ICICI Prudential Equity Minimum Variance Fund vs LIC MF LARGE CAP FUND

ICICI vs LIC· Portfolio Overlap Analysis

53.8%High Overlap
23 common stocksRank #7362 / 20,000

Investor takeaway: At 53.8% 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 (23)

StockWt% in ICICI Prudential Equity MinimuWt% in LIC MF LARGE CAPOverlap
ICICI Bank Ltd.
Banks
7.85%8.03%7.85%
Reliance Industries Ltd.
Petroleum Products
5.95%6.45%5.95%
HDFC Bank Ltd.
Banks
4.68%9.31%4.68%
Bharti Airtel Ltd.
Telecom - Services
3.74%4.06%3.74%
Axis Bank Ltd.
Banks
3.55%2.79%2.79%
Infosys Ltd.
It - Software
2.78%2.73%2.73%
ITC Ltd.
Diversified Fmcg
3.40%2.57%2.57%
Hindustan Unilever Ltd.
Diversified Fmcg
4.10%2.55%2.55%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
3.62%2.08%2.08%
Grasim Industries Ltd.
Cement & Cement Products
2.88%2.03%2.03%
State Bank Of India
Banks
1.97%3.32%1.97%
Larsen & Toubro Ltd.
Construction
1.75%5.64%1.75%
Kotak Mahindra Bank Ltd.
Banks
1.68%1.54%1.54%
Interglobe Aviation Ltd.
Transport Services
1.56%1.50%1.50%
Ultratech Cement Ltd.
Cement & Cement Products
3.61%1.48%1.48%
Tata Consultancy Services Ltd.
It - Software
3.00%1.42%1.42%
Trent Ltd.
Retailing
1.64%1.33%1.33%
Maruti Suzuki India Ltd.
Automobiles
2.99%1.24%1.24%
Titan Company Ltd.
Consumer Durables
1.23%2.01%1.23%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
1.11%1.62%1.11%
Hero Motocorp Ltd.
Automobiles
1.68%1.03%1.03%
Cipla Ltd.
Pharmaceuticals & Biotechnology
2.76%0.93%0.93%
SBI Life Insurance Company Ltd.
Insurance
0.30%1.92%0.30%

Unique to ICICI Prudential Equity Minimu

  • HDFC Life Insurance Company Ltd.4.42%
  • Bajaj Auto Ltd.3.96%
  • Bajaj Finserv Ltd.3.74%

Unique to LIC MF LARGE CAP

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
18.8% (5)
Petroleum Products
6.0% (1)
Diversified Fmcg
5.1% (2)
It - Software
4.2% (2)
Telecom - Services
3.7% (1)
Cement & Cement Products
3.5% (2)
Pharmaceuticals & Biotechnology
3.0% (2)
Automobiles
2.3% (2)
Construction
1.8% (1)
Transport Services
1.5% (1)
Retailing
1.3% (1)
Consumer Durables
1.2% (1)
Healthcare Services
1.1% (1)
Insurance
0.3% (1)

More comparisons for ICICI Prudential Equity Minimu

More comparisons for LIC MF LARGE CAP

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