HDFC Nifty LargeMidcap 250 Index Fund vs NIPPON INDIA RETIREMENT FUND - INCOME GENERATION SCHEME

Portfolio Overlap Analysis · HDFC vs Nippon

16.8%
Low Overlap
18 common stocks · Rank #13510 of 28,292 pairs
Fund A
HDFC Nifty LargeMidcap 250 Index Fund
HDFC · Large & Mid Cap
Fund B
NIPPON INDIA RETIREMENT FUND - INCOME GENERATION SCHEME
Nippon · Equity - Other

Common Holdings (10)

StockWt% in HDFC Nifty LargeMidcap 250 IndWt% in NIPPON INDIA RETIREMENT FUND -Overlap
ICICI Bank Limited
Banks
2.84%3.54%2.84%
HDFC Bank Limited
Banks
1.83%4.88%1.83%
State Bank of India
Banks
2.48%1.79%1.79%
Reliance Industries Limited
Petroleum Products
1.72%3.38%1.72%
Larsen & Toubro Limited
Construction
1.40%1.81%1.40%
Axis Bank Limited
Banks
1.24%1.43%1.24%
Mahindra & Mahindra Limited
Automobiles
0.93%1.09%0.93%
Infosys Limited
IT - Software
0.82%1.64%0.82%
Cummins India Limited
Industrial Products
0.67%0.88%0.67%
NTPC Limited
Power
1.25%0.65%0.65%

Unique to HDFC Nifty LargeMidcap 250 Ind

  • Bharti Airtel Ltd.1.88%
  • Bombay Stock Exchange Limited (BSE)1.47%
  • Kotak Mahindra Bank Limited1.10%

Unique to NIPPON INDIA RETIREMENT FUND -

  • Samvardhana Motherson International Limited0.88%

Sector Overlap Breakdown

Banks
7.7% (4)
Petroleum Products
1.7% (1)
Construction
1.4% (1)
IT - Software
1.4% (2)
Automobiles
0.9% (1)
Industrial Products
0.7% (1)
Power
0.7% (1)
Retailing
0.6% (1)
Consumer Durables
0.5% (1)
Auto Components
0.4% (2)
Insurance
0.3% (1)
Pharmaceuticals & Biotechnology
0.2% (1)
Healthcare Services
0.2% (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.