BZ vs SBI Balanced Advantage Fund

Portfolio Overlap Analysis · Nippon vs SBI

5.4%
Low Overlap
15 common stocks · Rank #27566 of 28,292 pairs
Fund A
BZ
Nippon · Equity - Other
Fund B
SBI Balanced Advantage Fund
SBI · Balanced Advantage

Common Holdings (10)

StockWt% in BZWt% in SBI Balanced AdvantageOverlap
Tata Motors Passenger Vehicles Limited
Automobiles
3.09%2.11%2.11%
Oil & Natural Gas Corporation Limited
Oil
4.19%0.81%0.81%
Cipla Limited
Pharmaceuticals & Biotechnology
2.92%0.70%0.70%
Tata Power Company Limited
Power
2.41%0.36%0.36%
Wipro Limited
IT - Software
2.18%0.27%0.27%
Hindalco Industries Limited
Non - Ferrous Metals
5.11%0.26%0.26%
Grasim Industries Limited
Cement & Cement Products
4.10%0.26%0.26%
Shriram Finance Limited
Finance
5.77%0.19%0.19%
SBI Life Insurance Company Limited
Insurance
3.53%0.15%0.15%
Nestle India Limited
Food Products
3.54%0.13%0.13%

Unique to BZ

  • Vedanta Limited4.64%
  • JSW Steel Limited4.52%
  • Bajaj Auto Limited4.28%
  • Eicher Motors Limited4.22%
  • Coal India Limited3.77%

Unique to SBI Balanced Advantage

  • Reliance Industries Ltd.5.22%
  • HDFC Bank Ltd.4.83%
  • GAIL (India) Ltd.2.50%
  • Tata Steel Ltd.2.10%
  • Axis Bank Ltd.2.04%
  • Larsen & Toubro Ltd.1.99%
  • Punjab National Bank1.96%
  • Tech Mahindra Ltd.1.82%
  • Mahindra & Mahindra Ltd.1.81%

Sector Overlap Breakdown

Automobiles
2.1% (1)
Oil
0.8% (1)
Pharmaceuticals & Biotechnology
0.7% (2)
Power
0.4% (1)
IT - Software
0.3% (1)
Non - Ferrous Metals
0.3% (1)
Cement & Cement Products
0.3% (1)
Finance
0.2% (1)
Insurance
0.1% (1)
Food Products
0.1% (1)
Diversified Metals
0.1% (1)
Ferrous Metals
0.1% (1)
Agricultural Food & other Products
0.0% (1)
Leisure Services
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

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