Compare Mutual Funds

Insights from Fund Comparison

• Both ICICI Pru US Bluechip Equity Fund (G) and HDFC Housing Opportunities Fund - Dir (IDCW) are Sectoral / Thematic, Equity schemes. ICICI Pru US Bluechip Equity Fund (G) is 13 yrs 9 m old and manages ₹3,693 Crs, whereas HDFC Housing Opportunities Fund - Dir (IDCW) is 8 yrs 4 m old with ₹1,272.13 Crs.
• ICICI Pru US Bluechip Equity Fund (G) is therefore older and larger, which may indicate more experience and investor confidence.
• ICICI Pru US Bluechip Equity Fund (G) has its top 3 sectors in Application Software (8.97%), Consumer Non Durables (6.82%), and Pharmaceuticals (5.98%), while HDFC Housing Opportunities Fund - Dir (IDCW) focuses on Banks (29.94%), Infrastructure Developers & Operators (15.75%), and Cement (12.53%).
• The funds are completely different in sector allocation, which could result in very different performance patterns based on sector trends.
• ICICI Pru US Bluechip Equity Fund (G) holds Estee Lauder Cos Inc (2.87%), The Clorox Company (2.75%), Kenvue Inc (2.68%), Brown-Forman Corp (2.58%), and Salesforce.Com Inc (2.52%), whereas HDFC Housing Opportunities Fund - Dir (IDCW) holds Larsen and Toubro Ltd. (9.42%), HDFC Bank Ltd. (8.72%), State Bank of India (8.03%), NTPC Limited (7.51%), and ICICI Bank Ltd. (7.32%).
• The funds have completely different top holdings, which means their performance could diverge significantly depending on which stocks or sectors lead the market.
• In terms of risk profile, ICICI Pru US Bluechip Equity Fund (G) has 0.00% equity and 0.00% debt, while HDFC Housing Opportunities Fund - Dir (IDCW) has 98.02% equity and 0.00% debt.
• HDFC Housing Opportunities Fund - Dir (IDCW) is more aggressive with higher equity allocation, which could lead to higher returns but more volatility.
• ICICI Pru US Bluechip Equity Fund (G) outperformed HDFC Housing Opportunities Fund - Dir (IDCW) in 6 Months, 1 Year (returns: 3.59%, 20.42% ) but underperformed in 3 Months, 3 Years, 5 Years (returns: -1.73%, 13.39%, 11.13%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.