NIPPON INDIA BANKING & FINANCIAL SERVICES FUND vs HDFC Banking & Financial Services Fund

Portfolio Overlap Analysis · HDFC vs Nippon

63.7%
High Overlap
17 common stocks · Rank #462 of 28,292 pairs
Fund A
NIPPON INDIA BANKING & FINANCIAL SERVICES FUND
Nippon · Sectoral - Banking
Fund B
HDFC Banking & Financial Services Fund
HDFC · Sectoral - Banking

Common Holdings (10)

StockWt% in NIPPON INDIA BANKING & FINANCIWt% in HDFC Banking & Financial ServiOverlap
HDFC Bank Limited
Banks
14.24%16.63%14.24%
ICICI Bank Limited
Banks
13.04%13.99%13.04%
Axis Bank Limited
Banks
9.80%8.71%8.71%
State Bank of India
Banks
6.51%7.46%6.51%
SBI Life Insurance Company Limited
Insurance
3.50%3.12%3.12%
Kotak Mahindra Bank Limited
Banks
3.10%8.13%3.10%
ICICI Prudential Asset Management Company Limited
Capital Markets
2.51%1.98%1.98%
Bajaj Finance Limited
Finance
1.71%4.36%1.71%
IndusInd Bank Limited
Banks
2.63%1.63%1.63%
Max Financial Services Limited
Insurance
2.58%1.61%1.61%

Unique to NIPPON INDIA BANKING & FINANCI

  • SBI Cards and Payment Services Limited3.83%
  • Bajaj Finserv Limited3.23%
  • Bank of Baroda2.78%
  • The Federal Bank Limited2.76%

Unique to HDFC Banking & Financial Servi

  • Shriram Finance Ltd.4.89%
  • Au Small Finance Bank Ltd.2.97%
  • Karur Vysya Bank Ltd.2.33%

Sector Overlap Breakdown

Banks
50.3% (8)
Insurance
5.7% (3)
Finance
4.0% (3)
Capital Markets
3.8% (3)

Analysis

AI-generated comparative analysis coming soon.

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