PGIM INDIA AGGRESSIVE HYBRID EQUITY FUND vs PGIM INDIA LARGE AND MIDCAP FUND
PGIM vs PGIM· Portfolio Overlap Analysis
44.4%High Overlap
32 common stocksRank #17055 / 20,000
Investor takeaway: At 44.4% 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 LARGE AND MIDCAP | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 6.26% | 4.19% | 4.19% |
ICICI Bank Ltd. Banks | 6.24% | 4.16% | 4.16% |
Reliance Industries Ltd. Petroleum Products | 3.75% | 3.93% | 3.75% |
Larsen & Toubro Ltd. Construction | 3.52% | 3.23% | 3.23% |
Bharti Airtel Ltd. Telecom - Services | 3.68% | 2.68% | 2.68% |
Bajaj Finance Ltd. Finance | 2.02% | 2.18% | 2.02% |
VARUN BEVERAGES LIMITED Beverages | 1.72% | 1.71% | 1.71% |
State Bank of India Banks | 2.29% | 1.66% | 1.66% |
Max Healthcare Institute Ltd. Healthcare Services | 1.42% | 1.54% | 1.42% |
ICICI Lombard General Insurance Co. Ltd. Insurance | 1.37% | 1.71% | 1.37% |
UNO Minda Ltd. Auto Components | 1.29% | 1.49% | 1.29% |
Dixon Technologies (India) Ltd. Consumer Durables | 1.54% | 1.18% | 1.18% |
Eternal Ltd. Retailing | 1.11% | 1.92% | 1.11% |
Vishal Mega Mart Ltd Retailing | 1.16% | 1.08% | 1.08% |
LG Electronics India Ltd. Consumer Durables | 1.07% | 1.00% | 1.00% |
Mahindra & Mahindra Ltd. Automobiles | 1.30% | 0.99% | 0.99% |
Bharat Electronics Ltd. Aerospace & Defense | 0.97% | 1.43% | 0.97% |
ICICI Prudential Asset Mgmt Co Ltd. Capital Markets | 0.93% | 1.64% | 0.93% |
SRF Ltd. Chemicals & Petrochemicals | 1.08% | 0.89% | 0.89% |
Ajanta Pharma Ltd. Pharmaceuticals & Biotechnology | 0.84% | 1.24% | 0.84% |
TVS Motor Company Ltd. Automobiles | 0.83% | 1.00% | 0.83% |
Multi Commodity Exchange Of India Ltd. Capital Markets | 0.81% | 1.21% | 0.81% |
Solar Industries India Ltd. Chemicals & Petrochemicals | 0.79% | 1.99% | 0.79% |
CG Power and Industrial Solutions Ltd. Electrical Equipment | 0.77% | 1.13% | 0.77% |
JB Chemicals & Pharmaceuticals Ltd. Pharmaceuticals & Biotechnology | 1.10% | 0.70% | 0.70% |
Titan Company Ltd. Consumer Durables | 2.36% | 0.68% | 0.68% |
Tata Consultancy Services Ltd. IT - Software | 0.66% | 2.53% | 0.66% |
Prestige Estates Projects Ltd. Realty | 0.62% | 1.01% | 0.62% |
PB Fintech Ltd. Financial Technology (Fintech) | 0.58% | 1.29% | 0.58% |
United Spirits Ltd. Beverages | 0.52% | 0.54% | 0.52% |
Nestle India Ltd. Food Products | 0.51% | 1.51% | 0.51% |
Muthoot Finance Ltd. Finance | 0.44% | 1.48% | 0.44% |
Unique to PGIM INDIA AGGRESSIVE HYBRID E
- PGIM Jennison Global Equity Opportunities Fund9.68%
Unique to PGIM INDIA LARGE AND MIDCAP
- Mankind Pharma Ltd.1.85%
Sector Overlap Breakdown
Banks10.0% (3)
Petroleum Products3.8% (1)
Construction3.2% (1)
Consumer Durables2.9% (3)
Telecom - Services2.7% (1)
Finance2.5% (2)
Beverages2.2% (2)
Retailing2.2% (2)
Automobiles1.8% (2)
Capital Markets1.7% (2)
Chemicals & Petrochemicals1.7% (2)
Pharmaceuticals & Biotechnology1.5% (2)
Healthcare Services1.4% (1)
Insurance1.4% (1)
Auto Components1.3% (1)
Aerospace & Defense1.0% (1)
Electrical Equipment0.8% (1)
IT - Software0.7% (1)
Realty0.6% (1)
Financial Technology (Fintech)0.6% (1)
Food Products0.5% (1)
More comparisons for PGIM INDIA AGGRESSIVE HYBRID E
- vs PGIM INDIA ELSS TAX SAVER56.1% · 36 stocks
- vs PGIM INDIA FLEXI CAP50.7% · 32 stocks
- vs PGIM INDIA LARGE CAP50.7% · 31 stocks
- vs CANARA ROBECO LARGE CAP46.1% · 28 stocks
- vs CANARA ROBECO FLEXICAP45.4% · 27 stocks
More comparisons for PGIM INDIA LARGE AND MIDCAP
- vs PGIM INDIA RETIREMENT62.3% · 54 stocks
- vs PGIM INDIA FLEXI CAP59.8% · 44 stocks
- vs PGIM INDIA ELSS TAX SAVER56.0% · 40 stocks
- vs PGIM INDIA MULTI CAP54.7% · 49 stocks
- vs PGIM INDIA LARGE CAP52.0% · 35 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.