NIPPON INDIA INDEX FUND - NIFTY 50 PLAN vs SBI Equity Minimum Variance Fund

Portfolio Overlap Analysis · Nippon vs SBI

55.7%
High Overlap
50 common stocks · Rank #725 of 28,292 pairs
Fund A
NIPPON INDIA INDEX FUND - NIFTY 50 PLAN
Nippon · Equity - Other
Fund B
SBI Equity Minimum Variance Fund
SBI · Equity - Other

Common Holdings (10)

StockWt% in NIPPON INDIA INDEX FUND - NIFTWt% in SBI Equity Minimum VarianceOverlap
ICICI Bank Limited
Banks
8.57%3.35%3.35%
HDFC Bank Limited
Banks
11.82%3.21%3.21%
ITC Limited
Diversified FMCG
2.63%7.39%2.63%
Tata Consultancy Services Limited
IT - Software
2.34%2.42%2.34%
Bharti Airtel Limited
Telecom - Services
4.56%1.94%1.94%
Hindustan Unilever Limited
Diversified FMCG
1.81%8.21%1.81%
Sun Pharmaceutical Industries Limited
Pharmaceuticals & Biotechnology
1.60%7.83%1.60%
State Bank of India
Banks
4.34%1.24%1.24%
Tata Steel Limited
Ferrous Metals
1.53%1.20%1.20%
Bharat Electronics Limited
Aerospace & Defense
1.39%1.14%1.14%

Unique to NIPPON INDIA INDEX FUND - NIFT

  • Reliance Industries Limited8.19%
  • Larsen & Toubro Limited4.37%
  • Infosys Limited3.96%
  • Axis Bank Limited3.45%
  • Kotak Mahindra Bank Limited2.66%
  • Mahindra & Mahindra Limited2.64%

Unique to SBI Equity Minimum Variance

  • Nestle India Ltd.8.32%
  • Cipla Ltd.5.04%
  • Tata Consumer Products Ltd.5.03%
  • Apollo Hospitals Enterprise Ltd.3.49%
  • Asian Paints Ltd.2.43%

Sector Overlap Breakdown

Banks
9.9% (5)
IT - Software
5.3% (5)
Automobiles
4.4% (5)
Diversified FMCG
4.4% (2)
Finance
3.9% (4)
Pharmaceuticals & Biotechnology
2.9% (3)
Power
2.3% (2)
Ferrous Metals
2.2% (2)
Consumer Durables
2.0% (2)
Cement & Cement Products
2.0% (2)
Telecom - Services
1.9% (1)
Retailing
1.6% (2)
Insurance
1.5% (2)
Healthcare Services
1.4% (2)
Aerospace & Defense
1.1% (1)
Construction
1.1% (1)
Non - Ferrous Metals
1.0% (1)
Transport Infrastructure
1.0% (1)
Oil
0.9% (1)
Transport Services
0.9% (1)
Petroleum Products
0.9% (1)
Consumable Fuels
0.8% (1)
Food Products
0.8% (1)
Agricultural Food & other Products
0.7% (1)
Metals & Minerals Trading
0.5% (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.