Nippon India Active Momentum Fund vs SBI Long Term Advantage Fund - Series IV

Portfolio Overlap Analysis · Nippon vs SBI

24.2%
Moderate Overlap
8 common stocks · Rank #8456 of 28,292 pairs
Fund A
Nippon India Active Momentum Fund
Nippon · Equity - Other
Fund B
SBI Long Term Advantage Fund - Series IV
SBI · Equity - Other

Common Holdings (8)

StockWt% in Nippon India Active MomentumWt% in SBI Long Term Advantage Fund -Overlap
HDFC Bank Limited
Banks
7.51%5.97%5.97%
State Bank of India
Banks
4.67%4.62%4.62%
Vedanta Limited
Diversified Metals
2.78%4.32%2.78%
Bank of Baroda
Banks
2.72%3.87%2.72%
Tata Steel Limited
Ferrous Metals
2.16%3.06%2.16%
Navin Fluorine International Limited
Chemicals & Petrochemicals
2.12%2.71%2.12%
Eicher Motors Limited
Automobiles
2.10%4.62%2.10%
Muthoot Finance Limited
Finance
1.69%2.74%1.69%

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%
  • L&T Finance Limited2.77%
  • Bharat Electronics Limited2.70%

Unique to SBI Long Term Advantage Fund -

  • Tenneco Clean Air India Ltd.7.04%
  • Bajaj Finance Ltd.6.70%
  • ICICI Bank Ltd.4.97%
  • GKW Ltd.4.21%
  • Tata Motors Ltd.4.13%
  • Infosys Ltd.3.96%

Sector Overlap Breakdown

Banks
13.3% (3)
Diversified Metals
2.8% (1)
Ferrous Metals
2.2% (1)
Chemicals & Petrochemicals
2.1% (1)
Automobiles
2.1% (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.