NIPPON INDIA BALANCED ADVANTAGE FUND vs SPBSEETF
Portfolio Overlap Analysis · Nippon vs ICICI
43.3%
High Overlap
70 common stocks · Rank #2021 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in NIPPON INDIA BALANCED ADVANTAG | Wt% in SPBSEETF | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 5.35% | 5.61% | 5.35% |
HDFC Bank Limited Banks | 3.91% | 8.13% | 3.91% |
Reliance Industries Limited Petroleum Products | 2.66% | 5.00% | 2.66% |
Infosys Limited IT - Software | 2.54% | 2.86% | 2.54% |
Bharti Airtel Limited Telecom - Services | 2.33% | 2.67% | 2.33% |
Larsen & Toubro Limited Construction | 2.00% | 2.26% | 2.00% |
State Bank of India Banks | 3.43% | 1.62% | 1.62% |
Axis Bank Limited Banks | 2.41% | 1.62% | 1.62% |
Mahindra & Mahindra Limited Automobiles | 2.30% | 1.50% | 1.50% |
Bajaj Finance Limited Finance | 1.90% | 1.22% | 1.22% |
Unique to NIPPON INDIA BALANCED ADVANTAG
- NTPC Limited2.27%
Unique to SPBSEETF
- ITC Ltd.2.03%
- Tata Consultancy Services Ltd.1.63%
Sector Overlap Breakdown
Banks12.5% (4)
IT - Software3.6% (5)
Petroleum Products2.9% (2)
Automobiles2.7% (3)
Telecom - Services2.6% (2)
Diversified FMCG2.1% (2)
Construction2.0% (1)
Finance1.7% (4)
Retailing1.5% (3)
Power1.2% (3)
Insurance1.1% (3)
Consumer Durables0.9% (3)
Ferrous Metals0.9% (2)
Aerospace & Defense0.8% (2)
Transport Services0.7% (2)
Beverages0.7% (3)
Cement & Cement Products0.6% (1)
Electrical Equipment0.5% (3)
Pharmaceuticals & Biotechnology0.5% (4)
Leisure Services0.5% (3)
Chemicals & Petrochemicals0.5% (2)
Healthcare Services0.4% (1)
Diversified Metals0.4% (1)
Food Products0.4% (1)
Financial Technology (Fintech)0.3% (1)
Industrial Products0.3% (2)
Personal Products0.3% (1)
Auto Components0.2% (1)
Textiles & Apparels0.2% (1)
Realty0.1% (1)
Industrial Manufacturing0.1% (1)
Diversified0.1% (1)
Capital Markets0.0% (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.