HDFC Large Cap Fund vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME

Portfolio Overlap Analysis · HDFC vs Nippon

45.4%
High Overlap
23 common stocks · Rank #1710 of 28,292 pairs
Fund A
HDFC Large Cap Fund
HDFC · Large Cap
Fund B
NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC Large CapWt% in NIPPON INDIA RETIREMENT FUND -Overlap
ICICI Bank Limited
Banks
7.59%9.50%7.59%
HDFC Bank Limited
Banks
7.08%8.58%7.08%
Reliance Industries Limited
Petroleum Products
4.56%4.96%4.56%
Axis Bank Limited
Banks
3.20%3.70%3.20%
Infosys Limited
IT - Software
2.86%3.67%2.86%
Bharti Airtel Limited
Telecom - Services
2.69%5.59%2.69%
NTPC Limited
Power
2.93%2.13%2.13%
State Bank of India
Banks
3.99%1.91%1.91%
InterGlobe Aviation Limited
Transport Services
1.54%1.81%1.54%
Larsen & Toubro Limited
Construction
3.62%1.40%1.40%

Unique to HDFC Large Cap

  • Kotak Mahindra Bank Limited5.34%
  • Titan Company Ltd.4.45%
  • Torrent Pharmaceuticals Ltd.3.44%
  • Bajaj Auto Limited3.10%

Unique to NIPPON INDIA RETIREMENT FUND -

  • Bajaj Finance Limited2.86%

Sector Overlap Breakdown

Banks
19.8% (4)
Petroleum Products
4.6% (1)
IT - Software
2.9% (1)
Telecom - Services
2.7% (1)
Power
2.1% (1)
Pharmaceuticals & Biotechnology
1.9% (2)
Retailing
1.8% (2)
Transport Services
1.5% (1)
Construction
1.4% (1)
Consumer Durables
1.4% (1)
Beverages
1.2% (1)
Cement & Cement Products
1.0% (1)
Finance
1.0% (1)
Automobiles
0.8% (1)
Chemicals & Petrochemicals
0.6% (1)
Industrial Products
0.3% (1)
Non - Ferrous Metals
0.2% (1)
Insurance
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Large Cap

More comparisons for NIPPON INDIA RETIREMENT FUND -

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