Nippon India Aggressive Hybrid Fund vs NIPPON INDIA VALUE FUND

Portfolio Overlap Analysis · Nippon vs Nippon

41.6%
High Overlap
32 common stocks · Rank #2312 of 28,292 pairs
Fund A
Nippon India Aggressive Hybrid Fund
Nippon · Aggressive Hybrid
Fund B
NIPPON INDIA VALUE FUND
Nippon · Value/Contra

Common Holdings (10)

StockWt% in Nippon India Aggressive HybridWt% in NIPPON INDIA VALUEOverlap
HDFC Bank Limited
Banks
7.05%5.17%5.17%
ICICI Bank Limited
Banks
3.52%3.55%3.52%
Axis Bank Limited
Banks
3.58%3.18%3.18%
State Bank of India
Banks
4.34%2.99%2.99%
Larsen & Toubro Limited
Construction
2.98%3.74%2.98%
Reliance Industries Limited
Petroleum Products
2.96%2.77%2.77%
Bharti Airtel Limited
Telecom - Services
2.66%2.94%2.66%
NTPC Limited
Power
4.20%2.63%2.63%
Infosys Limited
IT - Software
1.90%2.15%1.90%
Jindal Steel Limited
Ferrous Metals
1.98%1.68%1.68%

Unique to Nippon India Aggressive Hybrid

  • Mahindra & Mahindra Limited1.96%

Unique to NIPPON INDIA VALUE

  • Oil & Natural Gas Corporation Limited4.19%
  • IndusInd Bank Limited3.81%
  • Kotak Mahindra Bank Limited3.06%

Sector Overlap Breakdown

Banks
16.2% (6)
Construction
3.0% (1)
Power
3.0% (2)
Finance
2.8% (4)
Petroleum Products
2.8% (1)
Telecom - Services
2.7% (1)
IT - Software
1.9% (1)
Consumer Durables
1.7% (4)
Ferrous Metals
1.7% (1)
Capital Markets
1.3% (2)
Retailing
1.1% (3)
Automobiles
1.1% (1)
Consumable Fuels
0.7% (1)
Industrial Manufacturing
0.6% (1)
Electrical Equipment
0.5% (1)
Healthcare Services
0.3% (1)
Diversified FMCG
0.3% (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.