HDFC BSE 500 INDEX FUND vs NIPPON INDIA BALANCED ADVANTAGE FUND
Portfolio Overlap Analysis · HDFC vs Nippon
45.7%
High Overlap
72 common stocks · Rank #1636 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC BSE 500 INDEX | Wt% in NIPPON INDIA BALANCED ADVANTAG | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 5.35% | 5.12% | 5.12% |
HDFC Bank Limited Banks | 3.91% | 7.02% | 3.91% |
Reliance Industries Limited Petroleum Products | 2.66% | 4.90% | 2.66% |
State Bank of India Banks | 3.43% | 2.59% | 2.59% |
Infosys Limited IT - Software | 2.54% | 2.41% | 2.41% |
Bharti Airtel Limited Telecom - Services | 2.33% | 2.73% | 2.33% |
Axis Bank Limited Banks | 2.41% | 2.05% | 2.05% |
Larsen & Toubro Limited Construction | 2.00% | 2.60% | 2.00% |
Mahindra & Mahindra Limited Automobiles | 2.30% | 1.58% | 1.58% |
Bajaj Finance Limited Finance | 1.90% | 1.35% | 1.35% |
Unique to HDFC BSE 500 INDEX
- Kotak Mahindra Bank Limited1.59%
Unique to NIPPON INDIA BALANCED ADVANTAG
- NTPC Limited2.27%
Sector Overlap Breakdown
Banks14.7% (5)
IT - Software3.3% (5)
Automobiles2.9% (3)
Petroleum Products2.9% (2)
Telecom - Services2.6% (2)
Diversified FMCG2.1% (2)
Construction2.0% (1)
Finance1.9% (4)
Retailing1.4% (3)
Power1.3% (3)
Insurance1.1% (3)
Ferrous Metals1.0% (2)
Electrical Equipment0.8% (4)
Consumer Durables0.8% (3)
Aerospace & Defense0.8% (2)
Transport Services0.7% (2)
Pharmaceuticals & Biotechnology0.6% (4)
Beverages0.6% (3)
Cement & Cement Products0.6% (1)
Diversified Metals0.5% (1)
Leisure Services0.5% (3)
Chemicals & Petrochemicals0.4% (2)
Healthcare Services0.4% (1)
Industrial Products0.4% (2)
Food Products0.4% (1)
Auto Components0.3% (1)
Financial Technology (Fintech)0.3% (1)
Personal Products0.3% (1)
Realty0.1% (1)
Textiles & Apparels0.1% (1)
Diversified0.1% (1)
Industrial Manufacturing0.1% (1)
Capital Markets0.0% (1)
Analysis
AI-generated comparative analysis coming soon.
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More comparisons for NIPPON INDIA BALANCED ADVANTAG
- vs NIPPON INDIA RETIREMENT FUND -49.7% · 41 stocks
- vs SBI BSE 100 ETF48.8% · 47 stocks
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.