ICICI Prudential Large Cap Fund vs TATA LARGE CAP FUND

ICICI vs Tata· Portfolio Overlap Analysis

48.1%High Overlap
19 common stocksRank #12100 / 20,000

Investor takeaway: At 48.1% 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 (19)

StockWt% in ICICI Prudential Large CapWt% in TATA LARGE CAPOverlap
ICICI Bank Ltd.
Banks
9.42%9.12%9.12%
HDFC Bank Ltd.
Banks
9.16%8.20%8.20%
Reliance Industries Ltd.
Petroleum Products
5.98%5.26%5.26%
Axis Bank Ltd.
Banks
4.61%4.08%4.08%
Larsen & Toubro Ltd.
Construction
6.34%3.58%3.58%
Infosys Ltd.
It - Software
3.51%3.54%3.51%
Mahindra & Mahindra Ltd.
Automobiles
2.48%2.89%2.48%
Bharti Airtel Ltd.
Telecom - Services
4.11%2.19%2.19%
NTPC Ltd.
Power
2.55%1.79%1.79%
Interglobe Aviation Ltd.
Transport Services
1.88%1.56%1.56%
Power Grid Corporation Of India Ltd.
Power
1.42%1.43%1.42%
HDFC Life Insurance Company Ltd.
Insurance
1.17%1.93%1.17%
Hero Motocorp Ltd.
Automobiles
2.03%0.92%0.92%
Hyundai Motor India Ltd.
Automobiles
0.81%1.32%0.81%
Siemens Ltd.
Electrical Equipment
0.69%0.71%0.69%
Bank Of Baroda
Banks
0.59%1.73%0.59%
Tech Mahindra Ltd.
It - Software
0.47%1.85%0.47%
Hindustan Unilever Ltd.
Diversified Fmcg
0.19%2.64%0.19%
Tata Steel Ltd.
Ferrous Metals
0.07%2.56%0.07%

Unique to ICICI Prudential Large Cap

  • Maruti Suzuki India Ltd.3.89%
  • Ultratech Cement Ltd.3.41%

Unique to TATA LARGE CAP

  • KOTAK MAHINDRA BANK LTD.3.72%
  • STATE BANK OF INDIA3.54%
  • BAJAJ FINANCE LTD.3.04%

Sector Overlap Breakdown

Banks
22.0% (4)
Petroleum Products
5.3% (1)
Automobiles
4.2% (3)
It - Software
4.0% (2)
Construction
3.6% (1)
Power
3.2% (2)
Telecom - Services
2.2% (1)
Transport Services
1.6% (1)
Insurance
1.2% (1)
Electrical Equipment
0.7% (1)
Diversified Fmcg
0.2% (1)
Ferrous Metals
0.1% (1)

More comparisons for ICICI Prudential Large Cap

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