Nippon India Innovation Fund vs NIPPON INDIA LARGE CAP FUND
Portfolio Overlap Analysis · Nippon vs Nippon
24.2%
Moderate Overlap
20 common stocks · Rank #8430 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in Nippon India Innovation | Wt% in NIPPON INDIA LARGE CAP | Overlap |
|---|---|---|---|
Axis Bank Limited Banks | 4.20% | 3.01% | 3.01% |
ICICI Bank Limited Banks | 7.02% | 2.88% | 2.88% |
Reliance Industries Limited Petroleum Products | 5.30% | 2.43% | 2.43% |
Avenue Supermarts Limited Retailing | 1.90% | 4.00% | 1.90% |
Samvardhana Motherson International Limited Auto Components | 1.65% | 4.58% | 1.65% |
Maruti Suzuki India Limited Automobiles | 2.31% | 1.59% | 1.59% |
ABB India Limited Electrical Equipment | 1.17% | 2.20% | 1.17% |
Eternal Limited Retailing | 1.10% | 2.99% | 1.10% |
GE Vernova T&D India Limited Electrical Equipment | 2.82% | 1.06% | 1.06% |
Trent Limited Retailing | 0.90% | 3.72% | 0.90% |
Unique to Nippon India Innovation
- Info Edge (India) Limited4.16%
- 3M India Limited3.91%
- ZF Commercial Vehicle Control Systems India Limited3.88%
- Varun Beverages Limited3.69%
- Delhivery Limited3.34%
- Siemens Energy India Limited3.24%
- Bajaj Finserv Limited3.11%
Unique to NIPPON INDIA LARGE CAP
- HDFC Bank Limited8.82%
- Larsen & Toubro Limited4.24%
- State Bank of India3.99%
- Infosys Limited2.94%
- Bajaj Finance Limited2.80%
- ITC Limited2.61%
Sector Overlap Breakdown
Banks5.9% (2)
Retailing4.6% (4)
Electrical Equipment3.9% (4)
Petroleum Products2.4% (1)
Auto Components1.6% (1)
Automobiles1.6% (1)
Insurance0.7% (1)
Financial Technology (Fintech)0.7% (1)
IT - Software0.7% (1)
Finance0.7% (1)
Agricultural, Commercial & Construction Vehicles0.5% (1)
Beverages0.5% (1)
Consumer Durables0.4% (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.