How much do ICICI Prudential Retirement Fund - Pure Equity Plan and Nippon India Retirement Fund - Wealth Creation Scheme overlap?

They share 19 common holdings, a weighted portfolio overlap of about 27.26% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 27.26% 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 Retirement Fund - Pure Equity Plan vs Nippon India Retirement Fund - Wealth Creation Scheme

ICICI Pru MF · Solution-OrientedNippon India MF · Solution-Oriented· as on May 2026

Weighted portfolio overlap

27.26%

Moderate overlap

Common

Only ICICI

Only Nippon

19 of 134 unique stocks in common · Jaccard: 14.2%

Common holdings

Stock	in ICICI	in Nippon
HDFC BankBanks	5.74%	6.15%
Reliance IndustriesPetroleum Products	4.14%	6.64%
ICICI BankBanks	2.38%	7.44%
Larsen & ToubroConstruction	2.06%	3.20%
Hindustan UnileverDiversified FMCG	3.34%	1.80%
Ultratech CementCement & Cement Products	1.90%	1.45%
BSECapital Markets	1.24%	1.35%
Titan CompanyConsumer Durables	1.40%	1.16%
Hindustan AeronauticsAerospace & Defense	1.18%	1.15%
Brigade EnterprisesRealty	1.12%	1.39%
NTPCPower	0.94%	2.47%
United BreweriesBeverages	0.87%	1.45%
Bharat ForgeAuto Components	1.00%	0.82%
InfosysIT - Software	0.66%	2.30%
Cummins IndiaIndustrial Products	0.53%	1.07%
EIHLeisure Services	0.53%	1.78%
VoltasConsumer Durables	0.32%	1.07%
Power Finance CorporationFinance	0.22%	1.32%
Crompton Greaves Consumer ElectricalsConsumer Durables	0.12%	0.72%

FAQ

How much do ICICI Prudential Retirement Fund - Pure Equity Plan and Nippon India Retirement Fund - Wealth Creation Scheme overlap?: They share 19 common holdings, a weighted portfolio overlap of about 27.26% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 27.26% 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.