ICICI Prudential Transportation and Logistics Fund vs TATA NIFTY AUTO INDEX FUND
ICICI vs Tata· Portfolio Overlap Analysis
48.4%High Overlap
12 common stocksRank #11828 / 20,000
Investor takeaway: At 48.4% 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 (12)
| Stock | Wt% in ICICI Prudential Transportatio | Wt% in TATA NIFTY AUTO INDEX | Overlap |
|---|---|---|---|
Mahindra & Mahindra Ltd. Automobiles | 12.12% | 24.14% | 12.12% |
Maruti Suzuki India Ltd. Automobiles | 7.41% | 15.52% | 7.41% |
TVS Motor Company Ltd. Automobiles | 7.21% | 7.23% | 7.21% |
Bajaj Auto Ltd. Automobiles | 6.16% | 8.80% | 6.16% |
Tata Motors Passenger Vehicles Ltd. Automobiles | 4.51% | 6.37% | 4.51% |
Samvardhana Motherson International Ltd. Auto Components | 3.34% | 4.71% | 3.34% |
Eicher Motors Ltd. Automobiles | 2.95% | 8.78% | 2.95% |
Sona Blw Precision Forgings Ltd. Auto Components | 1.85% | 1.91% | 1.85% |
Bosch Ltd. Auto Components | 0.99% | 2.51% | 0.99% |
Tube Investments of India Ltd. Auto Components | 0.78% | 2.34% | 0.78% |
Ashok Leyland Ltd. Agricultural, Commercial & Construction Vehicles | 0.62% | 4.81% | 0.62% |
Exide Industries Ltd. Auto Components | 0.45% | 1.21% | 0.45% |
Unique to ICICI Prudential Transportatio
- Eternal Ltd.8.80%
- Interglobe Aviation Ltd.6.89%
- Tata Motors Ltd.3.12%
Unique to TATA NIFTY AUTO INDEX
- HERO MOTOCORP LTD.5.90%
- BHARAT FORGE LTD.4.06%
Sector Overlap Breakdown
Automobiles40.4% (6)
Auto Components7.4% (5)
Agricultural, Commercial & Construction Vehicles0.6% (1)
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.