Nippon India Focused Fund vs SPICE

Portfolio Overlap Analysis · Nippon vs ICICI

36.5%
Moderate Overlap
10 common stocks · Rank #3589 of 28,292 pairs
Fund A
Nippon India Focused Fund
Nippon · Focused
Fund B
SPICE
ICICI · Equity - Other

Common Holdings (10)

StockWt% in Nippon India FocusedWt% in SPICEOverlap
ICICI Bank Limited
Banks
9.58%11.05%9.58%
Reliance Industries Limited
Petroleum Products
5.35%9.84%5.35%
Infosys Limited
IT - Software
5.24%5.63%5.24%
HDFC Bank Limited
Banks
4.89%16.00%4.89%
Axis Bank Limited
Banks
7.44%3.19%3.19%
Eternal Limited
Retailing
3.85%2.24%2.24%
State Bank of India
Banks
2.07%3.20%2.07%
NTPC Limited
Power
5.46%1.66%1.66%
Trent Limited
Retailing
3.28%1.16%1.16%
Bajaj Finserv Limited
Finance
3.60%1.11%1.11%

Unique to Nippon India Focused

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

Unique to SPICE

  • Bharti Airtel Ltd.5.25%
  • Larsen & Toubro Ltd.4.44%
  • ITC Ltd.3.99%
  • Tata Consultancy Services Ltd.3.22%

Sector Overlap Breakdown

Banks
19.7% (4)
Petroleum Products
5.3% (1)
IT - Software
5.2% (1)
Retailing
3.4% (2)
Power
1.7% (1)
Finance
1.1% (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.