NIPPON INDIA INDEX FUND - NIFTY 50 PLAN vs SBI ELSS Tax Saver Fund

Portfolio Overlap Analysis · Nippon vs SBI

45.5%
High Overlap
23 common stocks · Rank #1685 of 28,292 pairs
Fund A
NIPPON INDIA INDEX FUND - NIFTY 50 PLAN
Nippon · Equity - Other
Fund B
SBI ELSS Tax Saver Fund
SBI · ELSS

Common Holdings (10)

StockWt% in NIPPON INDIA INDEX FUND - NIFTWt% in SBI ELSS Tax SaverOverlap
ICICI Bank Limited
Banks
8.57%7.74%7.74%
Reliance Industries Limited
Petroleum Products
8.19%4.89%4.89%
HDFC Bank Limited
Banks
11.82%4.44%4.44%
State Bank of India
Banks
4.34%4.61%4.34%
Axis Bank Limited
Banks
3.45%4.29%3.45%
Kotak Mahindra Bank Limited
Banks
2.66%4.23%2.66%
Mahindra & Mahindra Limited
Automobiles
2.64%2.66%2.64%
Infosys Limited
IT - Software
3.96%2.05%2.05%
Bharti Airtel Limited
Telecom - Services
4.56%1.79%1.79%
Tata Steel Limited
Ferrous Metals
1.53%4.09%1.53%

Unique to NIPPON INDIA INDEX FUND - NIFT

  • Larsen & Toubro Limited4.37%

Unique to SBI ELSS Tax Saver

  • Torrent Power Ltd.2.73%
  • Cipla Ltd.2.56%

Sector Overlap Breakdown

Banks
22.6% (5)
Petroleum Products
4.9% (1)
IT - Software
4.7% (4)
Automobiles
3.3% (2)
Telecom - Services
1.8% (1)
Ferrous Metals
1.5% (1)
Pharmaceuticals & Biotechnology
1.2% (2)
Non - Ferrous Metals
1.2% (1)
Finance
1.1% (2)
Oil
0.9% (1)
Consumer Durables
0.9% (1)
Insurance
0.7% (1)
Diversified FMCG
0.6% (1)

Analysis

AI-generated comparative analysis coming soon.

More comparisons for NIPPON INDIA INDEX FUND - NIFT

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