NIPPON INDIA BALANCED ADVANTAGE FUND vs Parag Parikh Large Cap Fund

Portfolio Overlap Analysis · Nippon vs PPFAS

47.8%
High Overlap
43 common stocks · Rank #1349 of 28,292 pairs
Fund A
NIPPON INDIA BALANCED ADVANTAGE FUND
Nippon · Balanced Advantage
Fund B
Parag Parikh Large Cap Fund
PPFAS · Large Cap

Common Holdings (10)

StockWt% in NIPPON INDIA BALANCED ADVANTAGWt% in Parag Parikh Large CapOverlap
ICICI Bank Limited
Banks
7.17%5.35%5.35%
HDFC Bank Limited
Banks
9.77%3.91%3.91%
State Bank of India
Banks
3.61%3.43%3.43%
Reliance Industries Limited
Petroleum Products
6.82%2.66%2.66%
Infosys Limited
IT - Software
3.30%2.54%2.54%
Axis Bank Limited
Banks
2.91%2.41%2.41%
Bharti Airtel Limited
Telecom - Services
3.79%2.33%2.33%
Mahindra & Mahindra Limited
Automobiles
2.20%2.30%2.20%
Larsen & Toubro Limited
Construction
3.64%2.00%2.00%
Bajaj Finance Limited
Finance
1.92%1.90%1.90%

Unique to NIPPON INDIA BALANCED ADVANTAG

  • NTPC Limited2.27%

Unique to Parag Parikh Large Cap

  • Kotak Mahindra Bank Limited2.25%

Sector Overlap Breakdown

Banks
16.2% (5)
Automobiles
3.7% (3)
IT - Software
3.5% (3)
Petroleum Products
2.7% (1)
Finance
2.4% (2)
Telecom - Services
2.3% (1)
Diversified FMCG
2.1% (2)
Construction
2.0% (1)
Power
1.8% (2)
Insurance
1.6% (3)
Retailing
1.4% (2)
Ferrous Metals
1.1% (2)
Aerospace & Defense
0.9% (2)
Cement & Cement Products
0.8% (1)
Transport Services
0.8% (1)
Beverages
0.7% (2)
Electrical Equipment
0.6% (2)
Healthcare Services
0.6% (1)
Food Products
0.5% (1)
Diversified Metals
0.5% (1)
Consumer Durables
0.5% (1)
Auto Components
0.4% (1)
Leisure Services
0.4% (1)
Personal Products
0.3% (1)
Chemicals & Petrochemicals
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.