NIPPON INDIA BALANCED ADVANTAGE FUND vs SBI BSE 100 ETF

Portfolio Overlap Analysis · Nippon vs SBI

48.8%
High Overlap
47 common stocks · Rank #1233 of 28,292 pairs
Fund A
NIPPON INDIA BALANCED ADVANTAGE FUND
Nippon · Balanced Advantage
Fund B
SBI BSE 100 ETF
SBI · Equity - Other

Common Holdings (10)

StockWt% in NIPPON INDIA BALANCED ADVANTAGWt% in SBI BSE 100 ETFOverlap
ICICI Bank Limited
Banks
5.35%6.95%5.35%
HDFC Bank Limited
Banks
3.91%9.52%3.91%
State Bank of India
Banks
3.43%3.52%3.43%
Reliance Industries Limited
Petroleum Products
2.66%6.65%2.66%
Infosys Limited
IT - Software
2.54%3.27%2.54%
Axis Bank Limited
Banks
2.41%2.79%2.41%
Bharti Airtel Limited
Telecom - Services
2.33%3.70%2.33%
Mahindra & Mahindra Limited
Automobiles
2.30%2.14%2.14%
Larsen & Toubro Limited
Construction
2.00%3.53%2.00%
Bajaj Finance Limited
Finance
1.90%1.84%1.84%

Unique to NIPPON INDIA BALANCED ADVANTAG

  • NTPC Limited2.27%

Unique to SBI BSE 100 ETF

  • Kotak Mahindra Bank Ltd.2.15%

Sector Overlap Breakdown

Banks
16.2% (5)
IT - Software
3.7% (4)
Automobiles
3.6% (3)
Petroleum Products
2.7% (1)
Telecom - Services
2.6% (2)
Finance
2.4% (2)
Diversified FMCG
2.1% (2)
Construction
2.0% (1)
Power
1.7% (2)
Insurance
1.5% (3)
Retailing
1.4% (2)
Aerospace & Defense
0.9% (2)
Consumer Durables
0.8% (2)
Cement & Cement Products
0.8% (1)
Transport Services
0.8% (1)
Ferrous Metals
0.7% (1)
Beverages
0.6% (2)
Healthcare Services
0.6% (1)
Food Products
0.5% (1)
Chemicals & Petrochemicals
0.5% (2)
Industrial Products
0.5% (1)
Diversified Metals
0.5% (1)
Auto Components
0.4% (1)
Leisure Services
0.4% (1)
Pharmaceuticals & Biotechnology
0.4% (1)
Financial Technology (Fintech)
0.3% (1)
Personal Products
0.3% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for NIPPON INDIA BALANCED ADVANTAG

More comparisons for SBI BSE 100 ETF

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.