NIPPON INDIA ARBITRAGE FUND vs HDFC BSE 500 INDEX FUND

Portfolio Overlap Analysis · HDFC vs Nippon

46.8%
High Overlap
157 common stocks · Rank #1457 of 28,292 pairs
Fund A
NIPPON INDIA ARBITRAGE FUND
Nippon · Arbitrage
Fund B
HDFC BSE 500 INDEX FUND
HDFC · Equity - Other

Common Holdings (10)

StockWt% in NIPPON INDIA ARBITRAGEWt% in HDFC BSE 500 INDEXOverlap
HDFC Bank Limited
Banks
5.03%7.02%5.03%
ICICI Bank Limited
Banks
3.51%5.12%3.51%
Reliance Industries Limited
Petroleum Products
2.92%4.90%2.92%
Bharti Airtel Limited
Telecom - Services
2.60%2.73%2.60%
Axis Bank Limited
Banks
2.15%2.05%2.05%
Mahindra & Mahindra Limited
Automobiles
1.49%1.58%1.49%
Kotak Mahindra Bank Limited
Banks
1.18%1.59%1.18%
Maruti Suzuki India Limited
Automobiles
1.06%1.02%1.02%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.03%0.95%0.95%
Eternal Limited
Retailing
2.32%0.89%0.89%

Unique to NIPPON INDIA ARBITRAGE

  • JSW Steel Limited2.05%
  • Grasim Industries Limited1.78%
  • Jio Financial Services Limited1.47%

Unique to HDFC BSE 500 INDEX

  • Larsen and Toubro Ltd.2.60%
  • State Bank of India2.59%
  • Infosys Limited2.41%

Sector Overlap Breakdown

Banks
13.3% (15)
Automobiles
3.2% (6)
Petroleum Products
3.1% (4)
Telecom - Services
3.1% (3)
Pharmaceuticals & Biotechnology
2.7% (11)
Finance
2.6% (14)
Cement & Cement Products
1.6% (4)
Consumer Durables
1.5% (10)
Ferrous Metals
1.5% (4)
Retailing
1.1% (4)
Power
1.1% (7)
Auto Components
1.0% (7)
IT - Software
1.0% (6)
Aerospace & Defense
0.8% (2)
Diversified FMCG
0.8% (2)
Insurance
0.8% (5)
Transport Services
0.8% (3)
Transport Infrastructure
0.7% (2)
Industrial Products
0.5% (3)
Healthcare Services
0.5% (3)
Electrical Equipment
0.5% (6)
Food Products
0.5% (2)
Realty
0.5% (4)
Agricultural Food & other Products
0.4% (3)
Non - Ferrous Metals
0.4% (3)
Gas
0.4% (2)
Beverages
0.3% (2)
Financial Technology (Fintech)
0.3% (2)
Oil
0.3% (1)
Construction
0.3% (2)
Chemicals & Petrochemicals
0.2% (3)
Diversified Metals
0.2% (1)
Fertilizers & Agrochemicals
0.2% (1)
Minerals & Mining
0.1% (1)
Industrial Manufacturing
0.1% (2)
Capital Markets
0.1% (3)
Personal Products
0.1% (1)
Consumable Fuels
0.0% (1)
Leisure Services
0.0% (1)
IT - Services
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for NIPPON INDIA ARBITRAGE

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