MOMETF vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME

Portfolio Overlap Analysis · ICICI vs Nippon

25.4%
Moderate Overlap
14 common stocks · Rank #7814 of 28,292 pairs
Fund A
MOMETF
ICICI · Equity - Other
Fund B
NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Nippon · Equity - Other

Common Holdings (10)

StockWt% in MOMETFWt% in NIPPON INDIA RETIREMENT FUND -Overlap
ICICI Bank Limited
Banks
7.59%5.38%5.38%
HDFC Bank Limited
Banks
7.08%5.27%5.27%
Bajaj Finance Limited
Finance
2.86%4.91%2.86%
Bharti Airtel Limited
Telecom - Services
2.69%5.04%2.69%
SBI Life Insurance Company Limited
Insurance
1.95%5.14%1.95%
InterGlobe Aviation Limited
Transport Services
1.54%5.42%1.54%
United Spirits Limited
Beverages
1.21%1.43%1.21%
Dixon Technologies (India) Limited
Consumer Durables
0.97%2.17%0.97%
Cholamandalam Investment and Finance Company Ltd
Finance
0.96%3.15%0.96%
TVS Motor Company Limited
Automobiles
0.86%2.95%0.86%

Unique to MOMETF

  • 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 RETIREMENT FUND -

  • Reliance Industries Limited4.56%
  • State Bank of India3.99%
  • Larsen & Toubro Limited3.62%
  • Axis Bank Limited3.20%
  • NTPC Limited2.93%
  • Infosys Limited2.86%

Sector Overlap Breakdown

Banks
10.7% (2)
Finance
3.8% (2)
Telecom - Services
2.7% (1)
Insurance
2.1% (2)
Transport Services
1.5% (1)
Beverages
1.2% (1)
Consumer Durables
1.0% (1)
Automobiles
0.9% (1)
Chemicals & Petrochemicals
0.6% (1)
Leisure Services
0.6% (1)
IT - Software
0.3% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for MOMETF

More comparisons for NIPPON INDIA RETIREMENT FUND -

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