NIPPON INDIA BALANCED ADVANTAGE FUND vs Nippon India Multi Asset Allocation Fund
Portfolio Overlap Analysis · Nippon vs Nippon
38.6%
Moderate Overlap
53 common stocks · Rank #3060 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in NIPPON INDIA BALANCED ADVANTAG | Wt% in Nippon India Multi Asset Alloc | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 5.35% | 4.30% | 4.30% |
HDFC Bank Limited Banks | 3.91% | 3.01% | 3.01% |
Reliance Industries Limited Petroleum Products | 2.66% | 2.66% | 2.66% |
Infosys Limited IT - Software | 2.54% | 2.36% | 2.36% |
NTPC Limited Power | 2.27% | 1.77% | 1.77% |
Axis Bank Limited Banks | 2.41% | 1.73% | 1.73% |
State Bank of India Banks | 3.43% | 1.68% | 1.68% |
Kotak Mahindra Bank Limited Banks | 1.07% | 1.54% | 1.07% |
Samvardhana Motherson International Limited Auto Components | 1.05% | 1.11% | 1.05% |
Eternal Limited Retailing | 1.02% | 1.37% | 1.02% |
Unique to NIPPON INDIA BALANCED ADVANTAG
- Bharti Airtel Limited2.33%
- Mahindra & Mahindra Limited2.30%
- Larsen & Toubro Limited2.00%
Unique to Nippon India Multi Asset Alloc
- Hindustan Aeronautics Limited1.52%
- LG Electronics India Ltd1.40%
Sector Overlap Breakdown
Banks11.8% (5)
IT - Software3.1% (3)
Petroleum Products2.9% (2)
Power2.5% (3)
Retailing2.0% (3)
Consumer Durables1.7% (4)
Automobiles1.1% (2)
Diversified FMCG1.1% (2)
Auto Components1.1% (1)
Finance1.0% (3)
Telecom - Services0.9% (1)
Electrical Equipment0.9% (2)
Beverages0.8% (2)
Construction0.8% (1)
Industrial Products0.8% (2)
Transport Services0.7% (2)
Aerospace & Defense0.7% (1)
Insurance0.7% (2)
Pharmaceuticals & Biotechnology0.6% (2)
Ferrous Metals0.6% (1)
Leisure Services0.6% (2)
Diversified Metals0.5% (1)
Healthcare Services0.4% (1)
Cement & Cement Products0.4% (1)
Food Products0.4% (1)
Industrial Manufacturing0.3% (1)
Chemicals & Petrochemicals0.2% (1)
Realty0.2% (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.