ICICI Prudential Nifty 50 ETF vs ICICI Prudential Value Fund

ICICI vs ICICI· Portfolio Overlap Analysis

57.8%High Overlap
28 common stocksRank #5934 / 20,000

Investor takeaway: At 57.8% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (28)

StockWt% in ICICI Prudential Nifty 50 ETFWt% in ICICI Prudential ValueOverlap
ICICI Bank Ltd.
Banks
8.58%8.71%8.58%
HDFC Bank Ltd.
Banks
11.83%8.05%8.05%
Reliance Industries Ltd.
Petroleum Products
8.20%6.13%6.13%
Infosys Ltd.
It - Software
3.97%5.93%3.97%
Axis Bank Ltd.
Banks
3.45%3.13%3.13%
ITC Ltd.
Diversified Fmcg
2.63%5.19%2.63%
State Bank Of India
Banks
4.34%2.37%2.37%
Tata Consultancy Services Ltd.
It - Software
2.35%4.01%2.35%
Larsen & Toubro Ltd.
Construction
4.38%1.92%1.92%
Hindustan Unilever Ltd.
Diversified Fmcg
1.81%3.03%1.81%
Maruti Suzuki India Ltd.
Automobiles
1.70%2.15%1.70%
Bharti Airtel Ltd.
Telecom - Services
4.56%1.65%1.65%
Sun Pharmaceutical Industries Ltd.
Pharmaceuticals & Biotechnology
1.60%4.44%1.60%
NTPC Ltd.
Power
1.58%3.15%1.58%
Kotak Mahindra Bank Ltd.
Banks
2.66%1.53%1.53%
Bajaj Finserv Ltd.
Finance
0.99%1.36%0.99%
Tata Steel Ltd.
Ferrous Metals
1.53%0.95%0.95%
Oil & Natural Gas Corporation Ltd.
Oil
0.95%1.21%0.95%
SBI Life Insurance Company Ltd.
Insurance
0.80%2.76%0.80%
Asian Paints Ltd.
Consumer Durables
0.94%0.78%0.78%
Tata Motors Passenger Vehicles Ltd.
Automobiles
0.70%1.68%0.70%
Dr. Reddy's Laboratories Ltd.
Pharmaceuticals & Biotechnology
0.68%2.07%0.68%
HDFC Life Insurance Company Ltd.
Insurance
0.67%1.38%0.67%
Cipla Ltd.
Pharmaceuticals & Biotechnology
0.66%1.24%0.66%
Wipro Ltd.
It - Software
0.50%0.97%0.50%
Ultratech Cement Ltd.
Cement & Cement Products
1.31%0.42%0.42%
HCL Technologies Ltd.
It - Software
1.28%0.40%0.40%
Power Grid Corporation Of India Ltd.
Power
1.18%0.32%0.32%

Unique to ICICI Prudential Nifty 50 ETF

  • Mahindra & Mahindra Ltd.2.64%

Unique to ICICI Prudential Value

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
23.7% (5)
It - Software
7.2% (4)
Petroleum Products
6.1% (1)
Diversified Fmcg
4.4% (2)
Pharmaceuticals & Biotechnology
2.9% (3)
Automobiles
2.4% (2)
Construction
1.9% (1)
Power
1.9% (2)
Telecom - Services
1.6% (1)
Insurance
1.5% (2)
Finance
1.0% (1)
Ferrous Metals
0.9% (1)
Oil
0.9% (1)
Consumer Durables
0.8% (1)
Cement & Cement Products
0.4% (1)

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