BZ vs SBI Equity Minimum Variance Fund

Portfolio Overlap Analysis · Nippon vs SBI

31.3%
Moderate Overlap
20 common stocks · Rank #5337 of 28,282 pairs
Fund A
BZ
Nippon · Equity - Other
Fund B
SBI Equity Minimum Variance Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in BZWt% in SBI Equity Minimum VarianceOverlap
Nestle India Limited
Food Products
3.54%8.32%3.54%
Apollo Hospitals Enterprise Limited
Healthcare Services
3.06%3.49%3.06%
Cipla Limited
Pharmaceuticals & Biotechnology
2.92%5.04%2.92%
Tata Consumer Products Limited
Agricultural Food & other Products
2.86%5.03%2.86%
Dr. Reddy's Laboratories Limited
Pharmaceuticals & Biotechnology
3.01%1.98%1.98%
SBI Life Insurance Company Limited
Insurance
3.53%1.74%1.74%
HDFC Life Insurance Company Limited
Insurance
2.96%1.65%1.65%
Oil & Natural Gas Corporation Limited
Oil
4.19%1.19%1.19%
Eicher Motors Limited
Automobiles
4.22%1.13%1.13%
Shriram Finance Limited
Finance
5.77%1.10%1.10%

Unique to BZ

  • Hindalco Industries Limited5.11%
  • Vedanta Limited4.64%
  • JSW Steel Limited4.52%
  • Bajaj Auto Limited4.28%
  • Grasim Industries Limited4.10%
  • Coal India Limited3.77%

Unique to SBI Equity Minimum Variance

  • Hindustan Unilever Ltd.8.21%
  • Sun Pharmaceutical Industries Ltd.7.83%
  • ITC Ltd.7.39%
  • ICICI Bank Ltd.3.35%
  • HDFC Bank Ltd.3.21%
  • Asian Paints Ltd.2.43%

Sector Overlap Breakdown

Pharmaceuticals & Biotechnology
4.9% (2)
Healthcare Services
4.1% (2)
Food Products
3.5% (1)
Insurance
3.4% (2)
Automobiles
3.3% (3)
Agricultural Food & other Products
2.9% (1)
Finance
2.0% (2)
Oil
1.2% (1)
Ferrous Metals
1.1% (1)
Consumable Fuels
1.1% (1)
Non - Ferrous Metals
1.0% (1)
Cement & Cement Products
1.0% (1)
Metals & Minerals Trading
1.0% (1)
IT - Software
0.8% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for BZ

More comparisons for SBI Equity Minimum Variance

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