NIPPON INDIA BALANCED ADVANTAGE FUND vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Portfolio Overlap Analysis · Nippon vs Nippon
49.7%
High Overlap
41 common stocks · Rank #1112 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in NIPPON INDIA BALANCED ADVANTAG | Wt% in NIPPON INDIA RETIREMENT FUND - | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 5.35% | 7.59% | 5.35% |
HDFC Bank Limited Banks | 3.91% | 7.08% | 3.91% |
State Bank of India Banks | 3.43% | 3.99% | 3.43% |
Reliance Industries Limited Petroleum Products | 2.66% | 4.56% | 2.66% |
Infosys Limited IT - Software | 2.54% | 2.86% | 2.54% |
Axis Bank Limited Banks | 2.41% | 3.20% | 2.41% |
Bharti Airtel Limited Telecom - Services | 2.33% | 2.69% | 2.33% |
Mahindra & Mahindra Limited Automobiles | 2.30% | 2.54% | 2.30% |
NTPC Limited Power | 2.27% | 2.93% | 2.27% |
Larsen & Toubro Limited Construction | 2.00% | 3.62% | 2.00% |
Unique to NIPPON INDIA BALANCED ADVANTAG
All top holdings are shared with the other fund.
Unique to NIPPON INDIA RETIREMENT FUND -
- Bajaj Finance Limited2.86%
Sector Overlap Breakdown
Banks15.1% (4)
Power3.5% (3)
IT - Software3.5% (3)
Finance3.4% (3)
Automobiles3.2% (2)
Petroleum Products2.7% (1)
Telecom - Services2.3% (1)
Construction2.0% (1)
Pharmaceuticals & Biotechnology1.5% (2)
Beverages1.5% (3)
Transport Services1.3% (2)
Consumer Durables1.2% (3)
Auto Components1.1% (1)
Retailing1.0% (1)
Insurance0.8% (1)
Food Products0.8% (1)
Aerospace & Defense0.7% (1)
Healthcare Services0.7% (1)
Industrial Products0.7% (1)
Financial Technology (Fintech)0.6% (1)
Diversified Metals0.5% (1)
Textiles & Apparels0.5% (1)
Leisure Services0.5% (1)
Chemicals & Petrochemicals0.4% (1)
Industrial Manufacturing0.4% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for NIPPON INDIA BALANCED ADVANTAG
- vs SBI BSE 100 ETF48.8% · 47 stocks
- vs Nippon India Flexi Cap48.6% · 41 stocks
- vs NIPPON INDIA LARGE CAP48.0% · 38 stocks
- vs Parag Parikh Large Cap47.8% · 43 stocks
- vs HDFCN100ET47.8% · 43 stocks
More comparisons for NIPPON INDIA RETIREMENT FUND -
- vs Nippon India Flexi Cap57.1% · 37 stocks
- vs SBI BSE 100 ETF56.7% · 42 stocks
- vs NIPPON INDIA LARGE CAP55.9% · 32 stocks
- vs Parag Parikh Large Cap55.6% · 36 stocks
- vs HDFCN100ET55.5% · 36 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.