Nippon India Active Momentum Fund vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME

Portfolio Overlap Analysis · Nippon vs Nippon

26.8%
Moderate Overlap
13 common stocks · Rank #7143 of 28,292 pairs
Fund A
Nippon India Active Momentum Fund
Nippon · Equity - Other
Fund B
NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Nippon · Equity - Other

Common Holdings (10)

StockWt% in Nippon India Active MomentumWt% in NIPPON INDIA RETIREMENT FUND -Overlap
HDFC Bank Limited
Banks
7.08%7.51%7.08%
State Bank of India
Banks
3.99%4.67%3.99%
Axis Bank Limited
Banks
3.20%3.25%3.20%
Mahindra & Mahindra Limited
Automobiles
2.54%3.14%2.54%
Samvardhana Motherson International Limited
Auto Components
1.89%2.51%1.89%
Vedanta Limited
Diversified Metals
1.57%2.78%1.57%
Cummins India Limited
Industrial Products
1.56%2.52%1.56%
Lupin Limited
Pharmaceuticals & Biotechnology
1.32%2.16%1.32%
L&T Finance Limited
Finance
1.00%2.77%1.00%
TVS Motor Company Limited
Automobiles
0.86%2.46%0.86%

Unique to Nippon India Active Momentum

  • GE Vernova T&D India Limited3.45%
  • Multi Commodity Exchange of India Limited2.83%
  • Bank of Baroda2.72%
  • Bharat Electronics Limited2.70%

Unique to NIPPON INDIA RETIREMENT FUND -

  • ICICI Bank Limited7.59%
  • Reliance Industries Limited4.56%
  • Larsen & Toubro Limited3.62%
  • NTPC Limited2.93%
  • Bajaj Finance Limited2.86%
  • Infosys Limited2.86%
  • Bharti Airtel Limited2.69%

Sector Overlap Breakdown

Banks
14.3% (3)
Automobiles
3.4% (2)
Auto Components
1.9% (1)
Finance
1.8% (2)
Diversified Metals
1.6% (1)
Industrial Products
1.6% (1)
Pharmaceuticals & Biotechnology
1.3% (1)
Transport Services
0.8% (1)
Insurance
0.2% (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.