PGIM INDIA AGGRESSIVE HYBRID EQUITY FUND vs PGIM INDIA LARGE CAP FUND
PGIM vs PGIM· Portfolio Overlap Analysis
50.7%High Overlap
31 common stocksRank #9385 / 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 (31)
| Stock | Wt% in PGIM INDIA AGGRESSIVE HYBRID E | Wt% in PGIM INDIA LARGE CAP | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 6.26% | 8.93% | 6.26% |
ICICI Bank Ltd. Banks | 6.24% | 7.94% | 6.24% |
Reliance Industries Ltd. Petroleum Products | 3.75% | 6.64% | 3.75% |
Bharti Airtel Ltd. Telecom - Services | 3.68% | 4.72% | 3.68% |
Larsen & Toubro Ltd. Construction | 3.52% | 4.44% | 3.52% |
Titan Company Ltd. Consumer Durables | 2.36% | 2.30% | 2.30% |
State Bank of India Banks | 2.29% | 2.91% | 2.29% |
Bajaj Finance Ltd. Finance | 2.02% | 2.94% | 2.02% |
VARUN BEVERAGES LIMITED Beverages | 1.72% | 2.11% | 1.72% |
Ultratech Cement Ltd. Cement & Cement Products | 1.47% | 2.04% | 1.47% |
Persistent Systems Ltd. IT - Software | 1.43% | 1.31% | 1.31% |
Mahindra & Mahindra Ltd. Automobiles | 1.30% | 1.67% | 1.30% |
Eternal Ltd. Retailing | 1.11% | 2.26% | 1.11% |
Britannia Industries Ltd. Food Products | 1.10% | 1.28% | 1.10% |
Max Healthcare Institute Ltd. Healthcare Services | 1.42% | 1.06% | 1.06% |
ICICI Lombard General Insurance Co. Ltd. Insurance | 1.37% | 1.03% | 1.03% |
Vishal Mega Mart Ltd Retailing | 1.16% | 0.96% | 0.96% |
ICICI Prudential Asset Mgmt Co Ltd. Capital Markets | 0.93% | 1.07% | 0.93% |
LG Electronics India Ltd. Consumer Durables | 1.07% | 0.85% | 0.85% |
TVS Motor Company Ltd. Automobiles | 0.83% | 2.13% | 0.83% |
Bharat Electronics Ltd. Aerospace & Defense | 0.97% | 0.77% | 0.77% |
CG Power and Industrial Solutions Ltd. Electrical Equipment | 0.77% | 1.29% | 0.77% |
Solar Industries India Ltd. Chemicals & Petrochemicals | 0.79% | 0.76% | 0.76% |
ITC Ltd. Diversified FMCG | 0.71% | 0.75% | 0.71% |
Dixon Technologies (India) Ltd. Consumer Durables | 1.54% | 0.68% | 0.68% |
Tata Consultancy Services Ltd. IT - Software | 0.66% | 2.56% | 0.66% |
Prestige Estates Projects Ltd. Realty | 0.62% | 0.98% | 0.62% |
PB Fintech Ltd. Financial Technology (Fintech) | 0.58% | 1.06% | 0.58% |
United Spirits Ltd. Beverages | 0.52% | 0.79% | 0.52% |
Infosys Ltd. IT - Software | 0.44% | 1.68% | 0.44% |
Muthoot Finance Ltd. Finance | 0.44% | 1.42% | 0.44% |
Unique to PGIM INDIA AGGRESSIVE HYBRID E
- PGIM Jennison Global Equity Opportunities Fund9.68%
Unique to PGIM INDIA LARGE CAP
- Kotak Mahindra Bank Ltd.2.94%
Sector Overlap Breakdown
Banks14.8% (3)
Consumer Durables3.8% (3)
Petroleum Products3.8% (1)
Telecom - Services3.7% (1)
Construction3.5% (1)
Finance2.5% (2)
IT - Software2.4% (3)
Beverages2.2% (2)
Automobiles2.1% (2)
Retailing2.1% (2)
Cement & Cement Products1.5% (1)
Food Products1.1% (1)
Healthcare Services1.1% (1)
Insurance1.0% (1)
Capital Markets0.9% (1)
Aerospace & Defense0.8% (1)
Electrical Equipment0.8% (1)
Chemicals & Petrochemicals0.8% (1)
Diversified FMCG0.7% (1)
Realty0.6% (1)
Financial Technology (Fintech)0.6% (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 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 LARGE CAP
- vs CANARA ROBECO LARGE CAP69.5% · 37 stocks
- vs Axis Large Cap65.5% · 35 stocks
- vs PGIM INDIA FLEXI CAP64.9% · 39 stocks
- vs Baroda BNP Paribas Nifty 50 In63.1% · 28 stocks
- vs HDFC NIFTY 50 ETF63.1% · 28 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.