NIPPON INDIA CONSUMPTION FUND vs SBI Infrastructure Fund

Portfolio Overlap Analysis · Nippon vs SBI

5.5%
Low Overlap
1 common stocks · Rank #27457 of 28,282 pairs
Fund A
NIPPON INDIA CONSUMPTION FUND
Nippon · Sectoral - Consumption
Fund B
SBI Infrastructure Fund
SBI · Sectoral - Infra

Common Holdings (1)

StockWt% in NIPPON INDIA CONSUMPTIONWt% in SBI InfrastructureOverlap
Bharti Airtel Limited
Telecom - Services
5.54%5.46%5.46%

Unique to NIPPON INDIA CONSUMPTION

  • Mahindra & Mahindra Limited7.90%
  • Maruti Suzuki India Limited7.18%
  • ITC Limited6.35%
  • Eternal Limited5.56%
  • Hindustan Unilever Limited5.04%
  • Bajaj Auto Limited4.08%
  • Varun Beverages Limited3.25%
  • Trent Limited3.20%
  • Asian Paints Limited3.05%

Unique to SBI Infrastructure

  • Larsen & Toubro Ltd.10.13%
  • Reliance Industries Ltd.9.00%
  • Shree Cement Ltd.5.61%
  • Torrent Power Ltd.4.72%
  • Adani Energy Solutions Ltd.4.57%
  • Adani Ports and Special Economic Zone Ltd.3.93%
  • Siemens Ltd.3.68%
  • State Bank of India3.62%
  • Oil & Natural Gas Corporation Ltd.3.61%

Sector Overlap Breakdown

Telecom - Services
5.5% (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.