NIPPON INDIA BALANCED ADVANTAGE FUND vs Nippon India Innovation Fund

Portfolio Overlap Analysis · Nippon vs Nippon

21.4%
Moderate Overlap
24 common stocks · Rank #10083 of 28,292 pairs
Fund A
NIPPON INDIA BALANCED ADVANTAGE FUND
Nippon · Balanced Advantage
Fund B
Nippon India Innovation Fund
Nippon · Equity - Other

Common Holdings (10)

StockWt% in NIPPON INDIA BALANCED ADVANTAGWt% in Nippon India InnovationOverlap
ICICI Bank Limited
Banks
5.35%2.88%2.88%
Reliance Industries Limited
Petroleum Products
2.66%2.43%2.43%
Axis Bank Limited
Banks
2.41%3.01%2.41%
FSN E-Commerce Ventures Limited
Retailing
1.33%3.06%1.33%
GE Vernova T&D India Limited
Electrical Equipment
1.08%1.06%1.06%
Samvardhana Motherson International Limited
Auto Components
1.05%4.58%1.05%
Eternal Limited
Retailing
1.02%2.99%1.02%
Maruti Suzuki India Limited
Automobiles
0.87%1.59%0.87%
Avenue Supermarts Limited
Retailing
0.79%4.00%0.79%
Infosys Limited
IT - Software
2.54%0.71%0.71%

Unique to NIPPON INDIA BALANCED ADVANTAG

  • HDFC Bank Limited3.91%
  • State Bank of India3.43%
  • Bharti Airtel Limited2.33%
  • Mahindra & Mahindra Limited2.30%
  • NTPC Limited2.27%
  • Larsen & Toubro Limited2.00%

Unique to Nippon India Innovation

  • Info Edge (India) Limited4.16%
  • 3M India Limited3.91%
  • ZF Commercial Vehicle Control Systems India Limited3.88%
  • Trent Limited3.72%
  • Varun Beverages Limited3.69%
  • Delhivery Limited3.34%
  • Siemens Energy India Limited3.24%
  • Bajaj Finserv Limited3.11%

Sector Overlap Breakdown

Banks
5.3% (2)
Retailing
3.1% (3)
Petroleum Products
2.4% (1)
Electrical Equipment
1.6% (2)
IT - Software
1.5% (3)
Consumer Durables
1.1% (2)
Auto Components
1.1% (1)
Automobiles
0.9% (1)
Aerospace & Defense
0.7% (1)
Financial Technology (Fintech)
0.6% (1)
Beverages
0.6% (1)
Transport Services
0.6% (1)
Diversified
0.5% (1)
Leisure Services
0.4% (1)
Industrial Products
0.4% (1)
Industrial Manufacturing
0.4% (1)
Insurance
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.