MOMETF vs Nippon India Nifty 500 Momentum 50 Index Fund
Portfolio Overlap Analysis · Nippon vs ICICI
26.9%
Moderate Overlap
10 common stocks · Rank #7106 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in MOMETF | Wt% in Nippon India Nifty 500 Momentu | Overlap |
|---|---|---|---|
Bajaj Finance Limited Finance | 4.91% | 4.95% | 4.91% |
Bharti Airtel Limited Telecom - Services | 5.04% | 4.43% | 4.43% |
InterGlobe Aviation Limited Transport Services | 5.42% | 3.25% | 3.25% |
BSE Limited Capital Markets | 4.50% | 3.21% | 3.21% |
TVS Motor Company Limited Automobiles | 2.95% | 3.75% | 2.95% |
Cholamandalam Investment and Finance Company Ltd Finance | 3.15% | 1.96% | 1.96% |
Max Financial Services Limited Insurance | 3.25% | 1.85% | 1.85% |
One 97 Communications Limited Financial Technology (Fintech) | 2.22% | 1.75% | 1.75% |
Muthoot Finance Limited Finance | 1.30% | 2.43% | 1.30% |
FSN E-Commerce Ventures Limited Retailing | 1.25% | 1.61% | 1.25% |
Unique to MOMETF
- ICICI Bank Ltd.5.38%
- HDFC Bank Ltd.5.27%
- SBI Life Insurance Company Ltd.5.14%
- Bajaj Finserv Ltd.5.01%
- HDFC Life Insurance Company Ltd.4.98%
- Bharat Electronics Ltd.4.88%
- Kotak Mahindra Bank Ltd.4.66%
Unique to Nippon India Nifty 500 Momentu
- Shriram Finance Limited5.43%
- Eicher Motors Limited5.36%
- Mahindra & Mahindra Limited4.66%
- Hindalco Industries Limited4.58%
- Maruti Suzuki India Limited4.45%
- Asian Paints Limited4.05%
- Hero MotoCorp Limited3.36%
Sector Overlap Breakdown
Finance8.2% (3)
Telecom - Services4.4% (1)
Transport Services3.3% (1)
Capital Markets3.2% (1)
Automobiles3.0% (1)
Insurance1.9% (1)
Financial Technology (Fintech)1.8% (1)
Retailing1.3% (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.