PGIM INDIA AGGRESSIVE HYBRID EQUITY FUND vs PGIM INDIA ELSS TAX SAVER FUND

PGIM vs PGIM· Portfolio Overlap Analysis

56.1%High Overlap
36 common stocksRank #6483 / 20,000

Investor takeaway: At 56.1% 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 ELSS TAX SAVEROverlap
HDFC Bank Ltd.
Banks
6.26%8.22%6.26%
ICICI Bank Ltd.
Banks
6.24%6.82%6.24%
Reliance Industries Ltd.
Petroleum Products
3.75%4.91%3.75%
Bharti Airtel Ltd.
Telecom - Services
3.68%3.84%3.68%
Larsen & Toubro Ltd.
Construction
3.52%3.40%3.40%
State Bank of India
Banks
2.29%2.38%2.29%
Bajaj Finance Ltd.
Finance
2.02%2.87%2.02%
VARUN BEVERAGES LIMITED
Beverages
1.72%1.94%1.72%
Dixon Technologies (India) Ltd.
Consumer Durables
1.54%1.74%1.54%
Titan Company Ltd.
Consumer Durables
2.36%1.51%1.51%
Ultratech Cement Ltd.
Cement & Cement Products
1.47%2.48%1.47%
Persistent Systems Ltd.
IT - Software
1.43%1.55%1.43%
Max Healthcare Institute Ltd.
Healthcare Services
1.42%1.76%1.42%
ICICI Lombard General Insurance Co. Ltd.
Insurance
1.37%2.59%1.37%
UNO Minda Ltd.
Auto Components
1.29%2.22%1.29%
Vishal Mega Mart Ltd
Retailing
1.16%1.21%1.16%
Eternal Ltd.
Retailing
1.11%1.79%1.11%
SRF Ltd.
Chemicals & Petrochemicals
1.08%1.19%1.08%
Clean Max Enviro Energy Solutions Ltd.
Power
1.01%1.03%1.01%
Mahindra & Mahindra Ltd.
Automobiles
1.30%0.98%0.98%
Bharat Electronics Ltd.
Aerospace & Defense
0.97%1.19%0.97%
ICICI Prudential Asset Mgmt Co Ltd.
Capital Markets
0.93%1.12%0.93%
TVS Motor Company Ltd.
Automobiles
0.83%1.12%0.83%
LG Electronics India Ltd.
Consumer Durables
1.07%0.82%0.82%
Multi Commodity Exchange Of India Ltd.
Capital Markets
0.81%0.84%0.81%
Solar Industries India Ltd.
Chemicals & Petrochemicals
0.79%1.39%0.79%
CG Power and Industrial Solutions Ltd.
Electrical Equipment
0.77%1.10%0.77%
Sai Life Sciences Ltd
Pharmaceuticals & Biotechnology
1.11%0.75%0.75%
Home First Finance Company India Ltd.
Finance
0.75%0.72%0.72%
Sona BLW Precision Forgings Ltd.
Auto Components
0.74%0.70%0.70%
ITC Ltd.
Diversified FMCG
0.71%0.70%0.70%
Tata Consultancy Services Ltd.
IT - Software
0.66%1.58%0.66%
Doms Industries Ltd.
Household Products
1.02%0.63%0.63%
United Spirits Ltd.
Beverages
0.52%0.63%0.52%
Infosys Ltd.
IT - Software
0.44%1.69%0.44%
Sagility Ltd.
IT - Services
0.71%0.29%0.29%

Unique to PGIM INDIA AGGRESSIVE HYBRID E

  • PGIM Jennison Global Equity Opportunities Fund9.68%

Unique to PGIM INDIA ELSS TAX SAVER

  • Kotak Mahindra Bank Ltd.2.40%

Sector Overlap Breakdown

Banks
14.8% (3)
Consumer Durables
3.9% (3)
Petroleum Products
3.8% (1)
Telecom - Services
3.7% (1)
Construction
3.4% (1)
Finance
2.7% (2)
IT - Software
2.5% (3)
Retailing
2.3% (2)
Beverages
2.2% (2)
Auto Components
2.0% (2)
Chemicals & Petrochemicals
1.9% (2)
Automobiles
1.8% (2)
Capital Markets
1.7% (2)
Cement & Cement Products
1.5% (1)
Healthcare Services
1.4% (1)
Insurance
1.4% (1)
Power
1.0% (1)
Aerospace & Defense
1.0% (1)
Electrical Equipment
0.8% (1)
Pharmaceuticals & Biotechnology
0.8% (1)
Diversified FMCG
0.7% (1)
Household Products
0.6% (1)
IT - Services
0.3% (1)

More comparisons for PGIM INDIA AGGRESSIVE HYBRID E

More comparisons for PGIM INDIA ELSS TAX SAVER

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