Nippon India Active Momentum Fund vs SBI Banking And Financial Services Fund

Portfolio Overlap Analysis · Nippon vs SBI

23.7%
Moderate Overlap
7 common stocks · Rank #8810 of 28,292 pairs
Fund A
Nippon India Active Momentum Fund
Nippon · Equity - Other
Fund B
SBI Banking And Financial Services Fund
SBI · Sectoral - Banking

Common Holdings (7)

StockWt% in Nippon India Active MomentumWt% in SBI Banking And Financial ServOverlap
HDFC Bank Limited
Banks
7.51%6.80%6.80%
State Bank of India
Banks
4.67%10.45%4.67%
Axis Bank Limited
Banks
3.25%9.37%3.25%
Multi Commodity Exchange of India Limited
Capital Markets
2.83%3.20%2.83%
Bank of Baroda
Banks
2.72%3.00%2.72%
Max Financial Services Limited
Insurance
2.19%1.70%1.70%
Muthoot Finance Limited
Finance
1.69%4.30%1.69%

Unique to Nippon India Active Momentum

  • GE Vernova T&D India Limited3.45%
  • Mahindra & Mahindra Limited3.14%
  • Vedanta Limited2.78%
  • L&T Finance Limited2.77%
  • Bharat Electronics Limited2.70%

Unique to SBI Banking And Financial Serv

  • ICICI Bank Ltd.13.46%
  • Kotak Mahindra Bank Ltd.8.50%
  • Bajaj Finserv Ltd.6.34%
  • SBI Life Insurance Co. Ltd.3.29%

Sector Overlap Breakdown

Banks
17.4% (4)
Capital Markets
2.8% (1)
Insurance
1.7% (1)
Finance
1.7% (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.