Nippon India Index Fund - BSE Sensex Plan vs SBI Dividend Yield Fund
Portfolio Overlap Analysis · Nippon vs SBI
45.0%
High Overlap
14 common stocks · Rank #1752 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in Nippon India Index Fund - BSE | Wt% in SBI Dividend Yield | Overlap |
|---|---|---|---|
HDFC Bank Limited Banks | 14.05% | 8.21% | 8.21% |
ICICI Bank Limited Banks | 10.25% | 6.21% | 6.21% |
Larsen & Toubro Limited Construction | 5.21% | 5.39% | 5.21% |
State Bank of India Banks | 5.19% | 5.50% | 5.19% |
Infosys Limited IT - Software | 4.83% | 4.69% | 4.69% |
Tata Consultancy Services Limited IT - Software | 2.78% | 3.89% | 2.78% |
Hindustan Unilever Limited Diversified FMCG | 2.17% | 2.43% | 2.17% |
Axis Bank Limited Banks | 4.11% | 2.16% | 2.16% |
Maruti Suzuki India Limited Automobiles | 2.04% | 3.80% | 2.04% |
Tata Steel Limited Ferrous Metals | 1.82% | 1.58% | 1.58% |
Unique to Nippon India Index Fund - BSE
- Reliance Industries Limited9.81%
- Bharti Airtel Limited5.46%
- Kotak Mahindra Bank Limited3.18%
- Mahindra & Mahindra Limited3.17%
Unique to SBI Dividend Yield
- Power Grid Corporation of India Ltd.4.04%
- Oil & Natural Gas Corporation Ltd.3.10%
- GAIL (India) Ltd.2.83%
Sector Overlap Breakdown
Banks21.8% (4)
IT - Software8.4% (3)
Construction5.2% (1)
Diversified FMCG2.2% (1)
Automobiles2.0% (1)
Ferrous Metals1.6% (1)
Power1.4% (1)
Cement & Cement Products1.3% (1)
Consumer Durables1.1% (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.