ICICI Prudential Rural Opportunities Fund vs Kotak Rural Opportunities Fund

ICICI vs Kotak· Portfolio Overlap Analysis

47.5%High Overlap
22 common stocksRank #12675 / 20,000

Investor takeaway: At 47.5% 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 (22)

StockWt% in ICICI Prudential Rural OpportuWt% in Kotak Rural OpportunitiesOverlap
Bharti Airtel Ltd.
Telecom - Services
9.05%8.45%8.45%
Mahindra & Mahindra Ltd.
Automobiles
5.37%7.64%5.37%
State Bank Of India
Banks
4.76%9.86%4.76%
ITC Ltd.
Diversified Fmcg
3.63%3.52%3.52%
Britannia Industries Ltd.
Food Products
3.26%3.10%3.10%
TVS Motor Company Ltd.
Automobiles
3.07%3.26%3.07%
NTPC Ltd.
Power
4.07%2.79%2.79%
Ultratech Cement Ltd.
Cement & Cement Products
3.20%2.71%2.71%
Godrej Consumer Products Ltd.
Personal Products
2.23%2.09%2.09%
Cholamandalam Investment And Finance Company Ltd.
Finance
1.68%2.14%1.68%
SBI Life Insurance Company Ltd.
Insurance
1.66%2.06%1.66%
Hindustan Unilever Ltd.
Diversified Fmcg
7.25%1.64%1.64%
Bajaj Auto Ltd.
Automobiles
4.34%1.21%1.21%
Marico Ltd.
Agricultural Food & Other Products
1.16%1.60%1.16%
Maruti Suzuki India Ltd.
Automobiles
2.80%1.00%1.00%
Bajaj Finance Ltd.
Finance
0.79%2.52%0.79%
Blue Star Ltd.
Consumer Durables
0.77%0.71%0.71%
Emami Ltd.
Personal Products
0.67%3.69%0.67%
Bank Of Baroda
Banks
0.70%0.51%0.51%
Crompton Greaves Consumer Electricals Ltd.
Consumer Durables
0.40%0.51%0.40%
Ashok Leyland Ltd.
Agricultural, Commercial & Construction Vehicles
0.21%1.07%0.21%
Godrej Agrovet Ltd.
Food Products
0.00%0.52%0.00%

Unique to ICICI Prudential Rural Opportu

  • HDFC Bank Ltd.3.94%
  • Life Insurance Corporation of India3.43%

Unique to Kotak Rural Opportunities

  • AVANTI FEEDS LTD4.36%
  • SHRIRAM FINANCE LIMITED3.20%
  • MRF Ltd.2.85%

Sector Overlap Breakdown

Automobiles
10.7% (4)
Telecom - Services
8.4% (1)
Banks
5.3% (2)
Diversified Fmcg
5.2% (2)
Food Products
3.1% (2)
Power
2.8% (1)
Personal Products
2.8% (2)
Cement & Cement Products
2.7% (1)
Finance
2.5% (2)
Insurance
1.7% (1)
Agricultural Food & Other Products
1.2% (1)
Consumer Durables
1.1% (2)
Agricultural, Commercial & Construction Vehicles
0.2% (1)

More comparisons for ICICI Prudential Rural Opportu

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