ICICI Prudential Equity Minimum Variance Fund vs Mirae Asset Large Cap Fund

ICICI vs Mirae· Portfolio Overlap Analysis

51.5%High Overlap
25 common stocksRank #8697 / 20,000

Investor takeaway: At 51.5% 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 (25)

StockWt% in ICICI Prudential Equity MinimuWt% in Mirae Asset Large CapOverlap
ICICI Bank Ltd.
Banks
7.85%8.49%7.85%
Reliance Industries Ltd.
Petroleum Products
5.95%4.99%4.99%
HDFC Bank Ltd.
Banks
4.68%9.54%4.68%
Bharti Airtel Ltd.
Telecom - Services
3.74%4.55%3.74%
Axis Bank Ltd.
Banks
3.55%3.62%3.55%
ITC Ltd.
Diversified Fmcg
3.40%3.12%3.12%
Tata Consultancy Services Ltd.
It - Software
3.00%2.94%2.94%
Infosys Ltd.
It - Software
2.78%4.28%2.78%
Maruti Suzuki India Ltd.
Automobiles
2.99%2.37%2.37%
State Bank Of India
Banks
1.97%3.66%1.97%
Larsen & Toubro Ltd.
Construction
1.75%3.99%1.75%
Kotak Mahindra Bank Ltd.
Banks
1.68%1.75%1.68%
NTPC Ltd.
Power
2.44%1.45%1.45%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
3.62%1.37%1.37%
Britannia Industries Ltd.
Food Products
2.42%1.16%1.16%
Apollo Hospitals Enterprise Ltd.
Healthcare Services
1.11%1.45%1.11%
Titan Company Ltd.
Consumer Durables
1.23%0.99%0.99%
Dr. Reddy's Laboratories Ltd.
Pharmaceuticals & Biotechnology
1.24%0.96%0.96%
Hindustan Unilever Ltd.
Diversified Fmcg
4.10%0.92%0.92%
Trent Ltd.
Retailing
1.64%0.86%0.86%
Interglobe Aviation Ltd.
Transport Services
1.56%0.50%0.50%
SBI Life Insurance Company Ltd.
Insurance
0.30%1.02%0.30%
Ultratech Cement Ltd.
Cement & Cement Products
3.61%0.26%0.26%
Asian Paints Ltd.
Consumer Durables
0.17%1.41%0.17%
Cipla Ltd.
Pharmaceuticals & Biotechnology
2.76%0.00%0.00%

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 Mirae Asset Large Cap

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
19.7% (5)
It - Software
5.7% (2)
Petroleum Products
5.0% (1)
Diversified Fmcg
4.0% (2)
Telecom - Services
3.7% (1)
Automobiles
2.4% (1)
Pharmaceuticals & Biotechnology
2.3% (3)
Construction
1.8% (1)
Power
1.4% (1)
Food Products
1.2% (1)
Consumer Durables
1.2% (2)
Healthcare Services
1.1% (1)
Retailing
0.9% (1)
Transport Services
0.5% (1)
Insurance
0.3% (1)
Cement & Cement Products
0.3% (1)

More comparisons for ICICI Prudential Equity Minimu

More comparisons for Mirae Asset Large Cap

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