PGIM INDIA AGGRESSIVE HYBRID EQUITY FUND vs PGIM INDIA RETIREMENT FUND

PGIM vs PGIM· Portfolio Overlap Analysis

44.4%High Overlap
34 common stocksRank #17021 / 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 (34)

StockWt% in PGIM INDIA AGGRESSIVE HYBRID EWt% in PGIM INDIA RETIREMENTOverlap
ICICI Bank Ltd.
Banks
6.24%5.63%5.63%
HDFC Bank Ltd.
Banks
6.26%4.52%4.52%
Reliance Industries Ltd.
Petroleum Products
3.75%4.06%3.75%
Bharti Airtel Ltd.
Telecom - Services
3.68%2.06%2.06%
Bajaj Finance Ltd.
Finance
2.02%2.01%2.01%
VARUN BEVERAGES LIMITED
Beverages
1.72%1.53%1.53%
Ultratech Cement Ltd.
Cement & Cement Products
1.47%1.44%1.44%
Max Healthcare Institute Ltd.
Healthcare Services
1.42%1.49%1.42%
ICICI Lombard General Insurance Co. Ltd.
Insurance
1.37%1.43%1.37%
Dixon Technologies (India) Ltd.
Consumer Durables
1.54%1.16%1.16%
Eternal Ltd.
Retailing
1.11%1.50%1.11%
Sai Life Sciences Ltd
Pharmaceuticals & Biotechnology
1.11%1.38%1.11%
Vishal Mega Mart Ltd
Retailing
1.16%1.10%1.10%
JB Chemicals & Pharmaceuticals Ltd.
Pharmaceuticals & Biotechnology
1.10%1.71%1.10%
SRF Ltd.
Chemicals & Petrochemicals
1.08%1.09%1.08%
Clean Max Enviro Energy Solutions Ltd.
Power
1.01%1.05%1.01%
Larsen & Toubro Ltd.
Construction
3.52%0.96%0.96%
ICICI Prudential Asset Mgmt Co Ltd.
Capital Markets
0.93%0.95%0.93%
Bharat Electronics Ltd.
Aerospace & Defense
0.97%0.89%0.89%
UNO Minda Ltd.
Auto Components
1.29%0.84%0.84%
Doms Industries Ltd.
Household Products
1.02%0.84%0.84%
Multi Commodity Exchange Of India Ltd.
Capital Markets
0.81%1.90%0.81%
LG Electronics India Ltd.
Consumer Durables
1.07%0.80%0.80%
Solar Industries India Ltd.
Chemicals & Petrochemicals
0.79%2.01%0.79%
CG Power and Industrial Solutions Ltd.
Electrical Equipment
0.77%0.85%0.77%
Sona BLW Precision Forgings Ltd.
Auto Components
0.74%0.81%0.74%
Persistent Systems Ltd.
IT - Software
1.43%0.73%0.73%
Home First Finance Company India Ltd.
Finance
0.75%0.69%0.69%
Tata Consultancy Services Ltd.
IT - Software
0.66%1.66%0.66%
Prestige Estates Projects Ltd.
Realty
0.62%1.05%0.62%
United Spirits Ltd.
Beverages
0.52%0.55%0.52%
Nestle India Ltd.
Food Products
0.51%0.89%0.51%
PB Fintech Ltd.
Financial Technology (Fintech)
0.58%0.48%0.48%
Sagility Ltd.
IT - Services
0.71%0.46%0.46%

Unique to PGIM INDIA AGGRESSIVE HYBRID E

  • PGIM Jennison Global Equity Opportunities Fund9.68%
  • Titan Company Ltd.2.36%
  • State Bank of India2.29%

Unique to PGIM INDIA RETIREMENT

  • Rubicon Research Ltd.1.64%

Sector Overlap Breakdown

Banks
10.2% (2)
Petroleum Products
3.8% (1)
Finance
2.7% (2)
Retailing
2.2% (2)
Pharmaceuticals & Biotechnology
2.2% (2)
Telecom - Services
2.1% (1)
Beverages
2.0% (2)
Consumer Durables
2.0% (2)
Chemicals & Petrochemicals
1.9% (2)
Capital Markets
1.7% (2)
Auto Components
1.6% (2)
Cement & Cement Products
1.4% (1)
Healthcare Services
1.4% (1)
IT - Software
1.4% (2)
Insurance
1.4% (1)
Power
1.0% (1)
Construction
1.0% (1)
Aerospace & Defense
0.9% (1)
Household Products
0.8% (1)
Electrical Equipment
0.8% (1)
Realty
0.6% (1)
Food Products
0.5% (1)
Financial Technology (Fintech)
0.5% (1)
IT - Services
0.5% (1)

More comparisons for PGIM INDIA AGGRESSIVE HYBRID E

More comparisons for PGIM INDIA RETIREMENT

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