Nippon India Flexi Cap Fund vs SBI Nifty 500 Index Fund

Portfolio Overlap Analysis · Nippon vs SBI

46.9%
High Overlap
76 common stocks · Rank #1451 of 28,292 pairs
Fund A
Nippon India Flexi Cap Fund
Nippon · Flexi Cap
Fund B
SBI Nifty 500 Index Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in Nippon India Flexi CapWt% in SBI Nifty 500 IndexOverlap
HDFC Bank Limited
Banks
6.34%6.96%6.34%
ICICI Bank Limited
Banks
5.29%5.05%5.05%
Reliance Industries Limited
Petroleum Products
3.68%4.82%3.68%
Larsen & Toubro Limited
Construction
2.97%2.58%2.58%
Infosys Limited
IT - Software
3.06%2.33%2.33%
State Bank of India
Banks
2.08%2.56%2.08%
Axis Bank Limited
Banks
4.37%2.03%2.03%
Bharti Airtel Limited
Telecom - Services
2.02%2.68%2.02%
Mahindra & Mahindra Limited
Automobiles
2.56%1.55%1.55%
Bajaj Finance Limited
Finance
2.75%1.36%1.36%

Unique to Nippon India Flexi Cap

  • Maruti Suzuki India Limited2.26%
  • Vedanta Limited2.23%

Unique to SBI Nifty 500 Index

  • Kotak Mahindra Bank Ltd.1.56%

Sector Overlap Breakdown

Banks
17.6% (8)
Petroleum Products
3.9% (2)
IT - Software
3.3% (6)
Construction
2.6% (2)
Automobiles
2.5% (2)
Finance
2.3% (5)
Retailing
2.2% (6)
Telecom - Services
2.2% (3)
Diversified FMCG
1.2% (1)
Power
1.0% (3)
Pharmaceuticals & Biotechnology
0.9% (4)
Cement & Cement Products
0.8% (1)
Transport Services
0.7% (2)
Diversified Metals
0.6% (1)
Consumer Durables
0.6% (5)
Insurance
0.5% (2)
Financial Technology (Fintech)
0.5% (2)
Electrical Equipment
0.5% (3)
Auto Components
0.5% (2)
Healthcare Services
0.5% (2)
Beverages
0.4% (2)
Aerospace & Defense
0.4% (1)
Leisure Services
0.3% (2)
Personal Products
0.3% (1)
Ferrous Metals
0.2% (1)
Capital Markets
0.2% (3)
Industrial Products
0.1% (2)
Industrial Manufacturing
0.1% (1)
IT - Services
0.0% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for Nippon India Flexi Cap

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