Nippon India BSE Sensex Next 30 Index Fund vs SBI Balanced Advantage Fund
Portfolio Overlap Analysis · Nippon vs SBI
5.4%
Low Overlap
15 common stocks · Rank #27565 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in Nippon India BSE Sensex Next 3 | Wt% in SBI Balanced Advantage | Overlap |
|---|---|---|---|
Tata Motors Passenger Vehicles Limited Automobiles | 3.08% | 2.11% | 2.11% |
Oil & Natural Gas Corporation Limited Oil | 4.19% | 0.81% | 0.81% |
Cipla Limited Pharmaceuticals & Biotechnology | 2.92% | 0.70% | 0.70% |
Tata Power Company Limited Power | 2.40% | 0.36% | 0.36% |
Wipro Limited IT - Software | 2.18% | 0.27% | 0.27% |
Hindalco Industries Limited Non - Ferrous Metals | 5.11% | 0.26% | 0.26% |
Grasim Industries Limited Cement & Cement Products | 4.09% | 0.26% | 0.26% |
Shriram Finance Limited Finance | 5.76% | 0.19% | 0.19% |
SBI Life Insurance Company Limited Insurance | 3.52% | 0.15% | 0.15% |
Nestle India Limited Food Products | 3.53% | 0.13% | 0.13% |
Unique to Nippon India BSE Sensex Next 3
- Vedanta Limited4.63%
- JSW Steel Limited4.52%
- Bajaj Auto Limited4.27%
- Eicher Motors Limited4.21%
- Coal India Limited3.77%
Unique to SBI Balanced Advantage
- Reliance Industries Ltd.5.22%
- HDFC Bank Ltd.4.83%
- GAIL (India) Ltd.2.50%
- Tata Steel Ltd.2.10%
- Axis Bank Ltd.2.04%
- Larsen & Toubro Ltd.1.99%
- Punjab National Bank1.96%
- Tech Mahindra Ltd.1.82%
- Mahindra & Mahindra Ltd.1.81%
Sector Overlap Breakdown
Automobiles2.1% (1)
Oil0.8% (1)
Pharmaceuticals & Biotechnology0.7% (2)
Power0.4% (1)
IT - Software0.3% (1)
Non - Ferrous Metals0.3% (1)
Cement & Cement Products0.3% (1)
Finance0.2% (1)
Insurance0.1% (1)
Food Products0.1% (1)
Diversified Metals0.1% (1)
Ferrous Metals0.1% (1)
Agricultural Food & other Products0.0% (1)
Leisure Services0.0% (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.