NIPPON INDIA INDEX FUND - NIFTY 50 PLAN vs SBI Infrastructure Fund
Portfolio Overlap Analysis · Nippon vs SBI
27.5%
Moderate Overlap
9 common stocks · Rank #6848 of 28,282 pairs
Common Holdings (9)
| Stock | Wt% in NIPPON INDIA INDEX FUND - NIFT | Wt% in SBI Infrastructure | Overlap |
|---|---|---|---|
Reliance Industries Limited Petroleum Products | 8.19% | 9.00% | 8.19% |
Bharti Airtel Limited Telecom - Services | 4.56% | 5.46% | 4.56% |
Larsen & Toubro Limited Construction | 4.37% | 10.13% | 4.37% |
State Bank of India Banks | 4.34% | 3.62% | 3.62% |
HDFC Bank Limited Banks | 11.82% | 1.91% | 1.91% |
NTPC Limited Power | 1.58% | 2.93% | 1.58% |
UltraTech Cement Limited Cement & Cement Products | 1.31% | 3.27% | 1.31% |
Adani Ports and Special Economic Zone Limited Transport Infrastructure | 0.98% | 3.93% | 0.98% |
Oil & Natural Gas Corporation Limited Oil | 0.95% | 3.61% | 0.95% |
Unique to NIPPON INDIA INDEX FUND - NIFT
- ICICI Bank Limited8.57%
- Infosys Limited3.96%
- Axis Bank Limited3.45%
- Kotak Mahindra Bank Limited2.66%
- Mahindra & Mahindra Limited2.64%
Unique to SBI Infrastructure
- Shree Cement Ltd.5.61%
- Torrent Power Ltd.4.72%
- Adani Energy Solutions Ltd.4.57%
- Siemens Ltd.3.68%
Sector Overlap Breakdown
Petroleum Products8.2% (1)
Banks5.5% (2)
Telecom - Services4.6% (1)
Construction4.4% (1)
Power1.6% (1)
Cement & Cement Products1.3% (1)
Transport Infrastructure1.0% (1)
Oil0.9% (1)
Analysis
AI-generated comparative analysis coming soon.
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More comparisons for SBI Infrastructure
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Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.