Nippon India Focused Fund vs Nippon India Innovation Fund

Portfolio Overlap Analysis · Nippon vs Nippon

39.8%
Moderate Overlap
17 common stocks · Rank #2752 of 28,282 pairs
Fund A
Nippon India Focused Fund
Nippon · Focused
Fund B
Nippon India Innovation Fund
Nippon · Equity - Other

Common Holdings (10)

StockWt% in Nippon India FocusedWt% in Nippon India InnovationOverlap
Trent Limited
Retailing
3.28%3.72%3.28%
Siemens Energy India Limited
Electrical Equipment
3.78%3.24%3.24%
Varun Beverages Limited
Beverages
3.19%3.69%3.19%
Bajaj Finserv Limited
Finance
3.60%3.11%3.11%
Axis Bank Limited
Banks
7.44%3.01%3.01%
Eternal Limited
Retailing
3.85%2.99%2.99%
FSN E-Commerce Ventures Limited
Retailing
2.99%3.06%2.99%
ICICI Bank Limited
Banks
9.58%2.88%2.88%
3M India Limited
Diversified
2.85%3.91%2.85%
Samvardhana Motherson International Limited
Auto Components
2.80%4.58%2.80%

Unique to Nippon India Focused

  • NTPC Limited5.46%
  • Reliance Industries Limited5.35%
  • Infosys Limited5.24%
  • HDFC Bank Limited4.89%
  • SBI Cards and Payment Services Limited4.09%

Unique to Nippon India Innovation

  • Info Edge (India) Limited4.16%
  • Avenue Supermarts Limited4.00%
  • ZF Commercial Vehicle Control Systems India Limited3.88%
  • Delhivery Limited3.34%

Sector Overlap Breakdown

Retailing
9.3% (3)
Banks
5.9% (2)
Finance
5.5% (2)
Electrical Equipment
3.2% (1)
Beverages
3.2% (1)
Diversified
2.9% (1)
Auto Components
2.8% (1)
Petroleum Products
2.4% (1)
Healthcare Services
2.0% (1)
Leisure Services
1.4% (2)
IT - Software
0.7% (1)
Agricultural, Commercial & Construction Vehicles
0.5% (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.