HDFCNYEXTF vs NIPPON INDIA BALANCED ADVANTAGE FUND

Portfolio Overlap Analysis · HDFC vs Nippon

41.5%
High Overlap
25 common stocks · Rank #2362 of 28,292 pairs
Fund A
HDFCNYEXTF
HDFC · Equity - Other
Fund B
NIPPON INDIA BALANCED ADVANTAGE FUND
Nippon · Balanced Advantage

Common Holdings (10)

StockWt% in HDFCNYEXTFWt% in NIPPON INDIA BALANCED ADVANTAGOverlap
ICICI Bank Limited
Banks
5.35%8.58%5.35%
HDFC Bank Limited
Banks
3.91%11.83%3.91%
State Bank of India
Banks
3.43%4.34%3.43%
Reliance Industries Limited
Petroleum Products
2.66%8.20%2.66%
Infosys Limited
IT - Software
2.54%3.97%2.54%
Axis Bank Limited
Banks
2.41%3.45%2.41%
Bharti Airtel Limited
Telecom - Services
2.33%4.56%2.33%
Mahindra & Mahindra Limited
Automobiles
2.30%2.64%2.30%
Larsen & Toubro Limited
Construction
2.00%4.38%2.00%
Bajaj Finance Limited
Finance
1.90%2.30%1.90%

Unique to HDFCNYEXTF

  • Kotak Mahindra Bank Limited2.66%

Unique to NIPPON INDIA BALANCED ADVANTAG

  • NTPC Limited2.27%

Sector Overlap Breakdown

Banks
16.2% (5)
IT - Software
3.2% (2)
Automobiles
3.2% (2)
Petroleum Products
2.7% (1)
Telecom - Services
2.3% (1)
Diversified FMCG
2.1% (2)
Construction
2.0% (1)
Finance
1.9% (1)
Power
1.6% (1)
Insurance
1.5% (2)
Retailing
1.0% (1)
Cement & Cement Products
0.9% (1)
Transport Services
0.8% (1)
Ferrous Metals
0.7% (1)
Healthcare Services
0.7% (1)
Consumer Durables
0.5% (1)
Aerospace & Defense
0.4% (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.