Nippon India Index Fund - BSE Sensex Plan vs SBI Long Term Advantage Fund - Series VI

Portfolio Overlap Analysis · Nippon vs SBI

24.0%
Moderate Overlap
7 common stocks · Rank #8527 of 28,292 pairs
Fund A
Nippon India Index Fund - BSE Sensex Plan
Nippon · Equity - Other
Fund B
SBI Long Term Advantage Fund - Series VI
SBI · Equity - Other

Common Holdings (7)

StockWt% in Nippon India Index Fund - BSE Wt% in SBI Long Term Advantage Fund -Overlap
HDFC Bank Limited
Banks
14.05%5.04%5.04%
Larsen & Toubro Limited
Construction
5.21%4.54%4.54%
Bharti Airtel Limited
Telecom - Services
5.46%4.12%4.12%
Axis Bank Limited
Banks
4.11%4.85%4.11%
Kotak Mahindra Bank Limited
Banks
3.18%2.40%2.40%
Maruti Suzuki India Limited
Automobiles
2.04%2.51%2.04%
Eternal Limited
Retailing
1.78%2.46%1.78%

Unique to Nippon India Index Fund - BSE

  • ICICI Bank Limited10.25%
  • Reliance Industries Limited9.81%
  • State Bank of India5.19%
  • Infosys Limited4.83%
  • Mahindra & Mahindra Limited3.17%

Unique to SBI Long Term Advantage Fund -

  • City Union Bank Ltd.5.43%
  • Tata Motors Ltd.4.85%
  • Astral Ltd.3.84%
  • Bank of Baroda3.71%
  • Krishna Institute of Medical Sciences Ltd.3.13%
  • Delhivery Ltd.3.11%

Sector Overlap Breakdown

Banks
11.6% (3)
Construction
4.5% (1)
Telecom - Services
4.1% (1)
Automobiles
2.0% (1)
Retailing
1.8% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for Nippon India Index Fund - BSE

More comparisons for SBI Long Term Advantage Fund -

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