Nippon India ETF BSE Sensex Next 50 vs Nippon India Growth Mid Cap Fund (Mid Cap Fund- An open ended equity scheme predominantly investing in mid cap stocks)

Portfolio Overlap Analysis · Nippon vs Nippon

24.4%
Moderate Overlap
18 common stocks · Rank #8360 of 28,292 pairs

Common Holdings (10)

StockWt% in Nippon India ETF BSE Sensex NeWt% in Nippon India Growth Mid Cap FuOverlap
The Federal Bank Limited
Banks
2.80%2.71%2.71%
Power Finance Corporation Limited
Finance
2.09%2.20%2.09%
AU Small Finance Bank Limited
Banks
2.40%1.97%1.97%
Indus Towers Limited
Telecom - Services
1.86%2.16%1.86%
Persistent Systems Limited
IT - Software
1.77%1.89%1.77%
Samvardhana Motherson International Limited
Auto Components
1.58%2.17%1.58%
Varun Beverages Limited
Beverages
1.54%2.24%1.54%
Cummins India Limited
Industrial Products
1.45%2.44%1.45%
Lupin Limited
Pharmaceuticals & Biotechnology
1.34%2.04%1.34%
ICICI Lombard General Insurance Company Limited
Insurance
1.17%1.67%1.17%

Unique to Nippon India ETF BSE Sensex Ne

  • Vedanta Limited4.43%
  • TVS Motor Company Limited3.31%
  • Divi's Laboratories Limited3.00%
  • HDFC Life Insurance Company Limited2.83%
  • Bharat Petroleum Corporation Limited2.76%
  • Hero MotoCorp Limited2.72%
  • Cholamandalam Investment and Finance Company Ltd2.67%
  • Britannia Industries Limited2.60%
  • Indian Oil Corporation Limited2.53%

Unique to Nippon India Growth Mid Cap Fu

  • BSE Limited3.26%
  • Fortis Healthcare Limited2.90%
  • Voltas Limited2.45%
  • Bharat Forge Limited2.37%
  • Ashok Leyland Limited2.11%
  • Max Financial Services Limited2.10%
  • Cholamandalam Financial Holdings Limited1.98%

Sector Overlap Breakdown

Banks
5.0% (3)
Finance
2.9% (2)
Auto Components
2.7% (2)
Telecom - Services
1.9% (1)
IT - Software
1.8% (1)
Beverages
1.5% (1)
Industrial Products
1.4% (1)
Pharmaceuticals & Biotechnology
1.3% (1)
Insurance
1.2% (1)
Consumer Durables
1.1% (1)
Retailing
1.1% (1)
Leisure Services
0.9% (1)
Capital Markets
0.9% (1)
Personal Products
0.7% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for Nippon India ETF BSE Sensex Ne

More comparisons for Nippon India Growth Mid Cap Fu

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