NIPPON INDIA EQUITY SAVINGS FUND vs NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME

Portfolio Overlap Analysis · Nippon vs Nippon

40.9%
High Overlap
22 common stocks · Rank #2530 of 28,292 pairs
Fund A
NIPPON INDIA EQUITY SAVINGS FUND
Nippon · Equity Savings
Fund B
NIPPON INDIA RETIREMENT FUND - WEALTH CREATION SCHEME
Nippon · Equity - Other

Common Holdings (10)

StockWt% in NIPPON INDIA EQUITY SAVINGSWt% in NIPPON INDIA RETIREMENT FUND -Overlap
ICICI Bank Limited
Banks
7.59%8.46%7.59%
HDFC Bank Limited
Banks
7.08%5.79%5.79%
Reliance Industries Limited
Petroleum Products
4.56%4.61%4.56%
Larsen & Toubro Limited
Construction
3.62%4.78%3.62%
Axis Bank Limited
Banks
3.20%2.86%2.86%
Bharti Airtel Limited
Telecom - Services
2.69%2.94%2.69%
Mahindra & Mahindra Limited
Automobiles
2.54%5.28%2.54%
State Bank of India
Banks
3.99%1.80%1.80%
NTPC Limited
Power
2.93%1.48%1.48%
Eternal Limited
Retailing
1.34%3.61%1.34%

Unique to NIPPON INDIA EQUITY SAVINGS

  • Kotak Mahindra Bank Limited4.10%
  • Grasim Industries Limited2.41%

Unique to NIPPON INDIA RETIREMENT FUND -

  • Bajaj Finance Limited2.86%
  • Infosys Limited2.86%

Sector Overlap Breakdown

Banks
18.0% (4)
Petroleum Products
4.6% (1)
Construction
3.6% (1)
Telecom - Services
2.7% (1)
Automobiles
2.5% (1)
IT - Software
1.7% (2)
Power
1.5% (1)
Retailing
1.3% (1)
Pharmaceuticals & Biotechnology
1.3% (1)
Diversified Metals
0.9% (1)
Industrial Products
0.7% (1)
Consumer Durables
0.7% (1)
Finance
0.6% (1)
Aerospace & Defense
0.2% (1)
Insurance
0.2% (1)
Ferrous Metals
0.2% (1)
Beverages
0.1% (1)
Food Products
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for NIPPON INDIA EQUITY SAVINGS

More comparisons for NIPPON INDIA RETIREMENT FUND -

Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.