NIPPON INDIA BANKING & FINANCIAL SERVICES FUND vs TATA BANKING & FINANCIAL SERVICES FUND
Nippon vs Tata· Portfolio Overlap Analysis
65.4%High Overlap
16 common stocksRank #3783 / 5,000
Investor takeaway: These funds overlap 65.4%. Holding both gives you almost no extra diversification. You are effectively paying two expense ratios for the same portfolio core.
Common Holdings (16)
| Stock | Wt% in NIPPON INDIA BANKING & FINANCI | Wt% in TATA BANKING & FINANCIAL SERVI | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 14.24% | 16.33% | 14.24% |
ICICI Bank Limited Banks | 13.04% | 13.76% | 13.04% |
Axis Bank Limited Banks | 9.80% | 9.21% | 9.21% |
State Bank of India Banks | 6.51% | 10.43% | 6.51% |
SBI Life Insurance Company Limited Insurance | 3.50% | 3.64% | 3.50% |
Bajaj Finserv Limited Finance | 3.23% | 3.12% | 3.12% |
Bank of Baroda Banks | 2.78% | 3.61% | 2.78% |
ICICI Prudential Asset Management Company Limited Capital Markets | 2.51% | 2.38% | 2.38% |
IndusInd Bank Limited Banks | 2.63% | 2.16% | 2.16% |
Max Financial Services Limited Insurance | 2.58% | 1.98% | 1.98% |
HDFC Life Insurance Company Limited Insurance | 1.48% | 1.97% | 1.48% |
Multi Commodity Exchange of India Limited Capital Markets | 2.14% | 1.28% | 1.28% |
PNB Housing Finance Limited Finance | 1.05% | 1.90% | 1.05% |
Star Health And Allied Insurance Company Limited Insurance | 1.03% | 1.36% | 1.03% |
ICICI Lombard General Insurance Company Limited Insurance | 0.92% | 2.33% | 0.92% |
One 97 Communications Limited Financial Technology (Fintech) | 0.72% | 2.26% | 0.72% |
Unique to NIPPON INDIA BANKING & FINANCI
- SBI Cards and Payment Services Limited3.83%
- Kotak Mahindra Bank Limited3.10%
- The Federal Bank Limited2.76%
Unique to TATA BANKING & FINANCIAL SERVI
- SHRIRAM FINANCE LTD.4.49%
- CANARA HSBC LIFE INSURANCE COMPANY LTD2.50%
Sector Overlap Breakdown
Banks47.9% (6)
Insurance8.9% (5)
Finance4.2% (2)
Capital Markets3.7% (2)
Financial Technology (Fintech)0.7% (1)
More comparisons for NIPPON INDIA BANKING & FINANCI
- vs HDFC Banking & Financial Servi63.7% · 17 stocks
- vs ICICI Prudential Banking & Fin63.3% · 22 stocks
- vs Mirae Asset Banking and Financ62.0% · 16 stocks
More comparisons for TATA BANKING & FINANCIAL SERVI
- vs HDFC Banking & Financial Servi66.4% · 15 stocks
- vs TATA NIFTY FINANCIAL SERVICES 65.0% · 10 stocks
- vs Mirae Asset Nifty Financial Se65.0% · 10 stocks
- vs Mirae Asset Banking and Financ62.8% · 13 stocks
- vs ADITYA BIRLA SUN LIFE BANKING 60.9% · 16 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.