NIPPON INDIA BANKING & FINANCIAL SERVICES FUND vs SBI RETIREMENT BENEFIT FUND - CONSERVATIVE PLAN

Portfolio Overlap Analysis · Nippon vs SBI

6.0%
Low Overlap
9 common stocks · Rank #26530 of 28,292 pairs
Fund A
NIPPON INDIA BANKING & FINANCIAL SERVICES FUND
Nippon · Sectoral - Banking
Fund B
SBI RETIREMENT BENEFIT FUND - CONSERVATIVE PLAN
SBI · Sectoral - IT

Common Holdings (9)

StockWt% in NIPPON INDIA BANKING & FINANCIWt% in SBI RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Limited
Banks
14.24%1.53%1.53%
ICICI Bank Limited
Banks
13.04%1.17%1.17%
State Bank of India
Banks
6.51%0.94%0.94%
Axis Bank Limited
Banks
9.80%0.60%0.60%
Kotak Mahindra Bank Limited
Banks
3.10%0.53%0.53%
Bajaj Finance Limited
Finance
1.71%0.44%0.44%
Bajaj Finserv Limited
Finance
3.23%0.34%0.34%
ICICI Prudential Life Insurance Company Limited
Insurance
0.76%0.24%0.24%
HDB Financial Services Limited
Finance
0.52%0.20%0.20%

Unique to NIPPON INDIA BANKING & FINANCI

  • SBI Cards and Payment Services Limited3.83%
  • SBI Life Insurance Company Limited3.50%
  • Bank of Baroda2.78%
  • The Federal Bank Limited2.76%

Unique to SBI RETIREMENT BENEFIT FUND -

  • Reliance Industries Ltd.1.14%
  • Larsen & Toubro Ltd.0.86%
  • Maruti Suzuki India Ltd.0.77%
  • Ultratech Cement Ltd.0.66%
  • Infosys Ltd.0.65%

Sector Overlap Breakdown

Banks
4.8% (5)
Finance
1.0% (3)
Insurance
0.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for NIPPON INDIA BANKING & FINANCI

More comparisons for SBI RETIREMENT BENEFIT FUND -

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