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

Portfolio Overlap Analysis · Nippon vs SBI

27.0%
Moderate Overlap
9 common stocks · Rank #7041 of 28,292 pairs
Fund A
Nippon India Active Momentum Fund
Nippon · Equity - Other
Fund B
SBI Long Term Advantage Fund - Series V
SBI · Equity - Other

Common Holdings (9)

StockWt% in Nippon India Active MomentumWt% in SBI Long Term Advantage Fund -Overlap
HDFC Bank Limited
Banks
7.51%6.30%6.30%
State Bank of India
Banks
4.67%5.58%4.67%
Vedanta Limited
Diversified Metals
2.78%2.94%2.78%
Bank of Baroda
Banks
2.72%3.52%2.72%
Shriram Finance Limited
Finance
2.67%2.65%2.65%
Navin Fluorine International Limited
Chemicals & Petrochemicals
2.12%2.73%2.12%
Eicher Motors Limited
Automobiles
2.10%4.37%2.10%
Delhivery Limited
Transport Services
1.96%2.37%1.96%
Muthoot Finance Limited
Finance
1.69%4.24%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 -

  • Deepak Fertilizers and Petrochemicals Corporation Ltd.5.44%
  • ICICI Bank Ltd.5.27%
  • Sanathan Textiles Ltd.4.62%
  • Maruti Suzuki India Ltd.4.54%
  • Divi's Laboratories Ltd.3.50%

Sector Overlap Breakdown

Banks
13.7% (3)
Finance
4.3% (2)
Diversified Metals
2.8% (1)
Chemicals & Petrochemicals
2.1% (1)
Automobiles
2.1% (1)
Transport Services
2.0% (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.