MZ vs SBI Midcap Fund

Portfolio Overlap Analysis · Nippon vs SBI

6.3%
Low Overlap
10 common stocks · Rank #26009 of 28,282 pairs
Fund A
MZ
Nippon · Equity - Other
Fund B
SBI Midcap Fund
SBI · Mid Cap

Common Holdings (10)

StockWt% in MZWt% in SBI MidcapOverlap
Bharat Forge Limited
Auto Components
1.32%2.97%1.32%
Lupin Limited
Pharmaceuticals & Biotechnology
1.45%1.07%1.07%
Bharat Heavy Electricals Limited
Electrical Equipment
0.84%3.43%0.84%
Siemens Limited
Electrical Equipment
0.75%1.47%0.75%
PI Industries Limited
Fertilizers & Agrochemicals
0.66%0.82%0.66%
Supreme Industries Limited
Industrial Products
0.63%3.07%0.63%
Page Industries Limited
Textiles & Apparels
0.52%1.33%0.52%
AIA Engineering Limited
Industrial Products
0.37%2.81%0.37%
K.P.R. Mill Limited
Textiles & Apparels
0.27%0.14%0.14%
Alkem Laboratories Limited
Pharmaceuticals & Biotechnology
0.85%0.00%0.00%

Unique to MZ

  • Sun Pharmaceutical Industries Limited4.77%
  • Tata Steel Limited4.55%
  • Mahindra & Mahindra Limited4.53%
  • Maruti Suzuki India Limited4.33%
  • Reliance Industries Limited4.32%
  • Bharat Electronics Limited3.95%
  • Hindalco Industries Limited3.47%
  • Vedanta Limited3.16%
  • JSW Steel Limited3.08%
  • Bajaj Auto Limited2.86%

Unique to SBI Midcap

  • Torrent Power Ltd.3.92%
  • CRISIL Ltd.3.21%
  • Sundaram Finance Ltd.3.21%
  • Mahindra & Mahindra Financial Services Ltd.3.07%
  • Max Financial Services Ltd.2.82%
  • The Federal Bank Ltd.2.71%

Sector Overlap Breakdown

Electrical Equipment
1.6% (2)
Auto Components
1.3% (1)
Pharmaceuticals & Biotechnology
1.1% (2)
Industrial Products
1.0% (2)
Textiles & Apparels
0.7% (2)
Fertilizers & Agrochemicals
0.7% (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.