Nippon India Focused Fund vs NIPPON INDIA LARGE CAP FUND
Portfolio Overlap Analysis · Nippon vs Nippon
37.6%
Moderate Overlap
18 common stocks · Rank #3265 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in Nippon India Focused | Wt% in NIPPON INDIA LARGE CAP | Overlap |
|---|---|---|---|
ICICI Bank Limited Banks | 9.58% | 7.02% | 7.02% |
Reliance Industries Limited Petroleum Products | 5.35% | 5.30% | 5.30% |
HDFC Bank Limited Banks | 4.89% | 8.82% | 4.89% |
Axis Bank Limited Banks | 7.44% | 4.20% | 4.20% |
Infosys Limited IT - Software | 5.24% | 2.94% | 2.94% |
NTPC Limited Power | 5.46% | 2.48% | 2.48% |
State Bank of India Banks | 2.07% | 3.99% | 2.07% |
Samvardhana Motherson International Limited Auto Components | 2.80% | 1.65% | 1.65% |
Dr. Reddy's Laboratories Limited Pharmaceuticals & Biotechnology | 2.93% | 1.34% | 1.34% |
Eternal Limited Retailing | 3.85% | 1.10% | 1.10% |
Unique to Nippon India Focused
- SBI Cards and Payment Services Limited4.09%
- Siemens Energy India Limited3.78%
- Bajaj Finserv Limited3.60%
Unique to NIPPON INDIA LARGE CAP
- Larsen & Toubro Limited4.24%
- GE Vernova T&D India Limited2.82%
- Bajaj Finance Limited2.80%
- ITC Limited2.61%
Sector Overlap Breakdown
Banks18.2% (4)
Petroleum Products5.3% (1)
IT - Software2.9% (1)
Power2.5% (1)
Retailing2.0% (2)
Auto Components1.6% (1)
Pharmaceuticals & Biotechnology1.3% (1)
Agricultural, Commercial & Construction Vehicles1.0% (1)
Electrical Equipment0.9% (1)
Finance0.7% (1)
Beverages0.5% (1)
Cement & Cement Products0.3% (1)
Entertainment0.2% (1)
Industrial Manufacturing0.1% (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.