Nippon India Focused Fund vs Nippon India Index Fund - BSE Sensex Plan

Portfolio Overlap Analysis · Nippon vs Nippon

36.6%
Moderate Overlap
10 common stocks · Rank #3558 of 28,292 pairs
Fund A
Nippon India Focused Fund
Nippon · Focused
Fund B
Nippon India Index Fund - BSE Sensex Plan
Nippon · Equity - Other

Common Holdings (10)

StockWt% in Nippon India FocusedWt% in Nippon India Index Fund - BSE Overlap
ICICI Bank Limited
Banks
9.58%10.25%9.58%
Reliance Industries Limited
Petroleum Products
5.35%9.81%5.35%
HDFC Bank Limited
Banks
4.89%14.05%4.89%
Infosys Limited
IT - Software
5.24%4.83%4.83%
Axis Bank Limited
Banks
7.44%4.11%4.11%
State Bank of India
Banks
2.07%5.19%2.07%
NTPC Limited
Power
5.46%1.89%1.89%
Eternal Limited
Retailing
3.85%1.78%1.78%
Bajaj Finserv Limited
Finance
3.60%1.19%1.19%
Trent Limited
Retailing
3.28%0.89%0.89%

Unique to Nippon India Focused

  • SBI Cards and Payment Services Limited4.09%
  • Siemens Energy India Limited3.78%

Unique to Nippon India Index Fund - BSE

  • Bharti Airtel Limited5.46%
  • Larsen & Toubro Limited5.21%
  • Kotak Mahindra Bank Limited3.18%
  • Mahindra & Mahindra Limited3.17%

Sector Overlap Breakdown

Banks
20.6% (4)
Petroleum Products
5.3% (1)
IT - Software
4.8% (1)
Retailing
2.7% (2)
Power
1.9% (1)
Finance
1.2% (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.