Nippon India Growth Mid Cap Fund (Mid Cap Fund- An open ended equity scheme predominantly investing in mid cap stocks) vs SBI BSE Sensex Next 50 ETF

Portfolio Overlap Analysis · Nippon vs SBI

24.4%

Moderate Overlap

18 common stocks · Rank #8361 of 28,292 pairs

Fund A

Nippon India Growth Mid Cap Fund (Mid Cap Fund- An open ended equity scheme predominantly investing in mid cap stocks)

Nippon · Mid Cap

Fund B

SBI BSE Sensex Next 50 ETF

SBI · Equity - Other

Common Holdings (10)

Stock	Wt% in Nippon India Growth Mid Cap Fu	Wt% in SBI BSE Sensex Next 50 ETF	Overlap
The Federal Bank Limited Banks	2.80%	2.71%	2.71%
Power Finance Corporation Limited Finance	2.09%	2.20%	2.09%
AU Small Finance Bank Limited Banks	2.40%	1.97%	1.97%
Indus Towers Limited Telecom - Services	1.86%	2.16%	1.86%
Persistent Systems Limited IT - Software	1.77%	1.89%	1.77%
Samvardhana Motherson International Limited Auto Components	1.58%	2.17%	1.58%
Varun Beverages Limited Beverages	1.54%	2.24%	1.54%
Cummins India Limited Industrial Products	1.45%	2.45%	1.45%
Lupin Limited Pharmaceuticals & Biotechnology	1.34%	2.05%	1.34%
ICICI Lombard General Insurance Company Limited Insurance	1.17%	1.67%	1.17%

Unique to Nippon India Growth Mid Cap Fu

BSE Limited3.26%
Fortis Healthcare Limited2.90%
Voltas Limited2.45%
Bharat Forge Limited2.37%
Ashok Leyland Limited2.11%
Max Financial Services Limited2.10%
Cholamandalam Financial Holdings Limited1.98%

Unique to SBI BSE Sensex Next 50 ETF

Vedanta Ltd.4.44%
TVS Motor Company Ltd.3.31%
Divi's Laboratories Ltd.3.00%
HDFC Life Insurance Company Ltd.2.83%
Bharat Petroleum Corporation Ltd.2.77%
Hero MotoCorp Ltd.2.73%
Cholamandalam Investment & Finance Co. Ltd.2.67%
Britannia Industries Ltd.2.60%
Indian Oil Corporation Ltd.2.53%

Sector Overlap Breakdown

Banks

5.0% (3)

Finance

2.9% (2)

Auto Components

2.7% (2)

Telecom - Services

1.9% (1)

IT - Software

1.8% (1)

Beverages

1.5% (1)

Industrial Products

1.4% (1)

Pharmaceuticals & Biotechnology

1.3% (1)

Insurance

1.2% (1)

Consumer Durables

1.1% (1)

Retailing

1.1% (1)

Leisure Services

0.9% (1)

Capital Markets

0.9% (1)

Personal Products

0.7% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for Nippon India Growth Mid Cap Fu

vs Nippon India ETF Nifty Midcap 47.8% · 61 stocks
vs Nippon India Nifty Midcap 150 47.8% · 61 stocks
vs HDFCMIDETF47.7% · 61 stocks
vs SBI Nifty Midcap 150 Index47.6% · 61 stocks
vs HDFC NIFTY MIDCAP 150 INDEX47.6% · 61 stocks

More comparisons for SBI BSE Sensex Next 50 ETF

vs Nippon India ETF BSE Sensex Ne99.9% · 50 stocks
vs NIPPON INDIA ETF NIFTY NEXT 5062.0% · 30 stocks
vs SBI Nifty Next 50 ETF62.0% · 30 stocks
vs SBI Nifty Next 50 Index62.0% · 30 stocks
vs HDFCNY50ET62.0% · 30 stocks

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