NIPPON INDIA BALANCED ADVANTAGE FUND vs NIPPON INDIA RETIREMENT FUND - INCOME GENERATION SCHEME

Portfolio Overlap Analysis · Nippon vs Nippon

18.2%
Low Overlap
16 common stocks · Rank #12254 of 28,282 pairs
Fund A
NIPPON INDIA BALANCED ADVANTAGE FUND
Nippon · Balanced Advantage
Fund B
NIPPON INDIA RETIREMENT FUND - INCOME GENERATION SCHEME
Nippon · Equity - Other

Common Holdings (10)

StockWt% in NIPPON INDIA BALANCED ADVANTAGWt% in NIPPON INDIA RETIREMENT FUND -Overlap
ICICI Bank Limited
Banks
5.35%2.84%2.84%
State Bank of India
Banks
3.43%2.48%2.48%
HDFC Bank Limited
Banks
3.91%1.83%1.83%
Reliance Industries Limited
Petroleum Products
2.66%1.72%1.72%
Larsen & Toubro Limited
Construction
2.00%1.40%1.40%
NTPC Limited
Power
2.27%1.25%1.25%
Axis Bank Limited
Banks
2.41%1.24%1.24%
Mahindra & Mahindra Limited
Automobiles
2.30%0.93%0.93%
Samvardhana Motherson International Limited
Auto Components
1.05%0.88%0.88%
Infosys Limited
IT - Software
2.54%0.82%0.82%

Unique to NIPPON INDIA BALANCED ADVANTAG

  • Bharti Airtel Limited2.33%

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)
Automobiles
0.9% (1)
Auto Components
0.9% (1)
IT - Software
0.8% (1)
Retailing
0.7% (1)
Industrial Products
0.7% (1)
Insurance
0.5% (1)
Consumer Durables
0.5% (1)
Industrial Manufacturing
0.3% (1)
Healthcare Services
0.2% (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.