Nippon India ELSS Tax Saver Fund vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME

Portfolio Overlap Analysis · Nippon vs Nippon

50.6%
High Overlap
31 common stocks · Rank #988 of 28,292 pairs
Fund A
Nippon India ELSS Tax Saver Fund
Nippon · ELSS
Fund B
NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Nippon · Equity - Other

Common Holdings (10)

StockWt% in Nippon India ELSS Tax SaverWt% in NIPPON INDIA RETIREMENT FUND -Overlap
ICICI Bank Limited
Banks
7.65%7.59%7.59%
HDFC Bank Limited
Banks
6.65%7.08%6.65%
State Bank of India
Banks
4.10%3.99%3.99%
Reliance Industries Limited
Petroleum Products
3.40%4.56%3.40%
Axis Bank Limited
Banks
4.72%3.20%3.20%
NTPC Limited
Power
3.57%2.93%2.93%
Infosys Limited
IT - Software
3.30%2.86%2.86%
Samvardhana Motherson International Limited
Auto Components
3.42%1.89%1.89%
InterGlobe Aviation Limited
Transport Services
1.50%1.54%1.50%
Larsen & Toubro Limited
Construction
1.43%3.62%1.43%

Unique to Nippon India ELSS Tax Saver

  • TVS Holdings Limited2.87%
  • Power Finance Corporation Limited2.52%

Unique to NIPPON INDIA RETIREMENT FUND -

  • Bajaj Finance Limited2.86%
  • Bharti Airtel Limited2.69%

Sector Overlap Breakdown

Banks
21.4% (4)
Power
5.2% (4)
Petroleum Products
3.4% (1)
Beverages
3.0% (3)
IT - Software
2.9% (1)
Pharmaceuticals & Biotechnology
2.5% (4)
Auto Components
1.9% (1)
Retailing
1.8% (2)
Consumer Durables
1.8% (3)
Transport Services
1.5% (1)
Insurance
1.4% (2)
Construction
1.4% (1)
Finance
1.3% (1)
Leisure Services
0.6% (1)
Entertainment
0.3% (1)
IT - Services
0.1% (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.