NIPPON INDIA ETF NIFTY 50 BEES vs SBI RETIREMENT BENEFIT FUND - AGGRESSIVE PLAN

Portfolio Overlap Analysis · Nippon vs SBI

44.8%
High Overlap
14 common stocks · Rank #1783 of 28,282 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 RETIREMENT BENEFIT FUND - Overlap
HDFC Bank Limited
Banks
11.82%7.65%7.65%
ICICI Bank Limited
Banks
8.57%5.85%5.85%
Reliance Industries Limited
Petroleum Products
8.19%5.57%5.57%
Larsen & Toubro Limited
Construction
4.37%4.38%4.37%
State Bank of India
Banks
4.34%4.50%4.34%
Infosys Limited
IT - Software
3.96%3.02%3.02%
Axis Bank Limited
Banks
3.45%2.99%2.99%
Kotak Mahindra Bank Limited
Banks
2.66%2.64%2.64%
Bajaj Finance Limited
Finance
2.30%2.31%2.30%
Maruti Suzuki India Limited
Automobiles
1.70%3.91%1.70%

Unique to NIPPON INDIA ETF NIFTY 50 BEES

  • Bharti Airtel Limited4.56%
  • Mahindra & Mahindra Limited2.64%

Unique to SBI RETIREMENT BENEFIT FUND -

  • Ultratech Cement Ltd.2.98%

Sector Overlap Breakdown

Banks
23.5% (5)
Petroleum Products
5.6% (1)
Construction
4.4% (1)
Finance
3.3% (2)
IT - Software
3.0% (1)
Automobiles
1.7% (1)
Cement & Cement Products
1.3% (1)
Non - Ferrous Metals
1.2% (1)
Consumer Durables
0.9% (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.