Nippon India ELSS Tax Saver Fund vs SBI Nifty Next 50 Index Fund

Portfolio Overlap Analysis · Nippon vs SBI

20.6%
Moderate Overlap
15 common stocks · Rank #10607 of 28,292 pairs
Fund B
SBI Nifty Next 50 Index Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in Nippon India ELSS Tax SaverWt% in SBI Nifty Next 50 IndexOverlap
Samvardhana Motherson International Limited
Auto Components
3.42%2.55%2.55%
Power Finance Corporation Limited
Finance
2.52%2.59%2.52%
ICICI Lombard General Insurance Company Limited
Insurance
1.65%1.98%1.65%
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
1.59%3.50%1.59%
United Spirits Limited
Beverages
1.48%1.75%1.48%
Avenue Supermarts Limited
Retailing
1.47%2.44%1.47%
REC Limited
Finance
1.45%1.88%1.45%
The Indian Hotels Company Limited
Leisure Services
1.37%2.52%1.37%
Varun Beverages Limited
Beverages
1.36%2.66%1.36%
Tata Power Company Limited
Power
1.34%2.73%1.34%

Unique to Nippon India ELSS Tax Saver

  • ICICI Bank Limited7.65%
  • HDFC Bank Limited6.65%
  • Axis Bank Limited4.72%
  • State Bank of India4.10%
  • NTPC Limited3.57%
  • Reliance Industries Limited3.40%
  • Infosys Limited3.30%
  • TVS Holdings Limited2.87%

Unique to SBI Nifty Next 50 Index

  • Vedanta Ltd.5.24%
  • TVS Motor Company Ltd.3.91%
  • Bharat Petroleum Corporation Ltd.3.21%
  • Hindustan Aeronautics Ltd.3.19%
  • Cholamandalam Investment & Finance Co. Ltd.3.15%
  • Britannia Industries Ltd.3.04%
  • Indian Oil Corporation Ltd.3.01%

Sector Overlap Breakdown

Finance
4.0% (2)
Beverages
2.8% (2)
Auto Components
2.5% (1)
Retailing
1.9% (2)
Insurance
1.6% (1)
Pharmaceuticals & Biotechnology
1.6% (1)
Leisure Services
1.4% (1)
Power
1.3% (1)
Consumer Durables
0.9% (1)
Cement & Cement Products
0.9% (1)
Electrical Equipment
0.9% (1)
IT - Software
0.7% (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.