HDFC Balanced Advantage Fund vs NIPPON INDIA RETIREMENT FUND - INCOME GENERATION SCHEME

Portfolio Overlap Analysis · HDFC vs Nippon

17.2%
Low Overlap
17 common stocks · Rank #13128 of 28,292 pairs
Fund A
HDFC Balanced Advantage Fund
HDFC · Balanced Advantage
Fund B
NIPPON INDIA RETIREMENT FUND - INCOME GENERATION SCHEME
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC Balanced AdvantageWt% in NIPPON INDIA RETIREMENT FUND -Overlap
ICICI Bank Limited
Banks
2.84%4.77%2.84%
State Bank of India
Banks
2.48%3.91%2.48%
HDFC Bank Limited
Banks
1.83%4.50%1.83%
Reliance Industries Limited
Petroleum Products
1.72%3.75%1.72%
Larsen & Toubro Limited
Construction
1.40%2.62%1.40%
NTPC Limited
Power
1.25%2.25%1.25%
Axis Bank Limited
Banks
1.24%2.55%1.24%
Mahindra & Mahindra Limited
Automobiles
0.93%0.90%0.90%
Infosys Limited
IT - Software
0.82%1.97%0.82%
Eternal Limited
Retailing
0.73%1.01%0.73%

Unique to HDFC Balanced Advantage

  • Bharti Airtel Ltd.2.82%
  • Coal India Ltd.1.87%

Unique to NIPPON INDIA RETIREMENT FUND -

  • Samvardhana Motherson International Limited0.88%

Sector Overlap Breakdown

Banks
8.4% (4)
Petroleum Products
1.7% (1)
Construction
1.4% (1)
IT - Software
1.4% (2)
Power
1.3% (1)
Automobiles
0.9% (1)
Retailing
0.7% (1)
Insurance
0.5% (1)
Industrial Manufacturing
0.3% (1)
Pharmaceuticals & Biotechnology
0.2% (1)
Aerospace & Defense
0.2% (1)
Consumer Durables
0.2% (1)
Food Products
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Balanced Advantage

More comparisons for NIPPON INDIA RETIREMENT FUND -

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