NIPPON INDIA ETF NIFTY 50 BEES vs SBI Long Term Advantage Fund - Series III

Portfolio Overlap Analysis · Nippon vs SBI

36.3%
Moderate Overlap
10 common stocks · Rank #3636 of 28,292 pairs
Fund A
NIPPON INDIA ETF NIFTY 50 BEES
Nippon · Equity - Other

Common Holdings (10)

StockWt% in NIPPON INDIA ETF NIFTY 50 BEESWt% in SBI Long Term Advantage Fund -Overlap
Reliance Industries Limited
Petroleum Products
8.19%8.10%8.10%
HDFC Bank Limited
Banks
11.82%5.92%5.92%
ICICI Bank Limited
Banks
8.57%4.95%4.95%
Larsen & Toubro Limited
Construction
4.37%5.19%4.37%
State Bank of India
Banks
4.34%5.10%4.34%
Axis Bank Limited
Banks
3.45%5.66%3.45%
Kotak Mahindra Bank Limited
Banks
2.66%3.62%2.66%
Bajaj Finserv Limited
Finance
0.99%3.17%0.99%
SBI Life Insurance Company Limited
Insurance
0.80%1.85%0.80%
Tech Mahindra Limited
IT - Software
0.75%2.06%0.75%

Unique to NIPPON INDIA ETF NIFTY 50 BEES

  • Bharti Airtel Limited4.56%
  • Infosys Limited3.96%
  • Mahindra & Mahindra Limited2.64%

Unique to SBI Long Term Advantage Fund -

  • Aster DM Healthcare Ltd.5.46%
  • Bank of Baroda3.41%

Sector Overlap Breakdown

Banks
21.3% (5)
Petroleum Products
8.1% (1)
Construction
4.4% (1)
Finance
1.0% (1)
Insurance
0.8% (1)
IT - Software
0.8% (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.