ICICI Prudential Equity & Debt Fund vs Motilal Oswal Nifty 100 ETF

ICICI vs Motilal· Portfolio Overlap Analysis

45.3%High Overlap
50 common stocksRank #15642 / 20,000

Investor takeaway: At 45.3% 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 (50)

StockWt% in ICICI Prudential Equity & DebtWt% in Motilal Oswal Nifty 100 ETFOverlap
ICICI Bank Ltd.
Banks
5.33%7.13%5.33%
Reliance Industries Ltd.
Petroleum Products
5.04%6.81%5.04%
HDFC Bank Ltd.
Banks
4.68%9.83%4.68%
Axis Bank Ltd.
Banks
2.95%2.87%2.87%
Tata Consultancy Services Ltd.
It - Software
1.89%1.95%1.89%
Larsen & Toubro Ltd.
Construction
1.87%3.64%1.87%
ITC Ltd.
Diversified Fmcg
1.69%2.19%1.69%
Bharti Airtel Ltd.
Telecom - Services
1.56%3.79%1.56%
Hindustan Unilever Ltd.
Diversified Fmcg
1.59%1.50%1.50%
Maruti Suzuki India Ltd.
Automobiles
1.95%1.42%1.42%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
4.20%1.33%1.33%
NTPC Ltd.
Power
5.10%1.31%1.31%
Infosys Ltd.
It - Software
1.19%3.30%1.19%
Eternal Ltd.
Retailing
1.17%1.28%1.17%
State Bank Of India
Banks
0.80%3.61%0.80%
Interglobe Aviation Ltd.
Transport Services
2.44%0.79%0.79%
Oil & Natural Gas Corporation Ltd.
Oil
1.12%0.79%0.79%
Ultratech Cement Ltd.
Cement & Cement Products
0.72%1.10%0.72%
Kotak Mahindra Bank Ltd.
Banks
0.67%2.21%0.67%
TVS Motor Company Ltd.
Automobiles
3.07%0.66%0.66%
SBI Life Insurance Company Ltd.
Insurance
1.13%0.66%0.66%
Dr. Reddy's Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.54%0.57%0.54%
Mahindra & Mahindra Ltd.
Automobiles
0.53%2.19%0.53%
Tech Mahindra Ltd.
It - Software
0.52%0.62%0.52%
Britannia Industries Ltd.
Food Products
0.77%0.51%0.51%
Samvardhana Motherson International Ltd.
Auto Components
0.82%0.43%0.43%
Avenue Supermarts Ltd.
Retailing
2.47%0.41%0.41%
Trent Ltd.
Retailing
0.41%0.62%0.41%
Titan Company Ltd.
Consumer Durables
0.38%1.29%0.38%
Indian Oil Corporation Ltd.
Petroleum Products
0.34%0.51%0.34%
Rural Electrification Corporation Ltd.
Finance
0.90%0.32%0.32%
Info Edge (India) Ltd.
Retailing
0.42%0.29%0.29%
Cholamandalam Investment And Finance Company Ltd.
Finance
0.26%0.53%0.26%
ABB India Ltd.
Electrical Equipment
0.28%0.23%0.23%
HCL Technologies Ltd.
It - Software
0.23%1.06%0.23%
Ambuja Cements Ltd.
Cement & Cement Products
0.85%0.22%0.22%
Bajaj Auto Ltd.
Automobiles
0.20%0.81%0.20%
GAIL (India) Ltd.
Gas
0.20%0.33%0.20%
Adani Ports and Special Economic Zone Ltd.
Transport Infrastructure
0.20%0.81%0.20%
JSW Energy Ltd
Power
0.28%0.19%0.19%
Tata Power Company Ltd.
Power
0.18%0.46%0.18%
Wipro Ltd.
It - Software
0.16%0.42%0.16%
Life Insurance Corporation of India
Insurance
0.50%0.14%0.14%
DLF Ltd.
Realty
0.13%0.28%0.13%
Hindalco Industries Ltd.
Non - Ferrous Metals
0.10%0.97%0.10%
HDFC Life Insurance Company Ltd.
Insurance
0.09%0.56%0.09%
Bharat Petroleum Corporation Ltd.
Petroleum Products
0.06%0.54%0.06%
Shree Cements Ltd.
Cement & Cement Products
0.03%0.23%0.03%
Cipla Ltd.
Pharmaceuticals & Biotechnology
0.02%0.55%0.02%
Asian Paints Ltd.
Consumer Durables
0.01%0.78%0.01%

Unique to ICICI Prudential Equity & Debt

All top holdings are shared with the other fund.

Unique to Motilal Oswal Nifty 100 ETF

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
14.3% (5)
Petroleum Products
5.4% (3)
It - Software
4.0% (5)
Diversified Fmcg
3.2% (2)
Automobiles
2.8% (4)
Retailing
2.3% (4)
Pharmaceuticals & Biotechnology
1.9% (3)
Construction
1.9% (1)
Power
1.7% (3)
Telecom - Services
1.6% (1)
Cement & Cement Products
1.0% (3)
Insurance
0.9% (3)
Transport Services
0.8% (1)
Oil
0.8% (1)
Finance
0.6% (2)
Food Products
0.5% (1)
Auto Components
0.4% (1)
Consumer Durables
0.4% (2)
Electrical Equipment
0.2% (1)
Gas
0.2% (1)
Transport Infrastructure
0.2% (1)
Realty
0.1% (1)
Non - Ferrous Metals
0.1% (1)

More comparisons for ICICI Prudential Equity & Debt

More comparisons for Motilal Oswal Nifty 100 ETF

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