ICICI Prudential ELSS Tax Saver Fund vs SBI ESG Exclusionary Strategy Fund

Portfolio Overlap Analysis · ICICI vs SBI

40.8%
High Overlap
13 common stocks · Rank #2546 of 28,292 pairs
Fund A
ICICI Prudential ELSS Tax Saver Fund
ICICI · ELSS
Fund B
SBI ESG Exclusionary Strategy Fund
SBI · ESG

Common Holdings (10)

StockWt% in ICICI Prudential ELSS Tax SaveWt% in SBI ESG Exclusionary StrategyOverlap
ICICI Bank Ltd.
Banks
8.46%8.48%8.46%
HDFC Bank Ltd.
Banks
8.66%7.25%7.25%
Axis Bank Ltd.
Banks
5.17%4.93%4.93%
Larsen & Toubro Ltd.
Construction
5.06%4.14%4.14%
Maruti Suzuki India Ltd.
Automobiles
4.14%4.78%4.14%
TVS Motor Company Ltd.
Automobiles
2.72%3.05%2.72%
Reliance Industries Ltd.
Petroleum Products
2.54%5.00%2.54%
Infosys Ltd.
IT - Software
4.96%2.40%2.40%
Ultratech Cement Ltd.
Cement & Cement Products
3.74%1.90%1.90%
State Bank of India
Banks
5.61%1.80%1.80%

Unique to ICICI Prudential ELSS Tax Save

  • Sun Pharmaceutical Industries Ltd.5.81%
  • Avenue Supermarts Ltd.5.06%
  • Bharti Airtel Ltd.4.12%
  • NTPC Ltd.3.91%

Unique to SBI ESG Exclusionary Strategy

  • Kotak Mahindra Bank Ltd.3.88%
  • Bajaj Finance Ltd.3.78%

Sector Overlap Breakdown

Banks
22.4% (4)
Automobiles
7.1% (3)
Construction
4.1% (1)
Petroleum Products
2.5% (1)
IT - Software
2.4% (1)
Cement & Cement Products
1.9% (1)
Retailing
0.2% (1)
Auto Components
0.1% (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.