Nippon India Index Fund - BSE Sensex Plan vs SBI Infrastructure Fund

Portfolio Overlap Analysis · Nippon vs SBI

29.8%
Moderate Overlap
8 common stocks · Rank #5951 of 28,282 pairs
Fund A
Nippon India Index Fund - BSE Sensex Plan
Nippon · Equity - Other
Fund B
SBI Infrastructure Fund
SBI · Sectoral - Infra

Common Holdings (8)

StockWt% in Nippon India Index Fund - BSE Wt% in SBI InfrastructureOverlap
Reliance Industries Limited
Petroleum Products
9.81%9.00%9.00%
Bharti Airtel Limited
Telecom - Services
5.46%5.46%5.46%
Larsen & Toubro Limited
Construction
5.21%10.13%5.21%
State Bank of India
Banks
5.19%3.62%3.62%
HDFC Bank Limited
Banks
14.05%1.91%1.91%
NTPC Limited
Power
1.89%2.93%1.89%
UltraTech Cement Limited
Cement & Cement Products
1.55%3.27%1.55%
Adani Ports and Special Economic Zone Limited
Transport Infrastructure
1.16%3.93%1.16%

Unique to Nippon India Index Fund - BSE

  • ICICI Bank Limited10.25%
  • Infosys Limited4.83%
  • Axis Bank Limited4.11%
  • Kotak Mahindra Bank Limited3.18%
  • Mahindra & Mahindra Limited3.17%

Unique to SBI Infrastructure

  • Shree Cement Ltd.5.61%
  • Torrent Power Ltd.4.72%
  • Adani Energy Solutions Ltd.4.57%
  • Siemens Ltd.3.68%
  • Oil & Natural Gas Corporation Ltd.3.61%

Sector Overlap Breakdown

Petroleum Products
9.0% (1)
Banks
5.5% (2)
Telecom - Services
5.5% (1)
Construction
5.2% (1)
Power
1.9% (1)
Cement & Cement Products
1.6% (1)
Transport Infrastructure
1.2% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for Nippon India Index Fund - BSE

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