PGIM INDIA AGGRESSIVE HYBRID EQUITY FUND vs PGIM INDIA BALANCED ADVANTAGE FUND

PGIM vs PGIM· Portfolio Overlap Analysis

42.4%High Overlap
36 common stocksRank #19745 / 20,000

Investor takeaway: At 42.4% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (36)

StockWt% in PGIM INDIA AGGRESSIVE HYBRID EWt% in PGIM INDIA BALANCED ADVANTAGEOverlap
HDFC Bank Ltd.
Banks
6.26%6.06%6.06%
ICICI Bank Ltd.
Banks
6.24%4.42%4.42%
Reliance Industries Ltd.
Petroleum Products
3.75%4.42%3.75%
State Bank of India
Banks
2.29%2.40%2.29%
Bharti Airtel Ltd.
Telecom - Services
3.68%2.28%2.28%
Larsen & Toubro Ltd.
Construction
3.52%1.79%1.79%
Bajaj Finance Ltd.
Finance
2.02%1.76%1.76%
VARUN BEVERAGES LIMITED
Beverages
1.72%1.29%1.29%
Titan Company Ltd.
Consumer Durables
2.36%1.23%1.23%
Mahindra & Mahindra Ltd.
Automobiles
1.30%1.20%1.20%
Eternal Ltd.
Retailing
1.11%1.08%1.08%
SRF Ltd.
Chemicals & Petrochemicals
1.08%1.20%1.08%
Britannia Industries Ltd.
Food Products
1.10%0.89%0.89%
Bharat Electronics Ltd.
Aerospace & Defense
0.97%0.83%0.83%
TVS Motor Company Ltd.
Automobiles
0.83%1.09%0.83%
Ultratech Cement Ltd.
Cement & Cement Products
1.47%0.75%0.75%
JB Chemicals & Pharmaceuticals Ltd.
Pharmaceuticals & Biotechnology
1.10%0.75%0.75%
Max Healthcare Institute Ltd.
Healthcare Services
1.42%0.72%0.72%
UNO Minda Ltd.
Auto Components
1.29%0.71%0.71%
Tata Consultancy Services Ltd.
IT - Software
0.66%0.89%0.66%
Persistent Systems Ltd.
IT - Software
1.43%0.65%0.65%
Solar Industries India Ltd.
Chemicals & Petrochemicals
0.79%0.64%0.64%
CG Power and Industrial Solutions Ltd.
Electrical Equipment
0.77%0.64%0.64%
Multi Commodity Exchange Of India Ltd.
Capital Markets
0.81%0.60%0.60%
Vishal Mega Mart Ltd
Retailing
1.16%0.58%0.58%
LTIMindtree Ltd.
IT - Software
0.54%0.76%0.54%
Dixon Technologies (India) Ltd.
Consumer Durables
1.54%0.53%0.53%
ICICI Lombard General Insurance Co. Ltd.
Insurance
1.37%0.52%0.52%
United Spirits Ltd.
Beverages
0.52%1.00%0.52%
Prestige Estates Projects Ltd.
Realty
0.62%0.50%0.50%
Infosys Ltd.
IT - Software
0.44%1.52%0.44%
Muthoot Finance Ltd.
Finance
0.44%0.44%0.44%
PB Fintech Ltd.
Financial Technology (Fintech)
0.58%0.43%0.43%
LG Electronics India Ltd.
Consumer Durables
1.07%0.37%0.37%
ITC Ltd.
Diversified FMCG
0.71%0.33%0.33%
Nestle India Ltd.
Food Products
0.51%0.33%0.33%

Unique to PGIM INDIA AGGRESSIVE HYBRID E

  • PGIM Jennison Global Equity Opportunities Fund9.68%

Unique to PGIM INDIA BALANCED ADVANTAGE

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
12.8% (3)
Petroleum Products
3.8% (1)
IT - Software
2.3% (4)
Telecom - Services
2.3% (1)
Finance
2.2% (2)
Consumer Durables
2.1% (3)
Automobiles
2.0% (2)
Beverages
1.8% (2)
Construction
1.8% (1)
Chemicals & Petrochemicals
1.7% (2)
Retailing
1.7% (2)
Food Products
1.2% (2)
Aerospace & Defense
0.8% (1)
Cement & Cement Products
0.8% (1)
Pharmaceuticals & Biotechnology
0.8% (1)
Healthcare Services
0.7% (1)
Auto Components
0.7% (1)
Electrical Equipment
0.6% (1)
Capital Markets
0.6% (1)
Insurance
0.5% (1)
Realty
0.5% (1)
Financial Technology (Fintech)
0.4% (1)
Diversified FMCG
0.3% (1)

More comparisons for PGIM INDIA AGGRESSIVE HYBRID E

More comparisons for PGIM INDIA BALANCED ADVANTAGE

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