra Ltd.
It - Software
0.51%0.95%0.51%
PI Industries Ltd.
Fertilizers & Agrochemicals
0.98%0.46%0.46%
Mphasis Ltd.
It - Software
0.29%0.65%0.29%
Samvardhana Motherson International Ltd.
Auto Components
0.24%1.50%0.24%
G R Infraprojects Ltd.
Construction
0.14%0.61%0.14%

Unique to ICICI Prudential Dividend Yiel

  • Interglobe Aviation Ltd.3.00%
  • Oil & Natural Gas Corporation Ltd.2.68%

Unique to TATA FLEXI CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
15.9% (5)
It - Software
4.0% (4)
Construction
3.4% (2)
Telecom - Services
3.3% (2)
Petroleum Products
3.3% (1)
Automobiles
2.6% (1)
Power
2.5% (1)
Pharmaceuticals & Biotechnology
2.3% (1)
Food Products
1.8% (1)
Insurance
1.2% (1)
Oil
0.9% (1)
Cement & Cement Products
0.8% (1)
Diversified Fmcg
0.8% (1)
Personal Products
0.7% (1)
Units of Real Estate Investment Trust (REITs)
0.5% (1)
Fertilizers & Agrochemicals
0.5% (1)
Auto Components
0.2% (1)

More comparisons for ICICI Prudential Dividend Yiel

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