HDFC Multi Cap Fund vs NIPPON INDIA RETIREMENT FUND - INCOME GENERATION SCHEME

Portfolio Overlap Analysis · HDFC vs Nippon

16.8%
Low Overlap
19 common stocks · Rank #13457 of 28,292 pairs
Fund A
HDFC Multi Cap Fund
HDFC · Multi Cap
Fund B
NIPPON INDIA RETIREMENT FUND - INCOME GENERATION SCHEME
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC Multi CapWt% in NIPPON INDIA RETIREMENT FUND -Overlap
ICICI Bank Limited
Banks
2.84%3.18%2.84%
HDFC Bank Limited
Banks
1.83%4.39%1.83%
Reliance Industries Limited
Petroleum Products
1.72%2.71%1.72%
Larsen & Toubro Limited
Construction
1.40%1.84%1.40%
State Bank of India
Banks
2.48%1.34%1.34%
NTPC Limited
Power
1.25%1.50%1.25%
Axis Bank Limited
Banks
1.24%2.75%1.24%
Mahindra & Mahindra Limited
Automobiles
0.93%1.45%0.93%
Infosys Limited
IT - Software
0.82%1.45%0.82%
Eternal Limited
Retailing
0.73%1.12%0.73%

Unique to HDFC Multi Cap

  • Britannia Industries Ltd.2.42%
  • Bharti Airtel Ltd.2.01%
  • ICICI Lombard General Insurance Co1.45%

Unique to NIPPON INDIA RETIREMENT FUND -

  • Samvardhana Motherson International Limited0.88%

Sector Overlap Breakdown

Banks
7.3% (4)
Petroleum Products
1.7% (1)
Construction
1.4% (1)
IT - Software
1.4% (2)
Power
1.3% (1)
Automobiles
0.9% (1)
Consumer Durables
0.8% (2)
Retailing
0.7% (1)
Insurance
0.5% (1)
Industrial Manufacturing
0.3% (1)
Pharmaceuticals & Biotechnology
0.2% (1)
Auto Components
0.2% (1)
Healthcare Services
0.2% (1)
Food Products
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for HDFC Multi Cap

More comparisons for NIPPON INDIA RETIREMENT FUND -

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