NIPPON INDIA INDEX FUND - NIFTY 50 PLAN vs SBI Long Term Advantage Fund - Series IV

Portfolio Overlap Analysis · Nippon vs SBI

29.2%
Moderate Overlap
10 common stocks · Rank #6164 of 28,292 pairs
Fund A
NIPPON INDIA INDEX FUND - NIFTY 50 PLAN
Nippon · Equity - Other
Fund B
SBI Long Term Advantage Fund - Series IV
SBI · Equity - Other

Common Holdings (10)

StockWt% in NIPPON INDIA INDEX FUND - NIFTWt% in SBI Long Term Advantage Fund -Overlap
HDFC Bank Limited
Banks
11.82%5.97%5.97%
ICICI Bank Limited
Banks
8.57%4.97%4.97%
State Bank of India
Banks
4.34%4.62%4.34%
Infosys Limited
IT - Software
3.96%3.96%3.96%
Reliance Industries Limited
Petroleum Products
8.19%3.62%3.62%
Bajaj Finance Limited
Finance
2.30%6.70%2.30%
Tata Steel Limited
Ferrous Metals
1.53%3.06%1.53%
Eicher Motors Limited
Automobiles
0.96%4.62%0.96%
SBI Life Insurance Company Limited
Insurance
0.80%1.96%0.80%
Tech Mahindra Limited
IT - Software
0.75%3.26%0.75%

Unique to NIPPON INDIA INDEX FUND - NIFT

  • Bharti Airtel Limited4.56%
  • Larsen & Toubro Limited4.37%
  • Axis Bank Limited3.45%
  • Kotak Mahindra Bank Limited2.66%
  • Mahindra & Mahindra Limited2.64%

Unique to SBI Long Term Advantage Fund -

  • Tenneco Clean Air India Ltd.7.04%
  • Vedanta Ltd.4.32%
  • GKW Ltd.4.21%
  • Tata Motors Ltd.4.13%

Sector Overlap Breakdown

Banks
15.3% (3)
IT - Software
4.7% (2)
Petroleum Products
3.6% (1)
Finance
2.3% (1)
Ferrous Metals
1.5% (1)
Automobiles
1.0% (1)
Insurance
0.8% (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.