HDFC Innovation Fund vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME

Portfolio Overlap Analysis · Nippon vs HDFC

22.9%
Moderate Overlap
19 common stocks · Rank #9166 of 28,282 pairs
Fund A
HDFC Innovation Fund
HDFC · Equity - Other

Common Holdings (10)

StockWt% in HDFC InnovationWt% in NIPPON INDIA RETIREMENT FUND -Overlap
Reliance Industries Limited
Petroleum Products
3.42%4.56%3.42%
Bajaj Finance Limited
Finance
5.12%2.86%2.86%
Mahindra & Mahindra Limited
Automobiles
3.72%2.54%2.54%
Hindustan Aeronautics Limited
Aerospace & Defense
2.44%1.69%1.69%
Cummins India Limited
Industrial Products
2.06%1.56%1.56%
JSW Energy Limited
Power
1.49%1.40%1.40%
Samvardhana Motherson International Limited
Auto Components
1.40%1.89%1.40%
Eternal Limited
Retailing
8.98%1.34%1.34%
Lupin Limited
Pharmaceuticals & Biotechnology
1.26%1.32%1.26%
PB Fintech Limited
Financial Technology (Fintech)
4.25%0.76%0.76%

Unique to HDFC Innovation

  • Bharat Electronics Ltd.4.38%
  • Divis Laboratories Ltd.4.33%
  • INFO EDGE (INDIA) LIMITED2.83%
  • Torrent Pharmaceuticals Ltd.2.66%
  • LENSKART SOLUTIONS LIMITED2.60%

Unique to NIPPON INDIA RETIREMENT FUND -

  • ICICI Bank Limited7.59%
  • HDFC Bank Limited7.08%
  • State Bank of India3.99%
  • Larsen & Toubro Limited3.62%
  • Axis Bank Limited3.20%
  • NTPC Limited2.93%
  • Infosys Limited2.86%
  • Bharti Airtel Limited2.69%

Sector Overlap Breakdown

Petroleum Products
3.4% (1)
Finance
2.9% (1)
Automobiles
2.5% (1)
Power
2.1% (2)
Retailing
1.9% (2)
Pharmaceuticals & Biotechnology
1.8% (2)
Aerospace & Defense
1.7% (1)
Industrial Products
1.6% (1)
Auto Components
1.4% (1)
IT - Software
1.1% (2)
Financial Technology (Fintech)
0.8% (1)
Transport Services
0.7% (1)
Chemicals & Petrochemicals
0.6% (1)
Industrial Manufacturing
0.5% (1)
Food Products
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Innovation

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