N200ETF vs Nippon India Vision Large & Mid Cap Fund
Portfolio Overlap Analysis · Nippon vs ICICI
6.0%
Low Overlap
11 common stocks · Rank #26573 of 28,282 pairs
Common Holdings (10)
| Stock | Wt% in N200ETF | Wt% in Nippon India Vision Large & Mi | Overlap |
|---|---|---|---|
Infosys Limited IT - Software | 4.81% | 1.15% | 1.15% |
Britannia Industries Limited Food Products | 4.50% | 0.91% | 0.91% |
Persistent Systems Limited IT - Software | 2.59% | 0.82% | 0.82% |
LTIMindtree Limited IT - Software | 2.42% | 0.70% | 0.70% |
Cummins India Limited Industrial Products | 2.82% | 0.63% | 0.63% |
Hindustan Aeronautics Limited Aerospace & Defense | 3.41% | 0.56% | 0.56% |
Hindustan Unilever Limited Diversified FMCG | 5.69% | 0.34% | 0.34% |
Bharat Electronics Limited Aerospace & Defense | 4.68% | 0.27% | 0.27% |
HDFC Asset Management Company Limited Capital Markets | 3.27% | 0.23% | 0.23% |
Tata Consultancy Services Limited IT - Software | 4.53% | 0.21% | 0.21% |
Unique to N200ETF
- ITC Ltd.5.09%
- Nestle India Ltd.4.81%
- Coal India Ltd.4.81%
- Asian Paints Ltd.4.47%
- HCL Technologies Ltd.4.40%
Unique to Nippon India Vision Large & Mi
- ICICI Bank Limited4.55%
- Reliance Industries Limited4.00%
- HDFC Bank Limited3.25%
- Jindal Steel Limited3.04%
- Axis Bank Limited2.98%
- State Bank of India2.60%
- Vedanta Limited2.58%
- TVS Motor Company Limited2.20%
- Blue Star Limited2.08%
- NTPC Limited2.08%
Sector Overlap Breakdown
IT - Software2.9% (4)
Food Products0.9% (1)
Aerospace & Defense0.8% (2)
Industrial Products0.6% (1)
Diversified FMCG0.3% (1)
Capital Markets0.2% (1)
Petroleum Products0.1% (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.