PGIM INDIA AGGRESSIVE HYBRID EQUITY FUND vs PGIM INDIA FLEXI CAP FUND
PGIM vs PGIM· Portfolio Overlap Analysis
50.7%High Overlap
32 common stocksRank #9355 / 20,000
Investor takeaway: At 50.7% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.
Common Holdings (32)
| Stock | Wt% in PGIM INDIA AGGRESSIVE HYBRID E | Wt% in PGIM INDIA FLEXI CAP | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 6.26% | 7.36% | 6.26% |
ICICI Bank Ltd. Banks | 6.24% | 6.64% | 6.24% |
Reliance Industries Ltd. Petroleum Products | 3.75% | 4.01% | 3.75% |
Bharti Airtel Ltd. Telecom - Services | 3.68% | 3.28% | 3.28% |
State Bank of India Banks | 2.29% | 2.31% | 2.29% |
Larsen & Toubro Ltd. Construction | 3.52% | 2.13% | 2.13% |
Bajaj Finance Ltd. Finance | 2.02% | 2.19% | 2.02% |
Titan Company Ltd. Consumer Durables | 2.36% | 1.79% | 1.79% |
VARUN BEVERAGES LIMITED Beverages | 1.72% | 1.97% | 1.72% |
Persistent Systems Ltd. IT - Software | 1.43% | 1.73% | 1.43% |
Max Healthcare Institute Ltd. Healthcare Services | 1.42% | 1.38% | 1.38% |
Mahindra & Mahindra Ltd. Automobiles | 1.30% | 1.90% | 1.30% |
UNO Minda Ltd. Auto Components | 1.29% | 1.37% | 1.29% |
Dixon Technologies (India) Ltd. Consumer Durables | 1.54% | 1.16% | 1.16% |
Vishal Mega Mart Ltd Retailing | 1.16% | 1.40% | 1.16% |
Eternal Ltd. Retailing | 1.11% | 1.93% | 1.11% |
Britannia Industries Ltd. Food Products | 1.10% | 1.78% | 1.10% |
ICICI Lombard General Insurance Co. Ltd. Insurance | 1.37% | 1.02% | 1.02% |
Bharat Electronics Ltd. Aerospace & Defense | 0.97% | 1.55% | 0.97% |
ICICI Prudential Asset Mgmt Co Ltd. Capital Markets | 0.93% | 1.28% | 0.93% |
SRF Ltd. Chemicals & Petrochemicals | 1.08% | 0.92% | 0.92% |
LG Electronics India Ltd. Consumer Durables | 1.07% | 0.83% | 0.83% |
TVS Motor Company Ltd. Automobiles | 0.83% | 2.50% | 0.83% |
Multi Commodity Exchange Of India Ltd. Capital Markets | 0.81% | 1.45% | 0.81% |
Solar Industries India Ltd. Chemicals & Petrochemicals | 0.79% | 1.10% | 0.79% |
CG Power and Industrial Solutions Ltd. Electrical Equipment | 0.77% | 1.12% | 0.77% |
Doms Industries Ltd. Household Products | 1.02% | 0.71% | 0.71% |
Sagility Ltd. IT - Services | 0.71% | 0.92% | 0.71% |
Tata Consultancy Services Ltd. IT - Software | 0.66% | 1.91% | 0.66% |
Sai Life Sciences Ltd Pharmaceuticals & Biotechnology | 1.11% | 0.63% | 0.63% |
Muthoot Finance Ltd. Finance | 0.44% | 1.89% | 0.44% |
Clean Max Enviro Energy Solutions Ltd. Power | 1.01% | 0.30% | 0.30% |
Unique to PGIM INDIA AGGRESSIVE HYBRID E
- PGIM Jennison Global Equity Opportunities Fund9.68%
Unique to PGIM INDIA FLEXI CAP
All top holdings are shared with the other fund.
Sector Overlap Breakdown
Banks14.8% (3)
Consumer Durables3.8% (3)
Petroleum Products3.8% (1)
Telecom - Services3.3% (1)
Finance2.5% (2)
Retailing2.3% (2)
Construction2.1% (1)
Automobiles2.1% (2)
IT - Software2.1% (2)
Capital Markets1.7% (2)
Beverages1.7% (1)
Chemicals & Petrochemicals1.7% (2)
Healthcare Services1.4% (1)
Auto Components1.3% (1)
Food Products1.1% (1)
Insurance1.0% (1)
Aerospace & Defense1.0% (1)
Electrical Equipment0.8% (1)
Household Products0.7% (1)
IT - Services0.7% (1)
Pharmaceuticals & Biotechnology0.6% (1)
Power0.3% (1)
More comparisons for PGIM INDIA AGGRESSIVE HYBRID E
- vs PGIM INDIA ELSS TAX SAVER56.1% · 36 stocks
- vs PGIM INDIA LARGE CAP50.7% · 31 stocks
- vs CANARA ROBECO LARGE CAP46.1% · 28 stocks
- vs CANARA ROBECO FLEXICAP45.4% · 27 stocks
- vs PGIM INDIA RETIREMENT44.4% · 34 stocks
More comparisons for PGIM INDIA FLEXI CAP
- vs PGIM INDIA LARGE CAP64.9% · 39 stocks
- vs PGIM INDIA ELSS TAX SAVER64.7% · 47 stocks
- vs PGIM INDIA LARGE AND MIDCAP59.8% · 44 stocks
- vs PGIM INDIA MULTI CAP58.9% · 57 stocks
- vs CANARA ROBECO FLEXICAP55.8% · 32 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.