HDFC Innovation Fund vs NIPPON INDIA BALANCED ADVANTAGE FUND
Portfolio Overlap Analysis · HDFC vs Nippon
21.3%
Moderate Overlap
24 common stocks · Rank #10150 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Innovation | Wt% in NIPPON INDIA BALANCED ADVANTAG | Overlap |
|---|---|---|---|
Reliance Industries Limited Petroleum Products | 2.66% | 3.42% | 2.66% |
Mahindra & Mahindra Limited Automobiles | 2.30% | 3.72% | 2.30% |
Bajaj Finance Limited Finance | 1.90% | 5.12% | 1.90% |
Godrej Consumer Products Limited Personal Products | 1.13% | 1.58% | 1.13% |
GE Vernova T&D India Limited Electrical Equipment | 1.08% | 2.02% | 1.08% |
Samvardhana Motherson International Limited Auto Components | 1.05% | 1.40% | 1.05% |
Eternal Limited Retailing | 1.02% | 8.98% | 1.02% |
Lupin Limited Pharmaceuticals & Biotechnology | 0.95% | 1.26% | 0.95% |
Hindustan Unilever Limited Diversified FMCG | 0.90% | 0.98% | 0.90% |
Infosys Limited IT - Software | 2.54% | 0.74% | 0.74% |
Unique to HDFC Innovation
- Bharat Electronics Ltd.4.38%
- Divis Laboratories Ltd.4.33%
- PB Fintech Limited4.25%
- INFO EDGE (INDIA) LIMITED2.83%
- Torrent Pharmaceuticals Ltd.2.66%
- LENSKART SOLUTIONS LIMITED2.60%
Unique to NIPPON INDIA BALANCED ADVANTAG
- ICICI Bank Limited5.35%
- HDFC Bank Limited3.91%
- State Bank of India3.43%
- Axis Bank Limited2.41%
- Bharti Airtel Limited2.33%
- NTPC Limited2.27%
- Larsen & Toubro Limited2.00%
Sector Overlap Breakdown
Petroleum Products2.7% (1)
Automobiles2.3% (1)
Pharmaceuticals & Biotechnology2.2% (3)
Finance1.9% (1)
Electrical Equipment1.6% (2)
IT - Software1.5% (3)
Personal Products1.1% (1)
Aerospace & Defense1.1% (2)
Auto Components1.1% (1)
Retailing1.0% (1)
Diversified FMCG0.9% (1)
Power0.7% (1)
Transport Services0.7% (1)
Industrial Products0.7% (1)
Financial Technology (Fintech)0.6% (1)
Diversified0.5% (1)
Chemicals & Petrochemicals0.4% (1)
Industrial Manufacturing0.4% (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.