How much do HDFC Manufacturing Fund and ICICI Prudential Infrastructure Fund overlap?

They share 9 common holdings, a weighted portfolio overlap of about 6.09% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 6.09% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

HDFC Manufacturing Fund vs ICICI Prudential Infrastructure Fund

HDFC MF · Sectoral / ThematicICICI Pru MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

6.09%

Low overlap

Common

Only HDFC

Only ICICI

9 of 133 unique stocks in common · Jaccard: 6.8%

Common holdings

Stock	in HDFC	in ICICI
Reliance IndustriesPetroleum Products	5.27%	2.26%
Ambuja CementsCement & Cement Products	2.12%	1.04%
CIE Automotive IndiaAuto Components	1.04%	0.87%
ABB IndiaElectrical Equipment	0.49%	1.56%
Sona BLW Precision ForgingsAuto Components	0.43%	1.11%
GMM PfaudlerIndustrial Manufacturing	0.28%	1.27%
Siemens Energy IndiaElectrical Equipment	0.94%	0.25%
Orient RefractoriesIndustrial Products	0.24%	0.48%
Carborundum UniversalIndustrial Products	0.53%	0.23%

FAQ

How much do HDFC Manufacturing Fund and ICICI Prudential Infrastructure Fund overlap?: They share 9 common holdings, a weighted portfolio overlap of about 6.09% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 6.09% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

Weighted overlap = Σ min(weight in fund A, weight in fund B) across shared stocks, from each fund's latest public monthly portfolio (as on May 2026). Equity holdings only, ISIN-verified. Not investment advice.