Nippon India Index Fund - BSE Sensex Plan vs SBI Long Term Advantage Fund - Series III
Portfolio Overlap Analysis · Nippon vs SBI
38.6%
Moderate Overlap
9 common stocks · Rank #3028 of 28,292 pairs
Common Holdings (9)
| Stock | Wt% in Nippon India Index Fund - BSE | Wt% in SBI Long Term Advantage Fund - | Overlap |
|---|---|---|---|
Reliance Industries Limited Petroleum Products | 9.81% | 8.10% | 8.10% |
HDFC Bank Limited Banks | 14.05% | 5.92% | 5.92% |
Larsen & Toubro Limited Construction | 5.21% | 5.19% | 5.19% |
State Bank of India Banks | 5.19% | 5.10% | 5.10% |
ICICI Bank Limited Banks | 10.25% | 4.95% | 4.95% |
Axis Bank Limited Banks | 4.11% | 5.66% | 4.11% |
Kotak Mahindra Bank Limited Banks | 3.18% | 3.62% | 3.18% |
Bajaj Finserv Limited Finance | 1.19% | 3.17% | 1.19% |
Tech Mahindra Limited IT - Software | 0.90% | 2.06% | 0.90% |
Unique to Nippon India Index Fund - BSE
- Bharti Airtel Limited5.46%
- Infosys Limited4.83%
- Mahindra & Mahindra Limited3.17%
Unique to SBI Long Term Advantage Fund -
- Aster DM Healthcare Ltd.5.46%
- Bank of Baroda3.41%
Sector Overlap Breakdown
Banks23.3% (5)
Petroleum Products8.1% (1)
Construction5.2% (1)
Finance1.2% (1)
IT - Software0.9% (1)
Analysis
AI-generated comparative analysis coming soon.
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More comparisons for SBI Long Term Advantage Fund -
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.