Nippon India Flexi Cap Fund vs SBI Long Term Advantage Fund - Series IV

Portfolio Overlap Analysis · Nippon vs SBI

30.3%
Moderate Overlap
12 common stocks · Rank #5741 of 28,292 pairs
Fund A
Nippon India Flexi Cap Fund
Nippon · Flexi Cap
Fund B
SBI Long Term Advantage Fund - Series IV
SBI · Equity - Other

Common Holdings (10)

StockWt% in Nippon India Flexi CapWt% in SBI Long Term Advantage Fund -Overlap
HDFC Bank Limited
Banks
6.34%5.97%5.97%
ICICI Bank Limited
Banks
5.29%4.97%4.97%
Reliance Industries Limited
Petroleum Products
3.68%3.62%3.62%
Infosys Limited
IT - Software
3.06%3.96%3.06%
Bajaj Finance Limited
Finance
2.75%6.70%2.75%
Vedanta Limited
Diversified Metals
2.23%4.32%2.23%
State Bank of India
Banks
2.08%4.62%2.08%
Jindal Steel Limited
Ferrous Metals
1.48%3.89%1.48%
SBI Life Insurance Company Limited
Insurance
1.48%1.96%1.48%
Tata Motors Ltd
Agricultural, Commercial & Construction Vehicles
1.27%4.13%1.27%

Unique to Nippon India Flexi Cap

  • Axis Bank Limited4.37%
  • Larsen & Toubro Limited2.97%
  • Mahindra & Mahindra Limited2.56%
  • Maruti Suzuki India Limited2.26%

Unique to SBI Long Term Advantage Fund -

  • Tenneco Clean Air India Ltd.7.04%
  • Eicher Motors Ltd.4.62%
  • GKW Ltd.4.21%

Sector Overlap Breakdown

Banks
13.0% (3)
IT - Software
4.1% (2)
Petroleum Products
3.6% (1)
Finance
2.8% (1)
Diversified Metals
2.2% (1)
Ferrous Metals
1.5% (1)
Insurance
1.5% (1)
Agricultural, Commercial & Construction Vehicles
1.3% (1)
Construction
0.4% (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.