PGIM INDIA AGGRESSIVE HYBRID EQUITY FUND vs PGIM INDIA MULTI CAP FUND

PGIM vs PGIM· Portfolio Overlap Analysis

44.1%High Overlap
35 common stocksRank #17328 / 20,000

Investor takeaway: At 44.1% overlap, a significant part of these portfolios is identical. Make sure both funds actually serve different jobs in your allocation.

Common Holdings (35)

StockWt% in PGIM INDIA AGGRESSIVE HYBRID EWt% in PGIM INDIA MULTI CAPOverlap
ICICI Bank Ltd.
Banks
6.24%4.19%4.19%
HDFC Bank Ltd.
Banks
6.26%4.16%4.16%
Reliance Industries Ltd.
Petroleum Products
3.75%3.08%3.08%
State Bank of India
Banks
2.29%2.19%2.19%
Larsen & Toubro Ltd.
Construction
3.52%2.17%2.17%
VARUN BEVERAGES LIMITED
Beverages
1.72%1.48%1.48%
Persistent Systems Ltd.
IT - Software
1.43%1.82%1.43%
Bajaj Finance Ltd.
Finance
2.02%1.42%1.42%
ICICI Lombard General Insurance Co. Ltd.
Insurance
1.37%1.72%1.37%
Bharti Airtel Ltd.
Telecom - Services
3.68%1.34%1.34%
Dixon Technologies (India) Ltd.
Consumer Durables
1.54%1.18%1.18%
Max Healthcare Institute Ltd.
Healthcare Services
1.42%1.14%1.14%
Vishal Mega Mart Ltd
Retailing
1.16%1.13%1.13%
Eternal Ltd.
Retailing
1.11%1.75%1.11%
LG Electronics India Ltd.
Consumer Durables
1.07%1.41%1.07%
JB Chemicals & Pharmaceuticals Ltd.
Pharmaceuticals & Biotechnology
1.10%1.02%1.02%
SRF Ltd.
Chemicals & Petrochemicals
1.08%1.02%1.02%
Doms Industries Ltd.
Household Products
1.02%1.34%1.02%
Clean Max Enviro Energy Solutions Ltd.
Power
1.01%1.01%1.01%
Ultratech Cement Ltd.
Cement & Cement Products
1.47%1.00%1.00%
Bharat Electronics Ltd.
Aerospace & Defense
0.97%0.95%0.95%
ICICI Prudential Asset Mgmt Co Ltd.
Capital Markets
0.93%0.92%0.92%
Sai Life Sciences Ltd
Pharmaceuticals & Biotechnology
1.11%0.91%0.91%
TVS Motor Company Ltd.
Automobiles
0.83%2.43%0.83%
Multi Commodity Exchange Of India Ltd.
Capital Markets
0.81%1.33%0.81%
Solar Industries India Ltd.
Chemicals & Petrochemicals
0.79%1.18%0.79%
CG Power and Industrial Solutions Ltd.
Electrical Equipment
0.77%1.82%0.77%
Sona BLW Precision Forgings Ltd.
Auto Components
0.74%0.74%0.74%
Home First Finance Company India Ltd.
Finance
0.75%0.70%0.70%
Tata Consultancy Services Ltd.
IT - Software
0.66%0.83%0.66%
Prestige Estates Projects Ltd.
Realty
0.62%0.81%0.62%
Sagility Ltd.
IT - Services
0.71%0.54%0.54%
Mahindra & Mahindra Ltd.
Automobiles
1.30%0.50%0.50%
Infosys Ltd.
IT - Software
0.44%0.54%0.44%
Muthoot Finance Ltd.
Finance
0.44%0.69%0.44%

Unique to PGIM INDIA AGGRESSIVE HYBRID E

  • PGIM Jennison Global Equity Opportunities Fund9.68%
  • Titan Company Ltd.2.36%

Unique to PGIM INDIA MULTI CAP

  • Max Financial Services Ltd.2.18%

Sector Overlap Breakdown

Banks
10.5% (3)
Petroleum Products
3.1% (1)
Finance
2.6% (3)
IT - Software
2.5% (3)
Consumer Durables
2.3% (2)
Retailing
2.2% (2)
Construction
2.2% (1)
Pharmaceuticals & Biotechnology
1.9% (2)
Chemicals & Petrochemicals
1.8% (2)
Capital Markets
1.7% (2)
Beverages
1.5% (1)
Insurance
1.4% (1)
Telecom - Services
1.3% (1)
Automobiles
1.3% (2)
Healthcare Services
1.1% (1)
Household Products
1.0% (1)
Power
1.0% (1)
Cement & Cement Products
1.0% (1)
Aerospace & Defense
0.9% (1)
Electrical Equipment
0.8% (1)
Auto Components
0.7% (1)
Realty
0.6% (1)
IT - Services
0.5% (1)

More comparisons for PGIM INDIA AGGRESSIVE HYBRID E

More comparisons for PGIM INDIA MULTI CAP

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