How much do ICICI Prudential Business Cycle Fund and Lic Mf Manufacturing Fund overlap?

They share 11 common holdings, a weighted portfolio overlap of about 10.89% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.

What does 10.89% 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

ICICI Prudential Business Cycle Fund vs Lic Mf Manufacturing Fund

ICICI Pru MF · Sectoral / ThematicLIC MF · Sectoral / Thematic· as on May 2026

Weighted portfolio overlap

10.89%

Low overlap

Common

Only ICICI

Only Lic

11 of 114 unique stocks in common · Jaccard: 9.6%

Common holdings

Stock	in ICICI	in Lic
Maruti Suzuki IndiaAutomobiles	4.09%	2.96%
Mahindra & MahindraAutomobiles	1.83%	2.93%
Larsen & ToubroConstruction	7.12%	1.52%
Hindustan AeronauticsAerospace & Defense	1.47%	1.40%
Cummins IndiaIndustrial Products	1.20%	2.84%
Ingersoll - Rand (India)Industrial Products	0.55%	0.99%
Hindustan UnileverDiversified FMCG	0.51%	0.49%
Siemens Energy IndiaElectrical Equipment	0.41%	4.13%
SKF India (Industrial)Industrial Products	0.31%	0.87%
Tata Motors Passenger VehiclesAutomobiles	0.11%	4.03%
Tata MotorsAgricultural, Commercial & Construction Vehicles	0.11%	4.66%

FAQ

How much do ICICI Prudential Business Cycle Fund and Lic Mf Manufacturing Fund overlap?: They share 11 common holdings, a weighted portfolio overlap of about 10.89% (low overlap — mostly different holdings), as on May 2026. Information only, not investment advice.
What does 10.89% 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.