Nippon India Active Momentum Fund vs SBI Infrastructure Fund

Portfolio Overlap Analysis · Nippon vs SBI

5.5%
Low Overlap
2 common stocks · Rank #27341 of 28,292 pairs
Fund A
Nippon India Active Momentum Fund
Nippon · Equity - Other
Fund B
SBI Infrastructure Fund
SBI · Sectoral - Infra

Common Holdings (2)

StockWt% in Nippon India Active MomentumWt% in SBI InfrastructureOverlap
State Bank of India
Banks
4.67%3.62%3.62%
HDFC Bank Limited
Banks
7.51%1.91%1.91%

Unique to Nippon India Active Momentum

  • GE Vernova T&D India Limited3.45%
  • Axis Bank Limited3.25%
  • Mahindra & Mahindra Limited3.14%
  • 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 Infrastructure

  • Larsen & Toubro Ltd.10.13%
  • Reliance Industries Ltd.9.00%
  • Shree Cement Ltd.5.61%
  • Bharti Airtel Ltd.5.46%
  • Torrent Power Ltd.4.72%
  • Adani Energy Solutions Ltd.4.57%
  • Adani Ports and Special Economic Zone Ltd.3.93%
  • Siemens Ltd.3.68%
  • Oil & Natural Gas Corporation Ltd.3.61%

Sector Overlap Breakdown

Banks
5.5% (2)

Analysis

AI-generated comparative analysis coming soon.

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