Nippon India Active Momentum Fund vs NIPPON INDIA BANKING & FINANCIAL SERVICES FUND

Portfolio Overlap Analysis · Nippon vs Nippon

24.4%
Moderate Overlap
7 common stocks · Rank #8349 of 28,292 pairs
Fund A
Nippon India Active Momentum Fund
Nippon · Equity - Other
Fund B
NIPPON INDIA BANKING & FINANCIAL SERVICES FUND
Nippon · Sectoral - Banking

Common Holdings (7)

StockWt% in Nippon India Active MomentumWt% in NIPPON INDIA BANKING & FINANCIOverlap
HDFC Bank Limited
Banks
14.24%7.51%7.51%
State Bank of India
Banks
6.51%4.67%4.67%
Axis Bank Limited
Banks
9.80%3.25%3.25%
Bank of Baroda
Banks
2.78%2.72%2.72%
Max Financial Services Limited
Insurance
2.58%2.19%2.19%
Multi Commodity Exchange of India Limited
Capital Markets
2.14%2.83%2.14%
L&T Finance Limited
Finance
1.90%2.77%1.90%

Unique to Nippon India Active Momentum

  • GE Vernova T&D India Limited3.45%
  • Mahindra & Mahindra Limited3.14%
  • Vedanta Limited2.78%
  • Bharat Electronics Limited2.70%

Unique to NIPPON INDIA BANKING & FINANCI

  • ICICI Bank Limited13.04%
  • SBI Cards and Payment Services Limited3.83%
  • SBI Life Insurance Company Limited3.50%
  • Bajaj Finserv Limited3.23%
  • Kotak Mahindra Bank Limited3.10%
  • The Federal Bank Limited2.76%

Sector Overlap Breakdown

Banks
18.1% (4)
Insurance
2.2% (1)
Capital Markets
2.1% (1)
Finance
1.9% (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.