Nippon India Active Momentum Fund vs SBI Dividend Yield Fund

Portfolio Overlap Analysis · Nippon vs SBI

23.6%
Moderate Overlap
9 common stocks · Rank #8828 of 28,292 pairs
Fund A
Nippon India Active Momentum Fund
Nippon · Equity - Other
Fund B
SBI Dividend Yield Fund
SBI · Dividend Yield

Common Holdings (9)

StockWt% in Nippon India Active MomentumWt% in SBI Dividend YieldOverlap
HDFC Bank Limited
Banks
7.51%8.21%7.51%
State Bank of India
Banks
4.67%5.50%4.67%
Axis Bank Limited
Banks
3.25%2.16%2.16%
Eicher Motors Limited
Automobiles
2.10%1.80%1.80%
TVS Motor Company Limited
Automobiles
2.46%1.74%1.74%
National Aluminium Company Limited
Non - Ferrous Metals
2.15%1.68%1.68%
Tata Steel Limited
Ferrous Metals
2.16%1.58%1.58%
Bank of Baroda
Banks
2.72%1.37%1.37%
Vedanta Limited
Diversified Metals
2.78%1.12%1.12%

Unique to Nippon India Active Momentum

  • GE Vernova T&D India Limited3.45%
  • Mahindra & Mahindra Limited3.14%
  • Multi Commodity Exchange of India Limited2.83%
  • L&T Finance Limited2.77%
  • Bharat Electronics Limited2.70%

Unique to SBI Dividend Yield

  • ICICI Bank Ltd.6.21%
  • Larsen & Toubro Ltd.5.39%
  • Infosys Ltd.4.69%
  • Power Grid Corporation of India Ltd.4.04%
  • Tata Consultancy Services Ltd.3.89%
  • Maruti Suzuki India Ltd.3.80%
  • Oil & Natural Gas Corporation Ltd.3.10%
  • GAIL (India) Ltd.2.83%

Sector Overlap Breakdown

Banks
15.7% (4)
Automobiles
3.5% (2)
Non - Ferrous Metals
1.7% (1)
Ferrous Metals
1.6% (1)
Diversified Metals
1.1% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for Nippon India Active Momentum

More comparisons for SBI Dividend Yield

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.