Nippon India Aggressive Hybrid Fund vs NIPPON INDIA RETIREMENT FUND - INCOME GENERATION SCHEME

Portfolio Overlap Analysis · Nippon vs Nippon

18.4%
Low Overlap
19 common stocks · Rank #12160 of 28,292 pairs
Fund A
Nippon India Aggressive Hybrid Fund
Nippon · Aggressive Hybrid
Fund B
NIPPON INDIA RETIREMENT FUND - INCOME GENERATION SCHEME
Nippon · Equity - Other

Common Holdings (10)

StockWt% in Nippon India Aggressive HybridWt% in NIPPON INDIA RETIREMENT FUND -Overlap
ICICI Bank Limited
Banks
3.55%2.84%2.84%
State Bank of India
Banks
2.99%2.48%2.48%
HDFC Bank Limited
Banks
5.17%1.83%1.83%
Reliance Industries Limited
Petroleum Products
2.77%1.72%1.72%
Larsen & Toubro Limited
Construction
3.74%1.40%1.40%
NTPC Limited
Power
2.63%1.25%1.25%
Axis Bank Limited
Banks
3.18%1.24%1.24%
Mahindra & Mahindra Limited
Automobiles
1.96%0.93%0.93%
Samvardhana Motherson International Limited
Auto Components
1.13%0.88%0.88%
Infosys Limited
IT - Software
2.15%0.82%0.82%

Unique to Nippon India Aggressive Hybrid

  • Bharti Airtel Limited2.94%

Unique to NIPPON INDIA RETIREMENT FUND -

All top holdings are shared with the other fund.

Sector Overlap Breakdown

Banks
8.4% (4)
Petroleum Products
1.7% (1)
Construction
1.4% (1)
Power
1.3% (1)
Auto Components
1.1% (2)
Automobiles
0.9% (1)
IT - Software
0.8% (1)
Consumer Durables
0.8% (2)
Retailing
0.7% (1)
Insurance
0.5% (1)
Industrial Manufacturing
0.3% (1)
Pharmaceuticals & Biotechnology
0.2% (1)
Healthcare Services
0.2% (1)
Food Products
0.0% (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.