Nippon India Active Momentum Fund vs SBI ELSS Tax Saver Fund

Portfolio Overlap Analysis · Nippon vs SBI

24.0%
Moderate Overlap
12 common stocks · Rank #8562 of 28,292 pairs
Fund A
Nippon India Active Momentum Fund
Nippon · Equity - Other
Fund B
SBI ELSS Tax Saver Fund
SBI · ELSS

Common Holdings (10)

StockWt% in Nippon India Active MomentumWt% in SBI ELSS Tax SaverOverlap
State Bank of India
Banks
4.67%4.61%4.61%
HDFC Bank Limited
Banks
7.51%4.44%4.44%
Axis Bank Limited
Banks
3.25%4.29%3.25%
Mahindra & Mahindra Limited
Automobiles
3.14%2.66%2.66%
Tata Steel Limited
Ferrous Metals
2.16%4.09%2.16%
Lupin Limited
Pharmaceuticals & Biotechnology
2.16%1.92%1.92%
FSN E-Commerce Ventures Limited
Retailing
2.56%1.82%1.82%
Bharat Forge Limited
Auto Components
2.12%0.87%0.87%
Delhivery Limited
Transport Services
1.96%0.81%0.81%
Cummins India Limited
Industrial Products
2.52%0.58%0.58%

Unique to Nippon India Active Momentum

  • GE Vernova T&D India Limited3.45%
  • Multi Commodity Exchange of India Limited2.83%
  • Vedanta Limited2.78%
  • L&T Finance Limited2.77%
  • Bank of Baroda2.72%
  • Bharat Electronics Limited2.70%

Unique to SBI ELSS Tax Saver

  • ICICI Bank Ltd.7.74%
  • Reliance Industries Ltd.4.89%
  • Kotak Mahindra Bank Ltd.4.23%
  • Torrent Power Ltd.2.73%
  • Cipla Ltd.2.56%

Sector Overlap Breakdown

Banks
12.8% (4)
Automobiles
2.7% (1)
Ferrous Metals
2.2% (1)
Pharmaceuticals & Biotechnology
1.9% (1)
Retailing
1.8% (1)
Auto Components
0.9% (1)
Transport Services
0.8% (1)
Industrial Products
0.6% (1)
Capital Markets
0.4% (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.